Tenants
How to Add a Tenant
2 min read
A tenant is a person renting one of your properties. You add a tenant before you can tie them to a unit, set their rent and lease, or send them invoices. There are two ways to do it: add the full record yourself, or send an invite and let the tenant fill in their own details.
- 1
Open the Tenants page
From the left sidebar open Tenant(s). This lists every tenant, their property/unit, lease period, rent and contact details, plus any pending invites.
- 2
Choose Add Tenant or Invite Tenant
Click Add Tenant to enter the record yourself, or Invite Tenant to email the tenant a secure link so they complete their own profile. On a brand-new account use the buttons on the empty-state card.
Invite Tenant only needs a name and email up front — great when you don't have the tenant's full details yet.
- 3
Fill in the tenant details (Add Tenant)
Enter Full Name, Phone and Email, then pick the Property and Unit / Room. Set the Move In Date, Rent Amount and (optionally) Security Deposit, choose the Lease Type and Status, and set the Lease Start / End dates. Required fields are marked with *.
Property and Unit tie the tenant to a specific place — this is what later drives rent and invoices.
- 4
Or send an invite (Invite Tenant)
In invite mode you only enter the tenant's Full Name and Email (Property/Unit optional). We email them a secure link; once they submit, their record fills in automatically and the invite clears from the Pending Invites count. You can re-send or cancel an invite any time from the tenant's row menu.
Already added a tenant manually? You can still invite them to the tenant portal later from the row actions.
- 5
Save
Click Save. The tenant appears in the list — open them any time to see their property, lease, payments and notes, or use Edit to update any field.