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What is a holding unit and how do I create one?


The video is at the bottom of the page.

Instruction

ResMan allows you to create special Holding Units that will allow you to attach multiple prospects.  You can enter charges & payments, run a screening, and approve them.  You can NOT move someone into a Holding Unit.

To convert a regular unit to a holding unit, open the unit page by going to Property > Units, then select the unit you would like to make a holding unit, go to the "Unit" module, and click "Edit". 

HOLDUNIT.JPG

To designate a unit as a holding unit

Find the unit you would like to make a holding unit (any unit can have this process applied). On the unit's page under the unit module click edit. Check the box "Holding Unit" (and "Excluded from occupancy" will be automatically checked as well). 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Permissions and Settings

To change a unit to a holding unit you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Units > Edit.

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