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Won Stage

🚨 Within our partnership agreement, you are to notify Seniorly of a family move-in within 1 Business day. Please communicate by using the “Won” stage.

Won Stage: Resident has moved into a community you referred or has taken financial possession.

When updating the stage to WON, you will be asked to enter in the following details:

Move-in date

Community’s Name - if the community name does not pop up after you type it, you can scroll down and “create” it.

Resident’s Care Level - choose the most appropriate/closest one

Monthly Fees - 💡If you don’t know the monthly fees at the time of updating stage, input “$0” as resident amount and update this later.

Your Community Referral Fee - you can choose either a percentage or flat fee depending on your contract with the community. If you have a flat fee agreement, you still must include the actual Resident's monthly fees (rent + care) that the community is charging.

Resident’s First & Last Name

Room Type - for example: suite, shared bedroom, private bedroom. If their room type is not listed, choose the closet option.

2nd Person Fee checkbox - you will want to check this if the monthly fees you’ve inputted include two people. For example, if a resident moved in with a partner.

**If you do NOT know the monthly rate or community referral fee, please enter in $1.

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Respite Moves

Please note if family is a respite move. You will still need to identify the stage at “Won.”

Add a note with expected stay or plan

Our team will continue to follow up after respite to see if family has moved in as a long term.

We will adjust or add an additional invoice depending on your move in fees.

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