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Your First Week on HiPG: Setup Checklist

HiPG is built as a chain: an organization owns properties, properties contain rooms, rooms contain beds, and tenants are allocated to beds. Each step depends on the one before it, so doing them in order saves you from dead ends.

Why the order matters

You cannot onboard a tenant without an available bed, and you cannot create a bed without a room, and you cannot create a room without a property. If a step in the dashboard looks empty or a dropdown has nothing in it, the most common cause is skipping an earlier step in this list.

The checklist

  1. Add your first property, under Properties, click + Add Property. Fill in the name, address, city, state, and ZIP code. See Adding a New Property.
  2. Nothing to select with one property, if you manage a single property, HiPG selects it for you and every page works right away. Once you add a second property, an Active Property switcher appears at the top of the sidebar so you can choose which one you are looking at.
  3. Add rooms and beds, under Rooms & Inventory, click + Add Room. Set the capacity (number of beds); HiPG creates that many bed records automatically. See Managing Rooms & Beds.
  4. Turn on the modules you actually need, go to Settings, Features & Modules and enable things like Expenses Tracking, Utilities Billing, Visitor Management, or Food & Meals. Only enabled modules show up in your sidebar, so an empty-looking dashboard is often just a disabled module. See Features & Modules.
  5. Onboard your first tenant, under Tenants, click + Add Tenant. This is a single form that creates the tenant's login, their profile, and their bed allocation together. See Onboarding a New Tenant.

After your first tenant

Once a tenant is allocated, rent invoices, the tenant portal, and billing all become meaningful, an invoice needs an allocation to belong to, and the tenant portal has nothing to show until there's an active bed assignment.

If you manage your PG in Excel today, keep it open alongside HiPG for your first week rather than switching over in one go, enter new move-ins in HiPG going forward, and backfill existing tenants as you have time.

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