How to Add a New resident

Contents

Below is a step-by-step guide on adding a new resident. The flow is the same whether it is a leasing agent adding the resident or an internal team member.

Selecting/Creating a Unit for the Resident

The first step when adding a new resident is either selecting a unit from the dropdown (these are units someone at the property or on the AVA team has previously created) or creating a new unit if the unit you are needing is not in the dropdown.

Enter Resident Main Screen

Initial screen after clicking ‘Enter New Resident’

The dropdown of units that already exist in our system for that property. If the unit the new resident is moving into already exists, select it from this list.

Unit Creation Screen

If the unit does not exist and you click the ‘Add a New Unit’ slider button, this screen will pop up. Here you can create a new unit quickly.

Entering the Residents’ Information

This step is where you fill out the residents’ information. This includes contact information, roommate info if available, and set contact preferences.

This is the screen where you enter the residents’ basic information. Anything with a red star by it is required.

Add a Roommate Screen

If they have a roommate, click the ‘Add Roomate’ slider button and fill out the basic info. This makes it easier for our team to get in touch with someone moving into the unit.

Edit Contact Preferences Screen

When you click ‘Update Contact Preferences’ the screen above will appear. All options are auto-checked but if the resident request here is where it can be adjusted. Note, the more contact options checked, the higher chance we have of closing the sale.

When a Duplicate resident is Found

When a resident has already been added to a unit, the below pop-up will appear. This pop-up is there to ensure the user actually wants to add the resident into the unit and is not adding a duplicate. If they move forward with adding the new resident, it does not delete the old residents’ information, it will still be accessible in AVA it will just be tagged as moved out.

Congrats, You Created a New resident

Once you or the leasing agent have gone through these screens you will finish by clicking, ‘Create New Resident’ and the resident will be submitted. Within 15 minutes they will receive an email from AVA.

Updated on July 1, 2022

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