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What key data does the ForentX dashboard contain?
On the dashboard, we provide you with a variety of data dashboards, including occupancy rate, contract volume, reservation count, and pending payments. Click the data you want to operate on, navigate to the page, and proceed directly.
How can I check the latest status of my charges after making a payment?
Entry: Select the [Charges] TAB, and view your paid bills in the [Paid] list. The Bill Status will be updated to "Paid."
How to bind a new smart lock to my property or unit?
Step1：Turn on Bluetooth and near the smart lock,click [IoT]>[Add Locks]; Step2:Select the smart lock brand and property/unit; Step3:Search for nearby smart lock,select the Lock ID to bind,and complete the bingding;
Where should I set the default currency for my account?
Please follow these steps to set the currency type displayed by the system: Step 1: Select [Profile Icon] at the top of the page — [Account Settings]. Step 2: Select the Currency and the Currency Display Format. Kindly Note: Changing the currency will only af...
How do I configure automatic charge generation rules?
Please follow these steps to configure your charge and bill generation rules: Step 1: Select [Profile Icon] at the top of the page — [Account Settings]. Step 2: Proceed to the Charges/Bills Settings. You may choose between [Billing by tenancy start-date cycl...
How do I set up overdue reminders for charges?
Please follow these steps to configure your bill overdue reminder rules: Step 1: Select [Profile Icon] at the top of the page — [Account Settings]. Step 2: Proceed to the Charge Overdue Action. You may choose between [No Action] or [Notify Payer] based on you...
How do I set the number of days for advance generation of recurring charges/bills?
Please follow these steps to configure the advance reminder rules for recurring bills: Step 1: Select [Profile Icon] at the top of the page — [Account Settings]. Step 2: Proceed to the Bill Leading Time. You may select the desired number of days to generate a...
How should I add and manage my bank account information?
How to Add My Bank Account Information? Step 1: Select [Profile Icon] at the top of the page — [Bank Account / Card]. Step 2: Click [Add Bank Account], fill in the Bank Name, Account Holder, and Account Number. Click [Add Bank Account], and the system will ge...
How do I activate and connect my Stripe payment gateway sub-account?
Overall Process The entire activation process follows a three-step strategy: "Platform Guidance → Official Website Registration → Activation Complete," minimizing your operational burden. Process Stage Platform / Operating Entity Key Action Core Output ...
How do I activate and connect my HitPay payment gateway sub-account?
Overall Process The entire activation process follows a four-step strategy: "Platform Guidance → Official Website Registration → Key Retrieval → Activation," minimizing your operational burden. Process Stage Platform / Operating Entity Key Action Core Outpu...
How to configure global settings for automatic password distribution and overdue freezing rules for smart locks?
Step1：Click on your avatar to enter the settings center; Step2:Click [IoT Settings] to enter the configuration page; Step3:Select the Smart Lock module to configure Sending Rules and Freezing Rules; [Mobile Version] Step1：Click on your avatar to enter the s...
Where can I view my current subscription plan information?
PC: View Subscription Details Entry: Select [Avatar] (or [Profile Icon]) at the top of the page — [Subscription]. You can view your current plan, value-added services, usage, and payment information in the Homepage Overview. APP: View Subscription Details En...
How do I upgrade my current subscription plan?
Step 1: Select [Profile Icon] at the top of the page — [Subscriptions]. Step 2: Select the corresponding plan as required. You can independently set the Number of units, Number of sub-accounts, and cloud storage content. Click [Subscribe], and after completi...
How do I manage the payment methods for my subscription?
How to Add My Bank Account Information? Step 1: Select [Profile Icon] at the top of the page — [Subscription] — [Payment Method]. Step 2: Click [Add New Card], you need to fill in the Bank Name, Account Holder, and Account Number. Click [Save Bank Card], and t...
How do I purchase more units if my quota is insufficient?
Step 1: Select**[Profile Icon]** at the top of the page — [Subscriptions]. Step 2: Select the Number of units as required. Click [Subscribe], and after completing the payment, you can upgrade your plan. Stay tuned for more plan options![![]
How do I create a property reservation for a prospective tenant?
A reservation is used to hold a specific unit for a prospective tenant before a formal tenancy agreement is signed. This ensures the unit is temporarily taken off the market while the final details are arranged. This guide explains how to create a new reserva...
How do I manually add a new property?
Step 1: Click [Properties] - [All Properties] to access the property list. Step 2: Click [Add Property]. Step 3: First, select the property type to manage. If you choose [Charter], you need to complete the owner information synchronously. If you choose [Own], ...
How do I add associated landlord tenancy information when adding a property?
When selecting 'Charter' as the property type, you must also complete the contract details with the landlord to enable the system to assist with cash flow management. You need to complete the [Lease Term], [Monthly rent], [Deposit], [Payment frequency], [Payme...
How do I use a template to bulk import multiple properties?
Step 1: Click [Properties] → [All Properties] → [Import] Step 2: Download [Import Template] Step 3: Improve information in the template Step 4: Return to system Important: • Please use the import template provided, do not copy or create your own Excel for impo...
How do I filter and search for properties in the property list?
In [Properties] — [All Units], you can manage your units using multiple filters. Available filters include: Property, Ownership, Landlord, Rent, Status,Listing Availability, Occupancy Status, Detailed Status.