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Turn off self-serve move-out

Require every move-out to go through your team: turn off your tenants' ability to schedule their own move-out from the customer portal.

Written by Etienne Champagne

By default, a tenant can schedule their own move-out from the Customer portal. If you would rather every move-out go through your team (negotiation, re-listing, checking the state of the unit), you can take that option away for the whole facility.

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Who this article is for

Changing this setting requires the Owner or Manager role. Without it, you don't have access to facility settings.

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Turn off self-serve move-out

Step 1.
Open Settings, Billing group, Rental policies tab.

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Step 2.
Find the Allow tenants to schedule their move-out from the portal setting, just under Minimum Cancellation Period, and switch it off.

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Step 3.
Click Save policies at the bottom of the page. Until you save, the change is not applied.

The “Allow tenants to schedule their move-out from the portal” setting on the Rental policies tab

The setting sits between Minimum Cancellation Period and Minimum Rental Term.

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What happens automatically

In the Customer portal, the end-lease button disappears for every active rental that doesn't already have a move-out scheduled. In its place, the tenant sees a note asking them to contact the facility, with your facility name and your phone number if one is on file.

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A move-out already scheduled before you turned the setting off is not cancelled: its date stays active, and the tenant keeps access to the inspection step from the portal. To reverse that move-out, you use Cancel move-out on the rental's page.

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Your own way of scheduling a move-out is not affected: the Schedule move-out button on the rental's page works exactly as before, whatever this setting says. See Schedule a move-out.

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Troubleshooting

A tenant says the button to move out is gone.

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Check: is Allow tenants to schedule their move-out from the portal switched off for this facility?

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Do: this is the expected behaviour. Schedule the move-out yourself from their rental page, or switch the setting back on if you'd rather return to self-serve.

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The setting went back to its previous value.

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Check: did you click Save policies before leaving the page?

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Do: make the change again, then save. The button is at the very bottom of the tab.

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Common questions

Does this setting apply to the whole facility? Yes. There is no per-unit-type or per-tenant version: it is on or off for the entire facility.

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Does it change notice periods or billing? No. This setting only controls who can start a move-out. Notice and billing-end calculations stay the same, whether you or the tenant schedules it.

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Is it on by default? Yes, on every facility. Nothing changes until you switch it off yourself.

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Can I turn it off for certain unit types only? No, not at the moment. The setting applies to the whole facility.

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