Add a resident while you book

Add someone to the directory from a new amenity reservation, and keep them selected for that booking. You need staff access to Amenities and permission to add residents for the building.

ConciergeManagerOpen in app
  1. Open Amenities from the sidebar (Operations → Amenities).
  2. Click New booking. The dialog is titled New reservation.
  3. On Amenity, select the amenity, then click Next.
  4. On Details, in Resident, type the person's name.
  5. Click Add “name” to directory. The words in quotes are the name you typed.
  6. In Add resident, choose Building if you manage more than one.
  7. Enter Unit, Full name, and Occupant type.
  8. Optionally enter Email, Cell phone, and Move-in date.
  9. Click Add resident.Add resident dialog opened from the Resident field — Add resident dialog with Building, Unit, Full name, and Occupant typeResult: You see Resident added. The reservation shows that person, including the unit and occupancy type, and you can continue the booking.

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