Customer Success Portal

Back to home

Customer Success Portal

Management Portal

Management Portal

This section will go most of the features of our management portal for your community team.

Manager Portal Overview

Dashboard

Dashboard Overview

Calendar

Calendar Overview

How do you add or create new events & reminders into the calendar?

How do you send an email only to residents that are attending an event?

How can you check-in residents that signed up for an event?

How do you set up automated satisfaction surveys and generate reviews on different reputation sites after an event finishes?

How do you download a CSV file of attendees for an event?

How do you cancel, delete, or edit an existing event or reminder?

How do you take an amenity reservation through the calendar?

How do you filter the calendar by events or amenity reservations?

How do you add events & reminders into the resident social calendar?

How do you use the calendar?

How do you add a user to an amenity reservation in the calendar?

How do you filter the calendar by events or reservations?

See more

Contacts

Contacts overview

How do residents get created or moved out through the integration?

How do I create a “dummy” resident account for my staff?

How to approve pending residents when manual approval is on?

Marketing - Announcements & Surveys

Announcements & Surveys Overview

How to send emails?

How to set up SMS/Texting feature

How to send SMS?

How to send push notifications?

How to send one time surveys?

How to create automated surveys?

How to schedule a communication for a future date?

See more

Marketing - Community Feed & Interest Groups

Overview of Community Feed & Interest Groups

How to approve a post?

How to post an announcement in the community feed?

How to create a new interest group?

Marketing - Gift Cards

Overview of Gift Cards

How to add funds to your Elevated Living account?

How to send a gift card to a recipient?

How to perform an audit or generate a report from any gift cards that were sent?

Marketing - Rewards

Overview of Rewards

Marketing - Digital Signage

Overview of Digital Signage

How to set digital screens showing the same content in multiple locations

How to set up digital screens showing different content in multiple locations

Marketing - Reputation Management

Overview of Reputation Management

How to add your external social reputation links into the Elevated Living platform

How to use our automated survey feature to start generating automated reviews on sites such as Google, Apartments.com, and more!

Marketing - Digital Displays

Overview of Digital Displays

How to plug digital display URL into your TV

Operations - Checklists

Overview of Checklists

How to set up custom tasks

How to set up move-in inspections (basic)

How to set up move-in inspections (advanced)

How to monitor checklist completion and send automated reminders to recipients

See more

Operations - User Management

Overview of User Management

How to add property manager users (full access)

How to add front desk / concierge users (view only access)

How to add maintenance users

How to add multi-site users

See more

Operations - Amenities & Reservations

Overview of Amenity Reservations

How to Refund and Cancel Reserved Amenities

How to add time blocks (ex one morning 4hr booking and one pm)

How to add a free hourly amenity (example - conference room or elevator)

How to add a paid hourly amenity (example - clubroom)

How to add a daily rental amenity (example - guest suite)

How to limit capacity within an amenity space

How to monitor amenity rentals in calendar & dashboard

How to approve or deny “manual approval” amenity reservations

How to limit to one reservation per day

How to limit to one reservation per user per day

How to limit the total number of reservations a user can book in a 7 day period

How to change the end date of an amenity

How to Block Out Days and Times for Reservations

How to Adjust Rates and Add Free Reservations

How to limit how far in advance a user can book an amenity

How to set up time slots versus regular times

How to automate your amenity cleaning using Elevated Living housekeeping services

See more

Operations - Maintenance

Overview of Maintenance

How to add maintenance users

Maintenance functions on the computer (Web application)

Maintenance functions in Elevated Hub (Mobile app)

Operations - Visitors

Overview of Visitors

How to view & check-in a user’s visitors

How to add a one time visitor to user’s account

How to pull audit reports on visitor check-ins

How to view all visitors for a specific user

See more

Operations - Packages

Overview of Package Management Module

Package Feature Add-on: Door To Door Delivery CRM

How do package locker integrations work with Elevated Living?

How to scan packages in using the mobile app (mobile device or tablet)

How to view package status in the web application (on a computer)

See more

Operations - Shift & Action Log

Overview of Shift & Action Log

How to add, view, assign, and edit notes in shift log

How to filter view notes & actions in the shift log

How to check-in a one time visitor in shift log

Operations - Community Essentials

Overview of Community Essentials

Comprehensive list of common community essentials

Operations - Parking Management

Overview of Parking Management

Operations - Valet CRM

Valet Management

Unified Inbox

Overview of the Unified Inbox