Tenant Lifecycle & Bed Transfers
Every allocation moves through a fixed sequence of statuses, visible on the tenant's detail page:
The stages
- Booked, reserved but not yet moved in.
- Active, the tenant has moved in; the bed is marked Occupied.
- On Notice, the tenant has given notice; the bed remains Occupied until move-out.
- Checked Out, the tenant has physically left; the bed is freed to Available, but the deposit hasn't been settled yet.
- Settled, the final deposit settlement (refund minus any deductions) has been recorded.
Use the action panel on the tenant's detail page to move them through each stage in order, you can't skip from Active straight to Settled, for example.
Transferring a bed
From an Active allocation, use the transfer action to move a tenant to a different available bed in the same property. Their original allocation is closed out and a new one is created at the new bed, carrying over the same rent, deposit, and billing cycle.
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