Concepts

First-time workspace setup

Finding your way in this section

Skim Reference for bookmarkable routes, then Core Systems for lifecycle and ledger models. Tenant-facing behaviour: Tenant Experience; channels and automation: Platform Capabilities. Hub subsection map: Concepts hub subsection index (concept sections + Related subsections). Checklist-style procedures live in Common Workflows; screen-by-screen detail in Modules (hub: Modules hub subsection index). Each concept sub-guide opens with a First-time workspace setup tip tailored to that concept's setup prerequisites and a Finding your way in this guide tip with section anchors. Non-linear operator habits (Lockout catch-up, Notification row-click navigation, Payment alert to receivables triage, Finance debt receivables triage, Handling a Late Payment collections, Same-day turnover coordination, Check-out final utilities handoff, Check-out collections before refund, Check-out ledger cleanup before refund, Cancellation collections before void, Utility overage collections, Property setup to first arrival handoff, New inventory to first booking handoff, Confirmation to check-in handoff, Check-in to check-out handoff, Occupancy KPI to block hygiene handoff, Confirmation alert triage, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category) have matching Related subsections on every concept sub-guide. Full pairing matrix: Concept cross-reference.

This section provides in-depth explanations of how Vivin's key systems work under the hood. While the Modules documentation describes what each screen does and the Common Workflows section shows how to complete specific tasks, the Concepts pages explain why things work the way they do — the underlying models, rules, and logic that drive the platform.

If you are new to Vivin, skim Getting Started first for interface layout, portfolio hierarchy, and shared terminology — then return here for deeper system behavior.

Read these pages when you want to understand the reasoning behind a feature's behavior, troubleshoot unexpected results, or make informed decisions about how to configure your account.

If you already know the behavior you need but want a checklist-style procedure, open Common Workflows. For short “why doesn’t this work?” answers across modules, use FAQ & Troubleshooting; for definitions of terms used on this site, see Glossary.

Many of the behaviors below surface in the same management hub you use every day. For example, the + Create New slide-out is a cross-module shortcut; which rows are enabled follows your role’s create permissions (see Create New Menu):

Create New slide-out — “What would you like to create?” with People, Listings, Reservations, Operations, Payments, and Tools

Reference

Pair with other Concepts hub sections

Bookmarkable routes here pair with Create New Menu (shortcut targets) and Core Systems module rows that expand each deep-link destination. Full pairing matrix: Concept cross-reference.

Management Frontend Deep Links — Direct URL routes for platform.vivin.app. Use these links to open specific modules, tabs, or pages from emails, bookmarks, or shared links. The page pairs route tables with screenshots for Bookings, Tenants, Listings, and the full Notifications inbox so you can match a URL to what appears after sign-in. The same page documents Audit (/audit) for manual availability blocks alongside other Tools routes. Route-to-module pairing: Management Frontend Deep Links section cross-reference. For how the Dashboard bell differs from /notifications, see Deep Links — Notifications and the Notifications module.

Core Systems

Pair with other Concepts hub sections

Lifecycle and ledger concepts here pair with Tenant Experience (portal self-service) and Platform Capabilities (channels and MCP). Screen docs: Modules. Full pairing matrix: Concept cross-reference.

Booking Lifecycle — How bookings progress through statuses and what triggers each transition. Essential reading for understanding when and why to change a booking's status. Includes list status filter and Timeline walkthrough videos beside the lifecycle tab screenshots. Topic-to-module pairing: Booking Lifecycle section cross-reference.
Payment Allocation — How the two-layer payment model works, including allocation priority, overpayment handling, correcting mistaken receipts (approve, reject, revert, and credit note follow-up when charges were invoiced), and invoiced floor (rent) when lowering scheduled rent below exported invoice totals. Read this before configuring payment priorities or investigating a payment discrepancy. Topic-to-module pairing: Payment Allocation section cross-reference.
Utilities module — Bills Included ceiling model, supplier Connections, AI bill upload, and tenant overage charges on Payment plan. Pair with Entering Monthly Utility Bills for the monthly operator workflow (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Operations module — Maintenance tickets, operational cash flows, check-in/out queues, Draft ticket KPI filtering, and linked cash flows. Pair with Managing a Check-in and Managing a Check-out for turnover weeks (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot. Pair with Notification triage for bell alerts and Portfolio KPI review for month-end reconciliation (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Analytics module — Month-range KPI workspace (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with ranking tables and heatmaps. Requires Analytics module permission — see FAQ — How is Analytics different from the Dashboard? (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Listings module — Property wizard, Channels tab, Archived inventory, and unit management. Pair with Onboarding a New Property for the setup wizard (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Properties workspace — Legacy /properties URL redirect table into Listings. Pair with Onboarding a New Property when old bookmarks land mid-setup (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Booking engine details — Rich marketplace payload editor via the Full integration pill. Pair with Integrations & Distribution and Full listing feeds (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Finance module — Portfolio ledgers (Overview, Income, Contract Values, Transactions, Payouts, Deposits) with Approve payments permission gating. Pair with Handling a Late Payment and Payment Allocation (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand. Pair with Processing a New Booking for profile enrichment after reservation creation (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Sales module — Portfolio Overview KPIs, Multicalendar availability timeline, Pricing monthly rent grid, and Channels manager. Pair with Onboarding a New Property for marketplace linking and Integrations & Distribution for calendar sync strategy (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Inbox module — Portfolio-wide WhatsApp triage (/inbox) with Dashboard bell Inbox sub-tab deep links. Pair with Notification triage and ChatBot settings (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Notifications module — Full /notifications alert history with search and All / Unread / Read filters. Pair with Notification triage and Deep Links — Notifications (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Audit module — Portfolio-wide Manual Blocks (unavailabilities) and Discounts (discounted contract values) with filters, export, and booking sidebar drill-down. Pair with Manual block hygiene and Portfolio KPI review (guide subsection index; section cross-reference; Deeper workflow reads; hub)
AI Chat module — Vivin-internal AI Assistant using Landlord MCP tools for portfolio Q&A. Pair with Automation & AI and Landlord MCP (guide subsection index; section cross-reference; Deeper workflow reads; hub)
Account Settings — Workspace-wide financial policies, user access, communication templates, integrations, and operational defaults. Pair with Onboarding a New Property and Getting Started — Recommended Setup Sequence.
API Reference — Partner HTTP contracts (partial vs full listing feeds, booking import, webhooks, Swagger). Pair with Integrations & Distribution, Account Settings Integrations tab, and Integration field capability.

Booking detail — Payment plan tab with scheduled charges (Layer 1) before incoming payments are allocated

Create New Menu — How the cross-module Create New entry points work from the management hub (tenants, bookings, properties, tickets, and more). Topic-to-category pairing: Create New Menu section cross-reference.

Tenant Experience

Pair with other Concepts hub sections

Portal and tenant-scoped automation pair with Payment Allocation (scheduled charges) and Settings > Tenant categories (segment gates). Booking-scoped MCP: Tenant MCP. Full pairing matrix: Concept cross-reference.

Tenant Portal — What tenants see and can do in the web portal, how authentication works, and which settings control portal behavior. Tab-to-operator pairing: Tenant Portal section cross-reference.
Tenant MCP — How the Tenant Model Context Protocol server exposes booking-scoped tools (data, portal links, chatbot rules, maintenance) to external AI clients — complementary to the web portal. Topic-to-tool pairing: Tenant MCP section cross-reference.
Services Marketplace — How to offer extra services (cleaning, gym, insurance, etc.) to tenants and generate additional revenue through cross-selling and upselling. Topic-to-module pairing: Services Marketplace section cross-reference.

Platform Capabilities

Pair with other Concepts hub sections

Channels and automation here pair with API Reference (partner HTTP) and Landlord MCP (account-scoped external clients). Operator AI: AI Chat. Full pairing matrix: Concept cross-reference.

Integrations & Distribution — How Vivin connects with every major European rental marketplace, Airbnb, Booking.com, and your own website via the white label booking engine. Covers calendar synchronisation, automatic booking import, and channel management. Topic-to-module pairing: Integrations & Distribution section cross-reference.
Property & listing details (booking engine) — How rich property and unit fields are grouped for marketplace payloads and the booking engine; who can use the Full integration pill in Listings, tab reference, legacy URL redirects, and bookmarkable query params.
Automation & AI — How Vivin uses artificial intelligence across the platform — from the tenant chatbot and smart invoice reading to predictive analytics, automated workflows, and external MCP clients (see Landlord and Tenant MCP below). Sales and Analytics surfaces combine charts and operator workflows; published rents are edited in Sales > Pricing, not by an in-app auto-pricing engine. Start with the channel map on that page when you need a single picture of how the management UI, MCP servers, and messaging channels all reach the Core API. Topic-to-surface pairing: Automation & AI section cross-reference.
Analytics (KPI workspace) — Portfolio charts at /analytics (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) for a configurable month range — distinct from Sales calendars and per-listing rent grids. Requires Analytics module permission (analytics.module).

Analytics — Overview tab with KPI bar charts and month-range picker in the management shell

AI Chat — The in-management AI Assistant for Vivin internal operators (/ai-chat, Tools in the sidebar): natural-language portfolio Q&A using live account data. Distinct from the tenant chatbot under Account Settings → Chatbot and from Landlord/Tenant MCP servers.
Landlord MCP — How the Landlord Model Context Protocol server exposes Core API operations to external AI clients (tools, auth, permissions), and how it differs from tenant-scoped MCP. Topic-to-tool pairing: Landlord MCP section cross-reference.

Concept cross-reference

Pair with other Concepts hub sections

This table is the primary pairing matrix for concept pages — each sub-guide also opens with a First-time workspace setup tip, a Finding your way in this guide tip with section anchors, and its own section cross-reference anchor. Hub map: the Finding your way tip at the top of this page. Setup sequencing: Related — Setup sequence after go-live. Pair with individual sub-guide section cross-reference tables for longer matrices and Related subsection anchors (for example Booking Lifecycle — Turnover, cancellation, and collections workflows, Payment Allocation — Layer 2 receipts, approval, and corrections, Tenant Portal — Portal setup and tenant-facing workflows).

Use this table when one concept page naturally leads into another — each row links to the guides you should read before or after the primary topic. Each sub-guide also opens with a First-time workspace setup tip for that concept's setup prerequisites and a Finding your way in this guide tip with section anchors.

Concepts hub subsection index

Pair with other Concepts hub sections

This index pairs concept sections and Related hub subsections — use it when behaviour spans lifecycle models, tenant-facing surfaces, channels, or escalation hubs. Full pairing matrix: Concept cross-reference.

Subsection	When to open it	Pair with
Reference	Bookmarkable management routes	Management Frontend Deep Links, Create New Menu
Core Systems	Lifecycle, ledger, and module pointers	Booking Lifecycle, Payment Allocation, Legacy properties guide subsection index, Modules hub subsection index
Tenant Experience	Portal and tenant-scoped automation	Tenant Portal, Tenant MCP, Services Marketplace
Platform Capabilities	Channels, analytics, and AI/MCP	Integrations & Distribution, Automation & AI, Landlord MCP
Setup sequence after go-live	Post-setup concept reads after steps 1–15	Getting Started — Recommended Setup Sequence, Onboarding a New Property — Step 7
Documentation map & escalation	Cross-hub navigation during troubleshooting	Introduction — Section cross-reference, FAQ — Section cross-reference, Support — Section cross-reference
Navigation & bookmarks	Deep links and global + shortcuts	Management Frontend Deep Links, Create New menu
Settings that shape concept behaviour	Account-wide defaults (steps 1–12)	Account Settings hub subsection index, Tab cross-reference, Settings > Tenant categories
Deeper workflow reads	Operator procedures that apply concept models	Booking Lifecycle, Payment Allocation, Tenant Portal, Onboarding a New Property, Handling a Late Payment, Cancelling a Booking
Recommended operator workflows	Day-to-day procedures after go-live	Common Workflows hub subsection index, Workflow cross-reference, Portfolio KPI review
Walkthrough media	MP4 walkthroughs beside PNG screenshots	Common Workflows — Walkthrough media, Modules, Account Settings
Notification row-click navigation	`/notifications` row-click from concept troubleshooting	Common Workflows — Notification row-click navigation, Deep Links — Notifications, Notification triage
Payment alert to receivables triage	payment overdue on payment and lifecycle concepts	Common Workflows — Payment alert to receivables triage, Payment Allocation, Handling a Late Payment — Step 1
Finance debt receivables triage	Debt Aging / Uncovered Debt on ledger concepts	Common Workflows — Finance debt receivables triage, Handling a Late Payment collections (Steps 1–6 after triage surfaces), Payment Allocation, Glossary — Uncovered Debt
Handling a Late Payment collections	Triage surface picked — collections Steps 1–6 on allocation models	Common Workflows — Handling a Late Payment collections hub, Handling a Late Payment, Payment Allocation, FAQ — Handling a Late Payment hub
Finance Income status drill-down	Income segments on Payment Allocation concepts	Common Workflows — Finance Income status drill-down, Payment Allocation, Finance module
Cash flow forecast drill-down	Collections history on ledger concepts	Common Workflows — Cash flow forecast drill-down, Payment Allocation, Glossary — Cash flow forecast (Finance Overview)
Same-day turnover coordination	Shared-unit overlap on lifecycle and calendar models	Common Workflows — Same-day turnover coordination, Booking Lifecycle, Glossary — Same-day turnover
Check-out final utilities handoff	Final-cycle overage on ledger and allocation models	Common Workflows — Check-out final utilities handoff, Payment Allocation, Entering Monthly Utility Bills
Check-out collections before refund	Departure-week rent/fee In Debt on allocation models	Common Workflows — Check-out collections before refund, Payment Allocation, Handling a Late Payment, FAQ — Check-out collections before refund
Check-out ledger cleanup before refund	Duplicate departure transfers on allocation models before refund	Common Workflows — Check-out ledger cleanup before refund, Payment Allocation — Correcting mistaken receipts, Bookings module, FAQ — Check-out ledger cleanup before refund
Check-out vs cancellation	Ended vs Canceled lifecycle exit on allocation models	Common Workflows — Check-out vs cancellation, Booking Lifecycle, Bookings module, FAQ — Check-out vs cancellation
Cancellation collections before void	Pre-cancel rent/fee In Debt on allocation models before void	Common Workflows — Cancellation collections before void, Payment Allocation, Bookings module, FAQ — Cancellation collections before void
Wrong tenant on a booking	Booking–tenant profile link — Change tenant vs Delete on allocation models	Common Workflows — Wrong tenant on a booking, Booking Lifecycle, Bookings module, FAQ — Wrong tenant on a booking
Cancel Booking vs Delete Booking	Soft-archive vs policy void — Delete Booking vs Cancel booking on ledger models	Common Workflows — Cancel Booking vs Delete Booking, Booking Lifecycle, Bookings module, FAQ — Cancel Booking vs Delete Booking
Portfolio retirement decisions	Building Archive vs reservation Cancel vs Delete on inventory models	Common Workflows — Portfolio retirement decisions, Listings — Archived properties, Manual block hygiene, FAQ — Portfolio retirement decisions
Archive property (building-level)	Building Archive / Unarchive on Listings inventory model	Common Workflows — Archive property (building-level), Listings — Archived properties, FAQ — Archive a property, Glossary — Archived property
Utility overage collections	Mid-stay overage In Debt on allocation models	Common Workflows — Utility overage collections, Payment Allocation, Glossary — End-of-Booking cost split
Property setup to first arrival handoff	Go-live property → first arrival week on lifecycle models	Common Workflows — Property setup to first arrival handoff, Booking Lifecycle, Onboarding a New Property — Step 7
New inventory to first booking handoff	Go-live property → first Upcoming reservation on lifecycle models	Common Workflows — New inventory to first booking handoff, Booking Lifecycle, Processing a New Booking — Step 1
Confirmation to check-in handoff	Upcoming → arrival week on lifecycle and portal models	Common Workflows — Confirmation to check-in handoff, Booking Lifecycle, Processing a New Booking, Managing a Check-in
Check-in to check-out handoff	Ongoing → departure week on lifecycle and ledger models	Common Workflows — Check-in to check-out handoff, Booking Lifecycle, Managing a Check-in, Managing a Check-out
Occupancy KPI to block hygiene handoff	Analytics Occupancy dip without rate change on KPI models	Common Workflows — Occupancy KPI to block hygiene handoff, Portfolio KPI review, Manual block hygiene
Confirmation alert triage	Upcoming alerts on new booking concepts	Common Workflows — Confirmation alert triage, Booking Lifecycle, Processing a New Booking
Portfolio segmentation by tenant category	Review only one tenant segment across Bookings, Finance, and Tenants	Common Workflows — Portfolio segmentation by tenant category, Settings > Tenant categories, Glossary — Tenant category
Pending manual receipt approval	Recorded bank transfers still pending until approval	Common Workflows — Pending manual receipt approval, Finance — Pending manual payments, FAQ — Manual receipt still pending
Reject/revert mistaken receipts	Duplicate or invoiced receipt cleanup	Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts
Month-end invoicing (fixed date)	Month-end bulk Issue allocation with uniform document date	Common Workflows — Month-end invoicing (fixed date), Settings > Invoicing — Default invoice date, Portfolio KPI review — Step 7, FAQ — Month-end invoicing (fixed date) hub
Bulk Hostkit invoicing	Hostkit bulk Issue allocation pacing on Finance → Transactions	Common Workflows — Bulk Hostkit invoicing, Using in-app support — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing hub, FAQ — Bulk Hostkit invoicing slow
Rent reduction after invoicing	Invoiced floor on ledger and allocation concepts after month-end export	Common Workflows — Rent reduction after invoicing, Payment Allocation, Using in-app support — Rent reduction after invoicing, FAQ — Rent reduction after invoicing hub
Modules where concepts surface	Screen docs for each concept row	Modules — Module cross-reference, Bookings, Finance
Deeper concept reads	Cross-concept pairing after one sub-guide	Concept cross-reference, Booking Lifecycle, Payment Allocation, Tenant Portal
Deeper API reads	Companion API guides after one concept sub-guide	API hub subsection index, API guide cross-reference, Booking Lifecycle, Integrations & Distribution
Key glossary terms	Definitions cited on concept pages	Glossary deep-dive index, Glossary cluster cross-reference

Pair with other Concepts hub sections

Related below links concept reads to modules, workflows, settings, and escalation paths. Pair Setup sequence after go-live with Getting Started — Recommended Setup Sequence; pair Documentation map & escalation with Introduction — Section cross-reference. Each Related subsection has a row in Concept cross-reference above; each sub-guide Related block has matching anchors (for example Booking Lifecycle — Turnover, cancellation, and collections workflows, Payment Allocation — Layer 2 receipts, approval, and corrections, Tenant Portal — Portal setup and tenant-facing workflows, Booking Lifecycle — Deeper concept reads, Booking Lifecycle — Deeper API reads). Full pairing matrix: Concept cross-reference.

Setup sequence after go-live

Pair with other Concepts hub sections

Post-go-live pairing starts with Getting Started — Recommended Setup Sequence (steps 1–15) and Onboarding a New Property — Step 7. When a step is blocked, continue to Support — Setup sequence escalation. Full pairing matrix: Concept cross-reference.

Setup steps 1–3 (General Information, Preferences, Users) — Complete before Onboarding a New Property; greyed-out + Create New rows usually mean step 3 permissions are missing (FAQ — Navigation & shortcuts)
Setup steps 4–12 — Onboarding a New Property (property wizard Steps 1–6 mirror settings configuration; pair with Integrations & Distribution and Tenant Portal optional sections on Getting Started — Recommended Setup Sequence)
Setup steps 13–15 (Listings, Bookings, Tenants) — First operational data; pair with Booking Lifecycle and Payment Allocation once reservations exist
After steps 13–15 — Onboarding a New Property — Step 7 go-live verification before you escalate lifecycle or payment behaviour that disagrees with concept pages
Optional setup sections on Getting Started — Recommended Setup Sequence map to concept reads: Payment Allocation and Booking Lifecycle (finance and reservations), Tenant Portal and Services Marketplace (portal add-ons), Integrations & Distribution and API Reference (channels), Automation & AI and Landlord MCP / Tenant MCP (external clients)
When a settings tab, property wizard step, or module permission still blocks progress after self-serve docs, open Get Help & Support or Using in-app support — cite the matching setup step and pair with Support — Setup sequence escalation

Documentation map & escalation

Pair with other Concepts hub sections

Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Support — Section cross-reference, Common Workflows section cross-reference. Full pairing matrix: Concept cross-reference.

Getting Started — Interface layout and Recommended Setup Sequence before deep dives; hub parity: Setup sequence after go-live
Introduction — Platform overview and how documentation sections connect (Introduction — Section cross-reference); hub parity: Setup sequence after go-live
Modules — Screen-by-screen reference for each management workspace (see Core Systems above for concept-to-module pairing); hub parity: Setup sequence after go-live
Common Workflows — Procedures that apply these concepts in practice (hub: Common Workflows section cross-reference, Setup sequence after go-live)
Account Settings — Workspace-wide financial policies, templates, integrations, and operational defaults; setup sequence tab map: Recommended setup order and Tab cross-reference; workflow pairing: Setup sequence after go-live
API Reference — HTTP contracts when concepts meet external integrations (including partial vs full feeds); hub parity: Setup sequence after go-live
Glossary — Short definitions for terms used on concept and module pages (hub: Glossary cluster cross-reference, Setup sequence vocabulary, Setup sequence after go-live)
FAQ & Troubleshooting — Answers aligned with lifecycle, payments, and portal behaviour (hub: FAQ — Section cross-reference, Setup sequence after go-live)
Get Help & Support — Escalation when concept behaviour does not match the live product (hub: Support — Section cross-reference, Setup sequence after go-live, Setup sequence escalation)
Using in-app support — Vivin product tickets when concept behaviour is unclear (section cross-reference; Deeper workflow reads; hub)

Pair with other Concepts hub sections

Bookmark routes pair with Management Frontend Deep Links and Reference deep-link docs. Missing records: Create New menu. Full pairing matrix: Concept cross-reference.

Management Frontend Deep Links — Bookmarkable module routes, tab anchors, /notifications vs Dashboard bell, and booking-engine details query params
Create New menu — Global + slide-out shortcuts into module modals (tenants, bookings, properties, tickets, and more)
FAQ — Permission denied toast — Red You do not have permission to perform this action. toast when RBAC blocks a save; fix in Users → Role Permissions
Deep Links — Account Settings — /settings/* tab routes paired with integration, notification, and portal concept behaviour
Settings > Interface language — Personal UI locale before you share deep links with multilingual operators

Settings that shape concept behaviour

Pair with other Concepts hub sections

Account-wide defaults here pair with Account Settings — Tab cross-reference and per-concept First-time workspace setup tips. Tenant segments: Settings > Tenant categories. Full pairing matrix: Concept cross-reference.

Settings > Preferences — In-app notifications — Account-wide alert categories that gate notification surfaces referenced on concept pages
Settings > Emails — Communication Rules and lifecycle templates across booking, portal, and collections concepts
Settings > Chatbot — Tenant messaging channel paired with Automation & AI and Inbox
Settings > Integration field capability — Partner payload matrix alongside Integrations & Distribution
Settings > Invoicing & Payments — Due dates, deposit rules, and export providers that shape Payment Allocation
Settings > Services — Tenant add-on catalogue configured with Services Marketplace
Settings > Tenant categories — Portal segments, default for integrations, and portfolio filters on Bookings, Finance, and Tenants

Recommended operator workflows

Pair with other Concepts hub sections

Workflow bullets pair with Common Workflows — Workflow cross-reference and per-concept section cross-reference tables. Month-end: Portfolio KPI review. Full pairing matrix: Concept cross-reference.

Onboarding a New Property — Apply lifecycle, payments, and integration concepts during the property wizard; pair with Getting Started — Recommended Setup Sequence (steps 1–3 before, steps 13–15 + Step 7 after) (section cross-reference; Deeper workflow reads; hub)
Processing a New Booking — Booking lifecycle and payment allocation when a reservation is first created (section cross-reference; Deeper workflow reads; hub)
Handling a Late Payment — Step 1 — Collections when payment allocation and portal visibility matter; upstream path from Notifications — Payment overdue alerts (section cross-reference; Deeper workflow reads; hub)
Managing a Check-in — Arrival-week workflow after Upcoming lifecycle concepts (section cross-reference; Deeper workflow reads; hub)
Managing a Check-out & Deposit Refund — Deposit settlement, deposit dispute, and Deposit lifecycle status after long stays (section cross-reference; Deeper workflow reads; hub)
Cancelling a Booking — Termination workflow alongside Booking Lifecycle status rules (section cross-reference; Deeper workflow reads; hub)
Entering Monthly Utility Bills — Monthly supplier billing paired with Bills Included and Utilities concepts (section cross-reference; Deeper workflow reads; hub)
Portfolio KPI review — Reconciliation tying Analytics, Finance, and Operations signals together (section cross-reference; Deeper workflow reads; hub)
Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate or invoiced receipts need Reject / Revert
Notification triage — Row-click routes from /notifications into Deep Links module routes (section cross-reference; Deeper workflow reads; hub)
Manual block hygiene — Audit pass when occupancy deep links show unexpected blocks (section cross-reference; Deeper workflow reads; hub)
Resetting a Management User Password — Recover access when a lockout blocks concept validation in the management app (section cross-reference; Deeper workflow reads; hub)

Lockout catch-up after password recovery

Pair with other Concepts hub sections

External automation after lockout pairs with Landlord MCP — How it connects (JWT refresh). Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: Concept cross-reference.

Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-setup or mid month-end
Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
Resetting a Management User Password — Self-service recovery before catch-up
Landlord MCP — How it connects — Refresh Bearer JWT (and Mcp-Session-Id if needed) after password rotation
Payment Allocation — Pending approval mesh after lockout-delayed month-end

Pair with other Concepts hub sections

Concept reads that cite alerts pair with Deep Links — Notifications and Management Frontend Deep Links. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: Concept cross-reference.

Common Workflows — Notification row-click navigation — Hub matrix (notifications-module-row-click-target.png, notifications-row-navigation-flow.mp4)
Deep Links — Notifications — Bookmarkable /notifications routes
Notifications module — Notification row-click navigation — Canonical module pairing
Notification triage — Step 4 row-click path
Payment Allocation — Ledger context after row-click opens booking Transactions
Payment alert to receivables triage — Ongoing/Ended payment overdue row-click
Finance debt receivables triage — Total Debt vs Debt Aging after alert triage
Confirmation alert triage — Upcoming Booking created / Payment received row-click

Payment alert to receivables triage

Pair with other Concepts hub sections

Payment and lifecycle concepts pair with Payment Allocation and Booking Lifecycle when /notifications payment overdue rows row-click into bookings. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: Concept cross-reference.

Common Workflows — Payment alert to receivables triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Payment Allocation — Two-layer model after row-click opens booking Transactions
Booking Lifecycle — Ongoing/Ended status on overdue rows
Notifications — Payment overdue alerts — Alert source rows
Handling a Late Payment — Step 1 — Collections follow-through
Handling a Late Payment collections — Steps 1–6 after triage surfaces
Notification row-click navigation — Row-click on /notifications before portfolio KPI read
Pending manual receipt approval — Amber Pending before Debt Aging sign-off
Finance debt receivables triage — Portfolio Top debtors after single-booking triage

Finance debt receivables triage

Pair with other Concepts hub sections

Portfolio receivables concepts pair with Payment Allocation and Glossary — Finance Debt Aging when Total Debt stays high after single-booking alert triage. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: Concept cross-reference.

Common Workflows — Finance debt receivables triage — Hub matrix (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Payment alert to receivables triage — Single-booking alert triage before portfolio surfaces
Payment Allocation — Two-layer model behind Debt Aging rows
Glossary — Finance Debt Aging — Top debtors vocabulary
Glossary — Uncovered Debt — Deposit-cushioned vs thin coverage
Finance module — Finance debt receivables triage — Debt Aging canonical surface
Pending manual receipt approval — Clear amber Pending before Top debtors sign-off
FAQ — Finance debt receivables triage hub — Four-surface symptom table
Handling a Late Payment collections — Triage surfaces → collections Steps 1–6

Handling a Late Payment collections

Pair with other Concepts hub sections

Two-layer Payment Allocation shapes receivables triage surfaces — Handling a Late Payment — Steps 1–6 cover tenant outreach, receipt recording, penalties, and escalation after you pick a booking from Debt Aging or a payment overdue alert. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: Concept cross-reference.

Symptom	Triage surface	Collections step
Payment overdue alert	Row-click on `/notifications`	Handling a Late Payment — Step 1
Ranked debtors needed	Finance → Overview → Debt Aging	Step 1 after booking open
Balance unchanged after transfer	Pending manual receipt approval	Step 4b

Common Workflows — Handling a Late Payment collections hub — Hub matrix (finance-overview-income-chart-debt-aging.png, notifications-row-navigate-to-booking-detail.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Payment alert to receivables triage — Upstream payment overdue alert row-click
Finance debt receivables triage — Debt Aging Top debtors before tenant outreach
Payment Allocation — Two-layer model behind Payment Plan and Transactions
Handling a Late Payment — Full collections workflow (section cross-reference; Deeper workflow reads; hub)
Notification triage — Upstream alert triage (Step 4)
Pending manual receipt approval — Step 4b approval mesh
Reject/revert mistaken receipts — Ledger cleanup before Step 3
FAQ — Handling a Late Payment hub — Collections symptom table
Glossary — Handling a Late Payment collections hub — Surface table + per-guide mesh
API Reference — Handling a Late Payment collections — Partner import hub parity

Walkthrough: open an arrears booking, confirm Payment Plan overdue pills, use Communication for tenant outreach, record a manual receipt via Transaction (Add Payment modal), then approve pending rows when your role allows.

Finance Income status drill-down

Pair with other Concepts hub sections

Two-layer Payment Allocation shapes Income chart Paid / Scheduled / In debt segments — segment-click opens payment-line modals; booking-level rank stays on Debt Aging. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: Concepts — Section cross-reference.

Common Workflows — Finance Income status drill-down — Hub matrix (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
Finance debt receivables triage — Debt Aging Top debtors when payment-line modal is not enough
Finance module — Income status drill-down — Stacked Income chart canonical surface
FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
Portfolio KPI review — Finance Income status drill-down — Month-end Income reconciliation on Step 7
Cash flow forecast drill-down — Collections history — distinct from status segments
Payment Allocation — Two-layer model behind status segments
Finance module — Canonical Income chart surface

Cash flow forecast drill-down

Pair with other Concepts hub sections

Approved collections on Cash flow forecast reflect Payment Allocation timing — distinct from Income status segments and Dashboard rent due chart. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: Concepts — Section cross-reference.

Common Workflows — Cash flow forecast drill-down — Hub matrix (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
Finance Income status drill-down — Paid / Scheduled / In debt segments — not collections history
Finance module — Income chart and cash flow forecast — Canonical Cash flow forecast chart surface
FAQ — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
Portfolio KPI review — Cash flow forecast drill-down — Month-end collections reconciliation on Step 7
Finance debt receivables triage — Top debtors when collections modal is not enough
Payment Allocation — When approved receipts hit collections history
Glossary — Cash flow forecast (Finance Overview) — Term definition

Same-day turnover coordination

Pair with other Concepts hub sections

Lifecycle models pair with Booking Lifecycle and Glossary — Same-day turnover when a departing Ongoing stay and incoming Upcoming reservation share one unit on the same calendar day — finish outgoing turnover before incoming key handover. Hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: Concept cross-reference.

Common Workflows — Same-day turnover coordination — Hub matrix (operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4)
Booking Lifecycle — Upcoming / Ongoing / Ended overlap on shared units
Glossary — Same-day turnover — Shared-unit arrival/departure vocabulary
Operations module — Same-day turnover coordination — Check-in & Check-out week lists primary entry
Managing a Check-out — Step 2 — Turnover ticket before incoming Step 4
Check-out collections before refund — Outgoing In Debt before incoming keys
FAQ — Same-day turnovers — Four-step operator habit

Check-out final utilities handoff

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Glossary — End-of-Booking cost split when final utility overage lines post on departure week — distinct from mid-stay Utility overage collections. Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — Check-out final utilities handoff — Hub matrix (utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, utilities-bills-tab-missing-toggle.png)
Payment Allocation — Two-layer model behind overage lines on Payment Plan
Glossary — End-of-Booking cost split — End of Booking charge time vocabulary
Utilities module — Check-out final utilities handoff — Allocations / Bills canonical posting
Entering Monthly Utility Bills — Step 4 — Overage line verification before refund
Managing a Check-out — Step 6 — Charge settlement gate before deposit release
FAQ — Check-out final utilities handoff — Symptom table for final overage blocking refund
Check-out collections before refund — Rent/fee arrears — distinct mesh

Check-out collections before refund

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Payment Allocation when departure-week rent/fee lines stay In Debt on Payment Plan before deposit release — distinct from utility Check-out final utilities handoff and duplicate Check-out ledger cleanup before refund. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: Concept cross-reference.

Common Workflows — Check-out collections before refund — Hub matrix (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Payment Allocation — Two-layer model behind rent/fee lines on Payment Plan
Bookings module — Check-out collections before refund — Payment Plan / Deposit tab settlement path
Finance module — Check-out collections before refund — Portfolio Contract Values In Debt filter for departure-week arrears
Managing a Check-out — Step 6 — Charge settlement gate before deposit release
Handling a Late Payment — Step 1 — Collections when Ready To Refund is blocked
Check-out final utilities handoff — Utility overage lines — distinct mesh
FAQ — Check-out collections before refund — Symptom table for rent/fee In Debt blocking Ready To Refund
Check-out ledger cleanup before refund — Duplicate transfers — distinct mesh

Check-out ledger cleanup before refund

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Payment Allocation — Correcting mistaken receipts when duplicate departure transfers leave phantom In Debt before deposit release — distinct from rent Check-out collections before refund and utility Check-out final utilities handoff. Hub parity: Common Workflows — Check-out ledger cleanup before refund. Full pairing matrix: Concept cross-reference.

Common Workflows — Check-out ledger cleanup before refund — Hub matrix (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Payment Allocation — Correcting mistaken receipts — Two-layer model behind Reject / Revert
Bookings module — Check-out ledger cleanup before refund — Transactions Reject / Revert on departure-week duplicates
Finance module — Check-out ledger cleanup before refund — Portfolio Transactions bulk Reject selected
Managing a Check-out — Step 6 — Canonical departure-week duplicate cleanup before Step 5
Check-out collections before refund — Real arrears contrast (tenant did not pay)
Reject/revert mistaken receipts — Duplicate transfer cleanup before Ready To Refund
FAQ — Check-out ledger cleanup before refund — Symptom table for phantom In Debt / duplicate departure transfers
Check-out vs cancellation — Ended vs Canceled lifecycle exit — distinct mesh
Cancellation collections before void — Policy void — distinct mesh

Check-out vs cancellation

Pair with other Concepts hub sections

Lifecycle exit models pair with Booking Lifecycle when operators must choose completed stay (Ended) vs policy void (Canceled) — distinct from mistaken rows (Cancel Booking vs Delete Booking), departure-week Check-out collections before refund, and pre-cancel Cancellation collections before void. Hub parity: Common Workflows — Check-out vs cancellation. Full pairing matrix: Concept cross-reference.

Common Workflows — Check-out vs cancellation — Hub matrix (workflows-cancel-booking-refund-modal-flow.mp4, bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png)
Booking Lifecycle — Ended vs Canceled status tabs and filters
Managing a Check-out — Step 7 — Normal completed stay → Ended
Cancelling a Booking — Step 4 — Policy void → Canceled
Bookings module — Check-out vs cancellation — Cancel booking modal, Canceled / Ended filters
Finance module — Check-out vs cancellation — Deposits refund queue on both paths
Check-out collections before refund — Departure-week arrears on Ended path
Cancellation collections before void — Pre-cancel arrears on Canceled path
FAQ — Check-out vs cancellation — Symptom table for Ended vs Canceled routing

Cancellation collections before void

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Payment Allocation when pre-cancel rent/fee lines stay In Debt on Payment Plan before Cancelling a Booking — Step 4 — distinct from departure-week Check-out collections before refund, duplicate Check-out ledger cleanup before refund, and utility Check-out final utilities handoff. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: Concept cross-reference.

Common Workflows — Cancellation collections before void — Hub matrix (finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4)
Payment Allocation — Scheduled charge settlement before policy void
Bookings module — Cancellation collections before void — Payment Plan unpaid lines before Cancel booking
Finance module — Cancellation collections before void — Portfolio Contract Values In Debt filter
Cancelling a Booking — Step 2 — Canonical pre-cancel settlement before void
Handling a Late Payment — Cancellation collections before void — Steps 1–4 before policy void
Check-out collections before refund — Departure-week arrears contrast (completed stay)
Reject/revert mistaken receipts — Duplicate transfer cleanup — distinct from rent arrears
FAQ — Cancellation collections before void — Symptom table for In Debt blocking Cancel booking
Wrong tenant on a booking — Valid stay with wrong profile — distinct mesh
Cancel Booking vs Delete Booking — Duplicate row vs policy void — distinct mesh

Wrong tenant on a booking

Pair with other Concepts hub sections

Booking–tenant profile linkage pairs with Booking Lifecycle when a valid Upcoming reservation points at the wrong existing tenant — use Change tenant on Contract Info, not tenant master-data edits or Cancel Booking vs Delete Booking soft-archive. Hub parity: Common Workflows — Wrong tenant on a booking. Full pairing matrix: Concept cross-reference.

Common Workflows — Wrong tenant on a booking — Hub matrix (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-modal.png, bookings-detail-change-tenant-flow.mp4)
Booking Lifecycle — Upcoming reassignment guards before check-in and contract signing
Bookings module — Wrong tenant on a booking — Change tenant control and reassignment guards
Tenants module — Wrong tenant on a booking — Profile directory vs reservation reassignment contrast
Processing a New Booking — Step 6 — Post-import profile check
Cancel Booking vs Delete Booking — Duplicate row vs wrong profile decision table
FAQ — Wrong tenant on a booking — Eligibility and symptom table

Cancel Booking vs Delete Booking

Pair with other Concepts hub sections

Lifecycle and ledger models pair with Booking Lifecycle when operators must choose policy void (Cancel booking with refund dialog) vs mistaken-row cleanup (Delete Booking soft-archive) — distinct from wrong-profile Wrong tenant on a booking, lifecycle exit Check-out vs cancellation, and pre-cancel Cancellation collections before void. Hub parity: Common Workflows — Cancel Booking vs Delete Booking. Full pairing matrix: Concept cross-reference.

Common Workflows — Cancel Booking vs Delete Booking — Hub matrix (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, finance-transactions-type-summary-cards.png, workflows-cancel-booking-refund-modal-flow.mp4)
Booking Lifecycle — Canceled vs soft-archived row visibility
Bookings module — Delete Booking (soft archive) — Soft-archive control and #1897 ledger behaviour
Cancelling a Booking — Step 4 — Policy void → Cancel booking
Finance module — Manual Transactions hidden after Delete Booking
Wrong tenant on a booking — Valid stay with wrong profile — distinct mesh
Glossary — Archived booking ledger visibility — #1897 Manual Transactions invariant
FAQ — Cancel Booking vs Delete Booking — Decision table and symptom routing

Portfolio retirement decisions

Pair with other Concepts hub sections

Lifecycle and inventory models pair with Booking Lifecycle and Glossary — Archived property when operators must choose building-level Archive property, policy void Cancel booking, or mistaken-row Delete Booking soft-archive — distinct from Cancel Booking vs Delete Booking reservation-only scope and Wrong tenant on a booking profile reassignment. Hub parity: Common Workflows — Portfolio retirement decisions. Full pairing matrix: Concept cross-reference.

Common Workflows — Portfolio retirement decisions — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png, bookings-cancel-booking-modal-refund-types.png, finance-transactions-type-summary-cards.png)
Booking Lifecycle — Canceled vs soft-archived vs building Archive scope contrast
Listings module — Archived properties — Building retirement model
Bookings module — Delete Booking (soft archive) — Reservation soft-archive and #1897 ledger behaviour
Glossary — Archived property — Building scope vs Glossary — Archived booking ledger visibility
Cancel Booking vs Delete Booking — Reservation void vs cleanup — distinct mesh
Manual block hygiene — Portfolio retirement decisions — Portfolio sunsetting after hold cleanup
FAQ — Portfolio retirement decisions — Three-way decision table and symptom routing

Archive property (building-level)

Pair with other Concepts hub sections

Inventory models pair with Glossary — Archived property when operators retire a whole building from active pickers — Archive property preserves booking and ledger history unlike Delete Booking (reservation soft-archive). Pair Portfolio retirement decisions when scope is unclear. Hub parity: Common Workflows — Archive property (building-level). Full pairing matrix: Concept cross-reference.

Common Workflows — Archive property (building-level) — Hub matrix (listings-archived-populated-table.png, listings-archived-unarchive-sidebar.png)
Listings module — Archived properties — Building retirement model
Glossary — Archived property — Building scope vs Glossary — Archived booking ledger visibility
Manual block hygiene — Portfolio retirement decisions — Clear holds before building Archive
Portfolio retirement decisions — Three-way Archive vs Cancel vs Delete scope table
Cancel Booking vs Delete Booking — Reservation void vs cleanup — distinct mesh
FAQ — Archive a property — Step-by-step Archive / Unarchive

Utility overage collections

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Payment Allocation and Glossary — End-of-Booking cost split when utility overage lines post on Payment Plan after monthly bill entry — distinct from departure-week Check-out final utilities handoff. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: Concept cross-reference.

Common Workflows — Utility overage collections — Hub matrix (utilities-allocations-row-breakdown-expanded.png, finance-contract-values-in-debt-filter.png, utilities-allocations-review-flow.mp4)
Payment Allocation — Two-layer model behind overage lines on Payment Plan
Glossary — End-of-Booking cost split — End of Booking charge time contrast (not mid-stay mesh)
Utilities module — Utility overage collections — Allocations / Bills canonical posting before collections
Entering Monthly Utility Bills — Step 4 — Overage line verification before collections
Handling a Late Payment — Step 1 — Collections after bill posting
Check-out final utilities handoff — Departure-week subset contrast
FAQ — Utility overage collections — Symptom table for unpaid utility overage on Payment Plan

Property setup to first arrival handoff

Pair with other Concepts hub sections

Lifecycle and portal models pair with Booking Lifecycle and Glossary — Tenant category when go-live inventory reaches its first arrival week — finish Onboarding a New Property — Steps 1–7 before Managing a Check-in — Step 1. Hub parity: Common Workflows — Property setup to first arrival handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — Property setup to first arrival handoff — Hub matrix (listings-property-edit-access-lockers-tab.png, workflows-onboarding-property-wizard.mp4, workflows-operations-check-in-out-planning-view.png)
Booking Lifecycle — Upcoming first stay on new inventory before Ongoing
Glossary — Tenant category — Property-level defaults before portal gates
Listings module — Property setup to first arrival handoff — Access Lockers and portfolio verify on go-live
Onboarding a New Property — Step 7 — Upstream go-live verify before first arrival
Managing a Check-in — Step 1 — Downstream arrival-week entry (~7 days out)
New inventory to first booking handoff — Upstream first Upcoming reservation on new property
FAQ — Property setup to first arrival handoff — Symptom table for go-live → first arrival week

New inventory to first booking handoff

Pair with other Concepts hub sections

Lifecycle models pair with Booking Lifecycle and Glossary — Tenant category when go-live inventory needs its first Upcoming reservation — finish Onboarding a New Property — Steps 1–7 before Processing a New Booking — Step 1 duplicate checks or manual Add booking. Hub parity: Common Workflows — New inventory to first booking handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — New inventory to first booking handoff — Hub matrix (listings-module-overview.png, bookings-add-booking-modal.png, workflows-onboarding-property-wizard.mp4)
Booking Lifecycle — Upcoming first stay on new inventory before Ongoing
Glossary — Tenant category — Property-level defaults before portal gates
Listings module — New inventory to first booking handoff — Portfolio verify on go-live Step 7
Bookings module — New inventory to first booking handoff — First Upcoming status tabs / Add booking on new inventory
Onboarding a New Property — Step 7 — Upstream go-live verify before first reservation
Processing a New Booking — Step 1 / Step 6 — Duplicate check and confirmation gates
Property setup to first arrival handoff — Downstream ~7-day arrival planning after first booking
FAQ — New inventory to first booking handoff — Symptom table for go-live → first reservation

Confirmation to check-in handoff

Pair with other Concepts hub sections

Upcoming portal and receipt models pair with Booking Lifecycle and Tenant Portal — finish Processing a New Booking — Steps 5b–6 before Managing a Check-in — Step 1 (~7 days out). Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — Confirmation to check-in handoff — Hub matrix (bookings-detail-contract-method-of-payments.png, workflows-operations-check-in-out-planning-view.png, booking-lifecycle-status-tabs-flow.mp4)
Booking Lifecycle — Upcoming status gates before arrival week
Tenant Portal — Contract signing and portal module gates on Upcoming stays
Bookings module — Confirmation to check-in handoff — Contract Info portal gates on Upcoming imports
Operations module — Confirmation to check-in handoff — Check-in & Check-out Next 7 days after Step 6
Processing a New Booking — Step 6 — Upstream portal sanity before handoff
Managing a Check-in — Step 1 — Downstream arrival-week entry
Confirmation alert triage — Alert-driven entry before Step 6 portal checks
FAQ — Confirmation to check-in handoff — Symptom table for Upcoming → arrival week

Check-in to check-out handoff

Pair with other Concepts hub sections

Ongoing lifecycle and ledger models pair with Booking Lifecycle and Payment Allocation — finish Managing a Check-in — Step 4 before Managing a Check-out — Step 1 (~7 days out). Hub parity: Common Workflows — Check-in to check-out handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — Check-in to check-out handoff — Hub matrix (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png)
Booking Lifecycle — Ongoing status gates before departure week
Payment Allocation — Departure-week charge settlement before deposit release
Bookings module — Check-in to check-out handoff — Timeline departure bars on Ongoing rows
Operations module — Check-in to check-out handoff — Check-outs pill + Next 7 days
Managing a Check-in — Step 4 — Upstream key handover prerequisite
Managing a Check-out — Step 1 — Downstream departure-week entry
Confirmation to check-in handoff — Upstream Upcoming → arrival week contrast
FAQ — Check-in to check-out handoff — Symptom table for Ongoing → departure week

Occupancy KPI to block hygiene handoff

Pair with other Concepts hub sections

KPI and calendar models pair with Booking Lifecycle and Glossary — Manual unavailability (manual block) when Analytics Occupancy / RevPAR dips without a rate change — run Portfolio KPI review — Step 3 before Manual block hygiene — Step 1. Hub parity: Common Workflows — Occupancy KPI to block hygiene handoff. Full pairing matrix: Concept cross-reference.

Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (analytics-kpi-occupancy-tab.png, audit-manual-blocks-workspace.png, audit-manual-blocks-filter-scroll.mp4)
Booking Lifecycle — Availability bars vs Upcoming/Ongoing status on held units
Glossary — Manual unavailability (manual block) — Hold semantics before calendar edits
Glossary — Vacant Unit Preference — Whether manual blocks count as vacancy on Dashboard
Analytics module — Occupancy KPI to block hygiene handoff — Occupancy tab dip signal
Audit module — Occupancy KPI to block hygiene handoff — Manual Blocks portfolio workspace
Portfolio KPI review — Step 3 — Upstream Ranking dip signal
Manual block hygiene — Step 1 — Downstream Tools → Audit pass
Portfolio segmentation by tenant category — When segment — not holds — explains the dip
FAQ — Occupancy KPI to block hygiene handoff hub — Symptom table for KPI dip → block hygiene

Confirmation alert triage

Pair with other Concepts hub sections

Upcoming alerts on new reservations pair with Booking Lifecycle and Processing a New Booking confirmation gates. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: Concept cross-reference.

Common Workflows — Confirmation alert triage — Hub matrix (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png)
Booking Lifecycle — Upcoming status on confirmation-week alerts
Processing a New Booking — Step 5b / Step 6 — Canonical confirmation gates
Notification row-click navigation — Row-click on /notifications before mark-read
Payment alert to receivables triage — Contrast Upcoming vs Ongoing/Ended payment overdue
Pending manual receipt approval — Payment received alert until Approve payments

Walkthrough media

Pair with other Concepts hub sections

MP4 clips complement PNG screenshots on workflow and module guides — start at Common Workflows — Walkthrough media. Hub parity: Common Workflows — Walkthrough media. Full pairing matrix: Concept cross-reference.

Common Workflows — Walkthrough media — Canonical MP4 index for step-by-step operator guides
Modules — Module pages with embedded clips (Analytics tab switching, Operations mobile shell, Finance drill-downs)
Account Settings — Settings clips (ChatBot Save, Support new-ticket flow)
Onboarding a New Property — Property wizard MP4 beside setup steps 4–12
Booking lifecycle — Status filters and Timeline MP4 beside lifecycle concepts

Portfolio segmentation by tenant category

Pair with other Concepts hub sections

Segment filters pair with Tenant Portal — Portal access by tenant category and Settings > Tenant categories. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: Concept cross-reference.

Common Workflows — Portfolio segmentation by tenant category — Hub matrix when segment filters must align across reservations, receivables, and tenant profiles
Settings > Tenant categories — Define segments, portal gates, and integration defaults
Bookings — Other filters — Tenant category in portfolio Other filters
Finance — Tenant category filter — Ledger segmentation (cache-built option list)
Tenants — Tenant category filter — Directory toolbar dropdown
Glossary — Tenant category — Definition, portfolio filter catalog, and Finance parity
FAQ — Finance tenant category filter parity — Why Finance may omit segments not yet in the cache

Pending manual receipt approval

Pair with other Concepts hub sections

Receipt approval pairs with Payment Allocation — Pending manual approval and FAQ — Manual receipt still pending. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: Concept cross-reference.

Common Workflows — Pending manual receipt approval — Hub matrix when recorded bank transfers still show pending and KPIs or /notifications lag until Approve payments
Payment Allocation — Two-layer model and month-end approval habit
Finance — Pending manual payments — Amber Pending chip on Finance → Transactions
Glossary — Pending manual in-payment (Finance) — Definition and notification pairing
FAQ — Pending manual in-payment on /notifications — Alert persists until Approve payments clears Finance or booking Transactions
FAQ — Uncovered Debt KPI — Finance Total Debt minus deposit offsets; pair with Debt Aging and In debt drill-down
FAQ — Dashboard Total Debt subtitle — Post-login Total Debt card headline vs >15 days subtitle; ongoing bookings only

Reject/revert mistaken receipts

Pair with other Concepts hub sections

Receipt cleanup pairs with Payment Allocation — Correcting mistaken receipts and FAQ — Reject or revert an incoming payment. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: Concept cross-reference.

Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate bank transfers or wrong-booking receipts need Reject / Revert after Approve
Payment Allocation — Correcting mistaken receipts — Two-layer model, modal copy, and credit note accounting follow-up
Finance — Row actions on in-payment rows — Bulk Reject selected on Finance → Transactions
Bookings — Row actions on in-payment rows — Per-row Reject payment and Revert payment on booking Transactions

Month-end invoicing (fixed date)

Pair with other Concepts hub sections

Ledger and allocation concepts pair with Payment Allocation and Glossary — Fixed invoice date when month-end close requires every Fatura or Invoice-xpress document in a batch to share one posting date — save fixed Invoice date in Settings → Invoicing before bulk Issue allocation on Finance → Transactions. Pair Bulk Hostkit invoicing on the same amber toolbar banner. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: Concept cross-reference.

Common Workflows — Month-end invoicing (fixed date) — Hub matrix (settings-invoicing-invoice-date-toggle.png, finance-transactions-fixed-invoice-date-banner.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png)
Payment Allocation — Two-layer model and month-end approval habit before export
Glossary — Fixed invoice date — Account-wide document dating and amber banner
Settings > Invoicing — Default invoice date — Use today as invoice date toggle and saved Invoice date
Finance — Month-end invoicing with a fixed date — Six-step operator habit on Transactions
Bulk Hostkit invoicing — Hostkit Issue allocation pacing on same bulk toolbar
Pending manual receipt approval — Clear Pending mesh before month-end export
FAQ — Month-end invoicing (fixed date) hub — Symptom table + toggle reset after batch

Bulk Hostkit invoicing

Pair with other Concepts hub sections

Integrations & Distribution — Hostkit invoicing Fatura-Recibo workflow paces API calls during bulk Issue allocation — pair Month-end invoicing (fixed date) for fixed document dates. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: Concept cross-reference.

Common Workflows — Bulk Hostkit invoicing — Hub matrix (finance-transactions-bulk-selection-bar.png, settings-invoicing-hostkit-series.png)
Integrations & Distribution — Hostkit invoicing — Per-listing API keys and HTTP 429 pacing
Payment Allocation — Correcting mistaken receipts — Issue credit notes after invoiced Reject / Revert
Glossary — Hostkit — Portuguese invoicing provider vocabulary
Finance — Invoice automation — Bulk toolbar on Transactions
Month-end invoicing (fixed date) — Fixed Invoice date before Hostkit batch
FAQ — Bulk Hostkit invoicing hub — Symptom table + per-guide mesh
FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing — refresh before re-issue

Rent reduction after invoicing

Pair with other Concepts hub sections

Payment Allocation and Glossary — Invoiced floor (rent) explain why Change monthly rent clamps exported months — pair Bulk Hostkit invoicing for Issue credit notes after external rent relief. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: Concept cross-reference.

Common Workflows — Rent reduction after invoicing — Hub matrix (bookings-detail-change-monthly-rent-modal.png, bookings-rent-reduction-invoiced-floor-flow.mp4)
Payment Allocation — Correcting mistaken receipts — Credit note follow-up when rent cannot drop below exported months
Bookings module — Rent reduction after invoicing — Contract Info and Contract Values modals
Finance — Invoiced floor and rent edits — Operator habit on booking vs Transactions
Bulk Hostkit invoicing — Issue credit notes Hostkit pacing after external rent relief
Month-end invoicing (fixed date) — Fixed Invoice date before first bulk export
FAQ — Rent reduction after invoicing hub — Symptom table + per-guide mesh
FAQ — Lower rent below invoiced — Modal walkthrough + MP4

Deeper workflow reads

Pair with other Concepts hub sections

Workflow reads pair with Common Workflows hub subsection index and per-concept section cross-reference tables. Each concept sub-guide also has its own Deeper workflow reads subsection with per-concept [section cross-reference] anchors — for example Booking Lifecycle — Deeper workflow reads, Payment Allocation — Deeper workflow reads, Tenant Portal — Deeper workflow reads. Each workflow sub-guide reciprocates with its own Deeper workflow reads subsection and [Deeper workflow reads](../concepts/booking-lifecycle.md#deeper-workflow-reads) anchors on Concepts & settings bullets — for example Processing a New Booking, Onboarding a New Property. Meta-hubs reciprocate: Account Settings — Deeper workflow reads, Getting Started — Deeper workflow reads, Introduction — Deeper workflow reads, Common Workflows hub — Deeper workflow reads. Full pairing matrix: Concept cross-reference.

Onboarding a New Property — Apply lifecycle, payments, and integration concepts during the property wizard (section cross-reference; Deeper workflow reads; hub)
Processing a New Booking — Booking lifecycle and payment allocation when a reservation is first created (section cross-reference; Deeper workflow reads; hub)
Handling a Late Payment — Collections when Payment Allocation and portal visibility matter (section cross-reference; Deeper workflow reads; hub)
Cancelling a Booking — Termination workflow alongside Booking Lifecycle status rules (section cross-reference; Deeper workflow reads; hub)
Portfolio KPI review — Reconciliation tying Analytics, Finance, and Operations signals together (section cross-reference; Deeper workflow reads; hub)
Entering Monthly Utility Bills — Monthly supplier billing paired with Bills Included and Utilities concepts (section cross-reference; Deeper workflow reads; hub)
Notification triage — Row-click routes from /notifications into Deep Links module routes (section cross-reference; Deeper workflow reads; hub)
Manual block hygiene — Audit pass when occupancy deep links show unexpected blocks (section cross-reference; Deeper workflow reads; hub)

Modules where concepts surface

Pair with other Concepts hub sections

Module rows pair with Core Systems and Modules — Module cross-reference. Permission-gated modules: FAQ — Navigation & shortcuts. Full pairing matrix: Concept cross-reference.

Bookings — Reservation lifecycle, Payment plan, Deposit, and Communication tabs
Finance — Ledgers, payment approval, invoiced-floor guards, and Deposits
Listings — Property wizard, Channels, and Bills Included ceilings
Properties workspace — Legacy /properties bookmarks that redirect into Listings (guide subsection index)
Booking engine details — Rich marketplace payload via the Full integration pill
Operations — Tickets, cash flows, check-in/out queues, and linked cash flows
Inbox — Portfolio WhatsApp triage when chatbot rules escalate to operators
Notifications — Full /notifications history with search and row-click navigation
Notifications — Payment overdue alerts — Operator Payments category rows when scheduled charges are overdue
AI Chat — Vivin-internal AI Assistant paired with Landlord MCP
Audit — Manual Blocks and Discounts during month-end reconciliation

Deeper concept reads

Pair with other Concepts hub sections

Each concept sub-guide also has its own Deeper concept reads subsection with per-concept [section cross-reference] anchors — for example Booking Lifecycle — Deeper concept reads, Payment Allocation — Deeper concept reads, Tenant Portal — Deeper concept reads. Each sub-guide also has Deeper workflow reads for operator procedures. Full pairing matrix: Concept cross-reference.

Booking Lifecycle — Computed status model, list filters, and Timeline (section cross-reference; Deeper concept reads)
Payment Allocation — Two-layer receipts, invoiced-floor rent, and reject/revert corrections (section cross-reference; Deeper concept reads)
Tenant Portal — Booking-scoped tenant self-service, contract signing, and payments (section cross-reference; Deeper concept reads)
FAQ — Tenant contract signing blocked — No PDF yet, mandatory Your Details gates, category locks, or Lease purpose; portal signing vs paper upload on Contract Info
Integrations & Distribution — Marketplace calendar sync, booking imports, and white-label engine (section cross-reference; Deeper concept reads)
Automation & AI — Channel map, chatbot, in-app assistant, and MCP clients (section cross-reference; Deeper concept reads)
Landlord MCP — Account-scoped external automation (section cross-reference; Deeper concept reads)
Tenant MCP — Booking-scoped external automation (section cross-reference; Deeper concept reads)
Management Frontend Deep Links — Bookmarkable management routes (section cross-reference; Deeper concept reads)
Create New Menu — Global + slide-out shortcuts (section cross-reference; Deeper concept reads)
Services Marketplace — Portal add-on catalogue and fulfilment (section cross-reference; Deeper concept reads)

Deeper API reads

Pair with other Concepts hub sections

Each concept sub-guide also has its own Deeper API reads subsection with per-guide [section cross-reference] anchors on companion API Reference pages — for example Booking Lifecycle — Deeper API reads, Integrations & Distribution — Deeper API reads, Landlord MCP — Deeper API reads. API Reference Deeper concept reads bullets link back here with reciprocal [Deeper API reads] anchors. Full pairing matrix: Concept cross-reference.

Booking Lifecycle — Computed status vs integration validation and webhook events (section cross-reference; Deeper API reads)
Payment Allocation — Layer 1 schedules from partner enqueue and error shapes (section cross-reference; Deeper API reads)
Tenant Portal — White-label and import APIs that provision portal access (section cross-reference; Deeper API reads)
Integrations & Distribution — Full/partial feeds, iCal, webhooks, and mapping guides (section cross-reference; Deeper API reads)
Automation & AI — Management session, auth, and inbound channel HTTP (section cross-reference; Deeper API reads)
Landlord MCP — Portfolio JWT bootstrap and listing/booking HTTP behind tools (section cross-reference; Deeper API reads)
Tenant MCP — Booking-scoped session bootstrap and underlying integration routes (section cross-reference; Deeper API reads)
Management Frontend Deep Links — Sign-in and mapping guides before bookmark routes (section cross-reference; Deeper API reads)
Create New Menu — Programmatic booking and listing verification alternatives (section cross-reference; Deeper API reads)
Services Marketplace — Enqueue vs portal catalogue boundaries on partner HTTP (section cross-reference; Deeper API reads)

Key glossary terms

Pair with other Concepts hub sections

Glossary rows pair with Glossary cluster cross-reference and concept pages that cite the same terms. Receipt disputes: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: Concept cross-reference.

Invoiced floor (rent) — Rent edits on live bookings after Finance export
FAQ — Bulk Hostkit invoicing slow — Vivin paces Hostkit API calls and retries HTTP 429 during bulk Issue allocation / Invoice selected; refresh Transactions before re-issuing
Credit note (payment reject/revert) — Finance Transactions reject/revert accounting follow-up; concept walkthrough: Payment Allocation — Correcting mistaken receipts; workflow hub: Common Workflows — Reject/revert mistaken receipts
Deposit dispute — Finance → Deposits and booking Deposit tab freeze before refund
Glossary — End-of-Booking cost split — Charge Time → End of Booking splits daily overage across every occupied unit; still-staying roommates stay in the denominator (#2111)
Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded (#2093)
FAQ — Booking Changelog scope — Operator-initiated edits only; create-time defaults excluded (#2093)
Glossary — Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
Bookings — Provider platform payment — Non-rejected provider platform in-payment blocks Delete Booking until Reject or assign (#2076)
FAQ — Delete Booking on integration reservation — Clear pending provider platform in-payment with Reject or assign before soft-archive (#2076)
Listings — Property edit sidebar pills — Setup / Full integration / Photos pills on property and unit edit sidebars; replaced the old Go to details shortcut (#2082)
Glossary — Finance tenant category cache refresh — Recategorizing a tenant on Tenants → Tenant Info force-refreshes Finance caches so Contract Values, Overview, and Deposits filters match within seconds (#2088)
Glossary — SIMAR water contract ID — SIMAR (Loures e Odivelas) water bills use Cód. Local in Connections — not Nº de Contador; leading zeros stripped (#2110)
FAQ — SIMAR water bill property match — Cód. Local in Connections — not Nº de Contador; strip leading zeros (#2110)
Glossary — Per-booking maintenance ticket opt-out — Add booking checkboxes skip automatic CI/CO tickets for one reservation only; property rule unchanged (#1140)
FAQ — Cancel Booking vs Delete Booking — Cancel for real stays with settlement; Delete soft-archives mistaken/test rows (#1897 / #2076)
Glossary — Archived property — Archive retires a building to Listings → Archived without deleting bookings; distinct from Delete Booking (reservation soft-archive) — Listings — Archived properties
FAQ — Portfolio retirement decisions — Archive property (building) vs Cancel booking vs Delete Booking (reservation soft-archive) — three-way decision table
Deposit lifecycle status — Payment-driven depositStatus pill on booking Deposit tab and Finance → Deposits rows
Finance — Deposit status filter — Other filters → Deposit status multi-select on Bookings and Finance (#2090)
Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits; click Partial paid for collection shortfalls (#2091)
FAQ — Partly collected security deposit — Paid above zero but below Amount on booking Deposit; Partial paid card on Finance → Deposits (#2090 / #2091)
Operations — Tickets toolbar search — Paste the full sequential ticket ID (for example S259, T27) in toolbar Search (#2074)
FAQ — Find a ticket by its ID — Paste the full sequential ticket ID (for example S259, T27) in Operations → Tickets toolbar Search (#2074)
FAQ — Skip automatic check-in/out tickets for one booking — Turn off Use unit contract rents and other contract details on Add booking to reveal CI/CO ticket checkboxes (#1140)
FAQ — Manual payments after Delete Booking — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
Glossary — Directory list load failures — First-fetch directory failures show Retry / Try again; distinct from filter-empty states and booking-sidebar tab errors
Glossary — Vacant Unit Preference — Include manual blocks counts operator holds as free on Dashboard / Sales vacancy surfaces (#1427)
FAQ — Communication or Tickets load failure — Tab-scoped Refresh (Communication) or Retry (Tickets); other booking sidebar tabs stay usable
Operations — Property-level ticket search — Property-name matches share the top relevance tier with unit hits; building-scoped rows float first under an active Property filter (#2089)
Draft ticket (display status) — Operations far-future prep jobs
Ticket — linked cash flows — Operations cost allocation to contractor ledger rows
Notification row navigation — /notifications row-click into Bookings, Tenants, or Listings
FAQ — Notification row-click navigation — On /notifications, row click marks unread then opens link, bookingId, tenantId, listingId, or propertyId (first match); Dashboard bell General rows stay in-panel unless link is set
FAQ — Phone shows Operations only — Mobile phone user agent locks operators with Operations access to /operations; iPads and narrow desktop browsers keep the full module list
Communication schedule — Emails toolbar calendar for lifecycle outreach referenced in booking and portal concepts
Finance Deposits date range — Toolbar default window on Finance → Deposits during check-out and deposit-dispute concepts
FAQ — Deposit missing on Finance Deposits — Default ~3 months date range; clear or widen before triaging older move-outs or dispute row actions
Same-day turnover — Shared-unit arrival/departure overlap across lifecycle and operations concepts
FAQ — Archive a property — Edit property sidebar Archive / Unarchive on Listings; building-level — not Delete Booking or Cancel booking
FAQ — Same-day turnovers — Check-out + check-in on one unit same day: Operations → Check-in & Check-out, Timeline / Multicalendar, turnover tickets
FAQ — AI token usage — Poll GET /ai-usage / GET /ai-usage/summary with management JWT; landlord_chat + utility_bill_extraction; no management UI screen yet
FAQ — Automatic check-in email — Trigger matrix, 15-day cutoff, paper upload vs portal signing, Nuki-only toggle, Send / Resend on Contract Info
FAQ — WhatsApp and email per booking — Bookings → Communication tab when tenant chatbot is enabled; Inbox for portfolio-wide triage
FAQ — Lower rent below invoiced — Change monthly rent clamps and Contract Values → Edit amount blocks net below exported invoice totals; use credit notes in accounting when you truly need a reduction
FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
FAQ — Finance Income status drill-down — Overview Income chart (Paid / Scheduled / In debt); click a segment for month-scoped payment-line modal; Debt Aging for booking-level receivables
FAQ — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
FAQ — Cash flow forecast drill-down — Month / Day bar-click habit
FAQ — Bookings that owe money — Top debtors and overdue buckets on Finance → Overview; Total Debt KPI is not a table
FAQ — Fixed rent on variable unit — Variable listing + equal rent every contract month → booking stores fixed headline Monthly rent; payment plan unchanged

Reference​

Core Systems​

Tenant Experience​

Platform Capabilities​

Concept cross-reference​

Concepts hub subsection index​

Related​

Setup sequence after go-live​

Documentation map & escalation​

Navigation & bookmarks​

Settings that shape concept behaviour​

Recommended operator workflows​

Lockout catch-up after password recovery​

Notification row-click navigation​

Payment alert to receivables triage​

Finance debt receivables triage​

Handling a Late Payment collections​

Finance Income status drill-down​

Cash flow forecast drill-down​

Same-day turnover coordination​

Check-out final utilities handoff​

Check-out collections before refund​

Check-out ledger cleanup before refund​

Check-out vs cancellation​

Cancellation collections before void​

Wrong tenant on a booking​

Cancel Booking vs Delete Booking​

Portfolio retirement decisions​

Archive property (building-level)​

Utility overage collections​

Property setup to first arrival handoff​

New inventory to first booking handoff​

Confirmation to check-in handoff​

Check-in to check-out handoff​

Occupancy KPI to block hygiene handoff​

Confirmation alert triage​

Walkthrough media​

Portfolio segmentation by tenant category​

Pending manual receipt approval​

Reject/revert mistaken receipts​

Month-end invoicing (fixed date)​

Bulk Hostkit invoicing​

Rent reduction after invoicing​

Deeper workflow reads​

Modules where concepts surface​

Deeper concept reads​

Deeper API reads​

Key glossary terms​

Reference

Core Systems

Tenant Experience

Platform Capabilities

Concept cross-reference

Concepts hub subsection index

Related

Setup sequence after go-live

Documentation map & escalation

Navigation & bookmarks

Settings that shape concept behaviour

Recommended operator workflows

Lockout catch-up after password recovery

Notification row-click navigation

Payment alert to receivables triage

Finance debt receivables triage

Handling a Late Payment collections

Finance Income status drill-down

Cash flow forecast drill-down

Same-day turnover coordination

Check-out final utilities handoff

Check-out collections before refund

Check-out ledger cleanup before refund

Check-out vs cancellation

Cancellation collections before void

Wrong tenant on a booking

Cancel Booking vs Delete Booking

Portfolio retirement decisions

Archive property (building-level)

Utility overage collections

Property setup to first arrival handoff

New inventory to first booking handoff

Confirmation to check-in handoff

Check-in to check-out handoff

Occupancy KPI to block hygiene handoff

Confirmation alert triage

Walkthrough media

Portfolio segmentation by tenant category

Pending manual receipt approval

Reject/revert mistaken receipts

Month-end invoicing (fixed date)

Bulk Hostkit invoicing

Rent reduction after invoicing

Deeper workflow reads

Modules where concepts surface

Deeper concept reads

Deeper API reads

Key glossary terms