Add a tenant and create a lease

Add a tenant, then create the lease that ties them to a unit and sets the rent.

Before you start

• You need to be a property manager, account owner, or admin.
• The property and unit must already exist. See Add a property and its units.

Steps

1. Add the tenant. Select Tenants from the menu, then New tenant. Enter at least a First name and Last name. An email or phone is optional, but you need an email to invite them to their portal.
2. Create the lease. Select Leases from the menu, then New lease, and set: - the unit and the tenant you just added, - the rent and deposit amounts, entered in dollars, - the start and end dates, the rent due day of the month, and any late fee or grace period.
3. Save the lease. A new lease begins in an early stage and moves forward as you move the tenant in.

What happens next

• The lease becomes the home for that tenancy. Rent, payments, the deposit, documents, and signatures all attach to it.
• Once the lease is active, rent is added on the schedule you set, and the tenant can pay online from their portal.
• If you entered the tenant's email, you can invite them to their portal so they can pay rent and send maintenance requests.

Troubleshooting

• No unit to pick. Add the property and at least one unit first.
• The tenant did not get an invite. Check their email on the tenant profile, then send the invitation again.