How to Link Insurance to a Unit/Box?
Linking an insurance plan to a Unit/Box makes it a default or mandatory subscription for the tenant when renting that specific unit/box. Here are two methods to accomplish this:
Method 1: Link Insurance from the Unit/Box Detail Page:
Navigate to the Unit/Box Detail Page:
- Go to the specific Unit/Box Detail page where you want to link the insurance plan.
Find the Insurance Section:
- Locate the Insurance section on the Unit/Box detail page.
Link the Insurance:
- Click on the "Edit" button within the Insurance section.
- Select "Link Insurance" from the options.
Select Insurance Plan:
- A side drawer will open displaying a list of available insurance plans.
- Select the insurance plan you want to link to the unit.
Apply Changes:
- Click on "Apply Changes" to link the selected insurance plan to the unit.
Method 2: Link Insurance to Multiple Units/Boxes from the Storage Space Listing Page:
Navigate to the Storage Space Listing Page:
- Go to the Storage Space Listing page where you can view all units/boxes.
Filter Units/Boxes:
- Use the available filters to refine the list of units/boxes.
Select Units/Boxes:
- Select the specific units/boxes you want to link insurance to, or choose all units/boxes.
Link the Insurance:
- Click on "Advanced Options" and then select the "Link Insurance" button.
Select Insurance Plan:
- A side drawer will open with a list of available insurance plans.
- Choose the insurance plan you want to link to the selected units/boxes.
Apply Changes:
- Click on "Apply Changes" to link the insurance plan to the selected units/boxes.
By following these steps, you can efficiently link insurance plans to individual or multiple units/boxes, making it mandatory for tenants who rent those units.
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