Tenants

Manage tenant information and contacts

Tenants

Tenants are the people renting your property or units.

Add a Tenant

From the Property Page

  1. Open a property
  2. In the “Tenants” card, click “Add Tenant”
  3. Fill in:
    • First Name: Required
    • Last Name: Required
    • Preferred Name: Optional (how they like to be called)
    • ID Card Number: Optional
    • Phone: Required
    • Unit: Optional - select which unit they occupy
    • Status: Active or Inactive
  4. Click “Add”

From the Tenants Page

  1. Go to “Tenants” in the navigation
  2. Select which property
  3. Click “Add Tenant”
  4. Follow the same steps above

View Tenant Details

Click any tenant’s name to see:

  • Contact information
  • Assigned unit
  • Rent payment history

Edit a Tenant

  1. Open the tenant details page
  2. Click “Edit”
  3. Update any information
  4. Click “Save”

Delete a Tenant

  1. Open the tenant details page
  2. Click “Delete Tenant”
  3. Confirm the deletion

Note: Deleting a tenant also deletes all their rent entries. Consider marking them as “Inactive” instead to preserve history.