This article will walk through a Business Office Manager on how to handle Move Ins and Moves Outs in the Portal.
How to Complete Move-In and Move-Out Tasks in Sunbound
1. Open the task list on your dashboard 0:00
- Log in to Sunbound and land on the homepage.
- Review the task list shown on the dashboard.
- This walkthrough focuses on move-in tasks first, then move-out tasks.
2. Select a move-in task and review missing information 0:11
- Click into the Move-In section to view available examples/tasks.
- Select a resident record, such as Eleanor.
- Review the alerts that appear for missing setup items.
- Common issues shown in the example:
- Missing billing information / ACH setup
- No email address on file
3. Resolve move-in setup issues 0:35
- Use the task prompts to complete the missing information.
- Available actions may include:
- Update payer contact
- Add a payment method if you have ACH or credit card details
- Reach out to the payer if the issue needs follow-up
- Deactivate only if the resident has explicitly chosen not to use Sunbound
- Important note:
- Missing email matters because statements cannot be sent without it.
- The deactivated option should be used sparingly and only when the resident does not want electronic payments or paper statements through Sunbound.
4. Complete the move-in task 1:19
- After entering the needed information, click Complete Task.
- Completing the task moves you to the next item in that stage.
5. Open a move-out task and review the final balance 1:26
- Move to the Move-Out section when a resident leaves the community.
- Open the move-out balance task.
- Review the resident’s current balance shown in the task.
- In the example, the balance is $6,800.
6. Decide whether to keep the account active for final collection 1:45
- You have two main options:
- Mark as moved out: deactivates the account and stops collection activity.
- Keep the account active: use this if Sunbound still needs to collect the final payment.
- If a final balance still needs to be collected:
- Update the balance first.
- Keep the account active until collection is complete.
- If no final payment is needed for that month, you can mark the resident as moved out.
7. Get help if needed 2:11
- Review other training videos and the support channel on the left side of the dashboard.
- If you still have questions, contact help@sunbound.ai.