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)


  1. Log into the SMS
  2. Navigate to the appropriate Tenant
  3. Click the EDIT TENANT button
  4. Click the checkbox to unassign the Tenant from the current suite
  5. Click the SAVE button
  6. Click the TRANSACTIONS tab
  7. Click the VIEW RECURRING checkbox
  8. Click EDIT next to the recurring invoice
  9. Click the DELETE button (this is required & the move will not work if you miss this step) 
  10. Click OK to confirm 
  11. Click the UTILITIES tab
  12. Click the ACTIONS drop-down arrow to ADD OR MOVE TENANT 
  13. Select MOVE TO ANOTHER SUITE
    • This will programmatically move Tenant out from current suite into the new suite
  14. You will be prompted to handle the recurring invoice before the move can occur, if you haven't already completed steps 8 - 11
    • <<EITHER>>
  15. Leave the TRANSFER OPEN BALANCE box checked ONLY IF THERE IS an open balance to be transferred 
    • <<OR>>
  16. Uncheck the TRANSFER OPEN BALANCE box checked ONLY IF THERE IS NOT an open balance to be transferred
  17. Click the MOVE button
  18. A pop-up box appears
  19. Click the DESTINATION drop-down arrow to select the suite you wish to MOVE the Tenant to
  20. Click the SAVE button
  21. Click the CONTINUE button to verify you wish to MOVE the Tenant to a different suite
  22. 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