Add and edit Properly Rentals

Updated 2 years ago by Michael McKay

When we create a unit in Properly, we need to link it back to our system in Keys to the Kingdom so we can generate reports or send out jobs for the property. Follow these steps to add and edit a Properly rental to Keys to the Kingdom.

Step 1: Click 'Rentals in properly' under Cleaning and Maintenance

Step 2: If adding a new rental in Properly, click the 'Add Properly Rental' button on the top right. But if you want to edit an existing rental ID, skip to Step 5.

Step 3: Select and click on the property from drop-down menu in the Rental box.

Step 4: To get the Properly rental ID:

  1. Go to Properly and click the Calendar section
  2. Type in the name of the property in the search box and click the correct property in the results section.
  3. The Properly rental ID is the set of characters directly after 'properties/'. Copy the rental ID.
  4. Paste the copied rental id into the Properly rental id box in Keys to the Kingdom.
  5. Click Save.

Step 5: If you want to edit an existing rental, select and click the property you want to edit.

  1. You may now edit the Properly rental id.
  2. Click Save.

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