Move-In From Lead to Lease * MyHub

ESS

I am having a problem with converting a reservation to a move-in thru MyHub. I have checked all of the options, but it will only let me edit the tenant. Can anyone advise me how to move in a tenant from MyHub please?  
Second part to my question: After the tenant has been moved in, since there is no access to Letters in MyHub, is there an option to email and/or print their lease?

MamaDuke7

I would just do it from the move-in tab if you don't have online rentals.

As far as sending the lease, I would just tell them that you'll email it once this craziness has settled.  I have had very understanding customers while we all navigate this chaos.

ESS

MamaDuke7 said:

I would just do it from the move-in tab if you don't have online rentals.

As far as sending the lease, I would just tell them that you'll email it once this craziness has settled.  I have had very understanding customers while we all navigate this chaos.

Thank you. I'm partially working from home so I can email them when I'm in office, but was hoping Hub had a way. 

JulieAton

I am having the same issue with an online reservation. The reservation process doesn’t ask required info. Can’t find a way to edit the customer in Lead to Lease. Won’t allow Move In without required customer info.

storable_support

Hi, @JulieAton. The required info can be entered during the move-in process (the usual use case.) If you'd like to fill it out before converting the move-in, you can do so using the "Edit" button on the "Customer" tab while viewing a reservation. Please note that the "Edit" button is not going to validate that all the required fields have been completed. This is deliberate as we've found operators do not want to force their leads to spend time providing heaps of info when they're shopping for storage.

ESS

@storable_support I think she's talking about in MyHub. There's no way to edit a lead/reservation in there

storable_support

Oops, thanks @ESS! Sorry about that, @JulieAton.

The edit button is a small pencil in MyHub:

ESS

Hmm, mine does not show the edit button to the left. I've tried it on 2 different devices and the screens look nothing like this photo, I even tried putting it in desktop mode in the browser.

ESS

JulieAton

ESS said:

Same here!  I finally got it done somehow!  But it was very tedious!  SL please make this more user friendly! 

storable_support

Thank you, @ESS and @JulieAton for sharing these screenshots with us. You've helped us uncover a bug! The pencil icon should appear for you within viewing MyHub on mobile. We've submitted a ticket already and will work to resolve this.

Until then, here's a workaround: If you know the name or other details about the tenant in question, you can search for them in the "Customer" tab instead of "Follow-up ..." and it will bring up their reservation with the pencil button to allow editing on mobile devices.

Again, thank you so much. ~Amy C.

ESS

Yes, it is editable like that. Thank you