Residents

Manage your residents throughout their entire lifecycle — from invitation to move-out.

Invite a Resident

Send an invitation to a new resident to create their account:

1. Go to Residents from the sidebar
2. Click Invite Resident
3. Enter the resident's email address and name
4. The resident receives an email with a link to set up their account
5. Once they register, they appear in your resident list with their profile pre-filled

Invited residents can access their portal to view invoices, make payments, and submit complaints.

Bulk Invite

For hostels onboarding multiple residents at once:

1. Go to Residents > Bulk Invite
2. Download the CSV template
3. Fill in resident details: name, email, phone, room, bed
4. Upload the completed CSV
5. Review the import preview
6. Click Send Invitations

BedShift validates the data and sends invitations to all valid entries. Any errors (duplicate emails, invalid rooms) are highlighted for correction.

Resident Profile

Each resident has a detailed profile containing:

• Personal information: Name, email, phone, CNIC, date of birth
• Emergency contact: Name, phone, relationship
• Booking details: Current room, bed, check-in date, rent amount
• Financial summary: Total invoiced, total paid, outstanding balance
• Documents: Uploaded files (CNIC, agreements, receipts)
• Activity log: Timeline of actions (bookings, payments, complaints)

Editing a Profile

Click on any resident from the list to view their profile. Click Edit to update their information. Changes are logged in the activity timeline.

Move-Out

When a resident is leaving:

1. Open the resident's profile
2. Click Move Out
3. Set the move-out date
4. Review the final settlement:
   • Outstanding invoices
   • Security deposit refund amount
   • Any deductions
5. Confirm the move-out

The bed status automatically changes to Available, and the resident's booking is marked as completed. The resident retains access to their portal for viewing past invoices and payment history.

Documents

Upload and manage documents for each resident:

• CNIC front and back: Identity verification
• Rental agreement: Signed agreement copy
• Receipts: Payment or deposit receipts
• Custom documents: Any other relevant files

Uploading Documents

1. Open the resident's profile
2. Go to the Documents tab
3. Click Upload Document
4. Select the file and choose a document type
5. Add a description (optional)

Documents are stored securely in your organization's MinIO bucket.

Custom Fields

Define custom fields to capture additional resident information specific to your hostel:

1. Go to Settings > Custom Fields
2. Click Add Field
3. Configure the field:
   • Label: e.g., "University Name", "Student ID", "Employer"
   • Type: Text, Number, Date, Dropdown, or Checkbox
   • Required: Whether the field is mandatory
4. Save

Custom fields appear on the resident profile and booking forms. They are included in CSV exports.