Every now and then, you may have the need to move an existing Tenant to a different suite at the same location. This is a quick and easy task you can complete in the SMS, because once a Tenant is entered into the SMS it is not necessary to re-enter them. You will use the UTILITIES tab to move them.
If you have questions or need assistance with this process, please submit a support ticket to us at support@salonsuitesolutions.com.
**PLEASE NOTE: RECURRING INVOICES MUST BE DELTED PRIOR TO MOVING A TENANT** (learn how: View and manage recurring invoices)
- Log into the SMS
- Navigate to the appropriate Tenant
- Click the EDIT TENANT button
- Click the checkbox to unassign the Tenant from the current suite
- Click the SAVE button
- Click the TRANSACTIONS tab
- Click the VIEW RECURRING checkbox
- Click EDIT next to the recurring invoice
- Click the DELETE button (this is required & the move will not work if you miss this step)
- Click OK to confirm
- Click the UTILITIES tab
- Click the ACTIONS drop-down arrow to ADD OR MOVE TENANT
- Select MOVE TO ANOTHER SUITE
- This will programmatically move Tenant out from current suite into the new suite
- You will be prompted to handle the recurring invoice before the move can occur, if you haven't already completed steps 8 - 11
- <<EITHER>>
- Leave the TRANSFER OPEN BALANCE box checked ONLY IF THERE IS an open balance to be transferred
- <<OR>>
- Uncheck the TRANSFER OPEN BALANCE box checked ONLY IF THERE IS NOT an open balance to be transferred
- Click the MOVE button
- A pop-up box appears
- Click the DESTINATION drop-down arrow to select the suite you wish to MOVE the Tenant to
- Click the SAVE button
- Click the CONTINUE button to verify you wish to MOVE the Tenant to a different suite
- The Tenant is now removed from the previous suite, MOVED & ASSIGNED TO a different suite
You can click the ALL SUITES checkbox to view all transactions for any of the suites the Tenant was previously and/or is currently assigned to.
YOU MUST RE-CREATE A RECURRING INVOICE IN THE NEW SUITE
- You deleted the "old" recurring invoice from the previous suite in steps 8 - 11
- You will need to add a "new" recurring invoice for the Tenant in the suite you just moved them to