Adding a Tenant and Creating a Lease

Onboarding a tenant is two steps: create their tenant record, then attach a lease to a unit. (If someone applied through your public application form, approving their application does both of these at once — see Reviewing Rental Applications.)

Step 1: Add the tenant

1. 1
   Open Tenants and click Add Tenant

   Fill in First Name, Last Name, Email, and Phone — all four are required. Phone auto-formats as you type and must resolve to 10 digits.
2. 2
   Save, and note the temporary password

   If the tenant is created successfully, a Credentials modal shows their username/email and a one-time temporary password — it won't be shown again. You can send it directly to their email from that modal, or copy it and share it yourself.

Step 2: Create the lease

1. 1
   Open Leases and click New Lease

   Choose the Property first — this loads that property's Units in a second dropdown. If the property has no units (a single-family home, for example), you'll see "Whole property — no units" instead.
2. 2
   Choose the resident

   Select the tenant you just created. Need more than one name on the lease? Click "+ Add co-signer" to add additional tenants.
3. 3
   Set the term

   Enter a Start date and an End date, or check Month to month to leave it open-ended.
4. 4
   Set rent, deposit, and late fee policy

   Monthly Rent and Deposit are required. Under Late Fee Policy, set the grace period (in days), whether the fee is a flat amount or per day, and the amount — a live summary line shows exactly how it'll be applied.
5. 5
   Generate the contract

   Click Generate Contract. The lease is now active, and the unit's status updates to occupied.