Convert Short Term Reservation to Ongoing Reservation

How to change a standard reservation to an ongoing reservation

Convert Standard to Ongoing

  1. Navigate to the reservation that is needing adjustment
  2. Click on the Options Tab and choose "Convert to Ongoing Reservation"

  3. Check the box next to "Recalculate charges and add recurring charge"
  4. Click "Convert to Ongoing"

Now, Navigate to the Charges Tab where you will see a new recurring charge appear. 

Manually Adding a Recurring Charge

  1. Navigate to the reservation that is needing adjustment
  2. Go to the Charges Tab
  3. Click "New Recurring Charge" 
  4. Fill out the new window that opens for the charge you are creating
    1. Choose what the charge is for
    2. Select which unit the charge is for (if prompted)
    3. Enter a description Note: this description will show on all charges, so we do not recommend including a month/date in the description 
    4. Enter the price
    5. Update the Charge Frequency
    6. Choose when the first charge will occur
    7. Update the Current Cycle (if applicable)
    8. Choose to send an email notification for the new charges created
  5. Click Save

Tip: Watch the video below for a visual walkthrough 😀