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Operations

How do I track move-in paperwork across all my guests?

See, at a glance, which reserved or recently-active guests still have move-in paperwork pending.

  1. 1

    Open Operations → Onboarding

    Go to Operations → Onboarding. This lists every guest currently Reserved or Active, across the properties you have access to, with a progress bar showing how much of their move-in checklist is done.

  2. 2

    This is a tracking view, not an editor

    You can't tick checklist items or add a guest from this page — it's a read-only dashboard for spotting who's behind. Click Joining form on a row to download that guest's joining-form PDF.

  3. 3

    Where you actually tick off checklist items

    Open the guest's own profile (click their name) and go to their Move-in checklist tab. Some items — agreement signed, deposit received, ID proof collected — tick themselves automatically once those records exist; the rest (like handing over keys or furniture) you tick manually as you complete them.