You can add or remove tenants from proposed tenancies.

 Warning

Changes to the list of tenants cannot be made once monies have been receipted or the tenancy has been finalised. In these cases, if you need to change the tenants, the tenancy has to be withdrawn/ended and set up anew with the new list of tenants

This article includes: 

Adding an additional tenant from Progressions

  1. Click Progressions on the main toolbar
  2. Select the relevant property from the All Lettings list
    1.  Alternatively, find the property using the Search Lettings bar in the top right
  3. Click Edit Tenancy
  4. In the Tenant Names section, search for the tenant using the Search bar, if they have already been entered as a contact
    1. Alternatively, click Add New to enter the details of a new contact
  5. Repeat step 3 onwards for each additional tenant
  6. Click Save

Adding an additional tenant from the Property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. The property Overview displays. Click Actions
  4. Click Lettings Progression
  5. Click Edit Tenancy
  6. In the Tenant Names section, search for the tenant using the Search bar, if they have already been entered as a contact
    1. Alternatively, click Add New to enter the details of a new contact
  7. Repeat step 5 onwards for each additional tenant
  8. Click Save

Removing a tenant from Progressions

  1. Click Progressions on the main toolbar
  2. Select the relevant property from the All Lettings list
    1.  Alternatively, find the property using the Search Lettings bar in the top right
  3. Click Edit Tenancy
  4. In the Tenant Names section, click the bin symbol alongside the name(s) of the tenant(s) that are to be removed
  5. Click Save

Removing a tenant from the Property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. The property Overview displays. Click Actions
  4. Click Lettings Progression
  5. Click Edit Tenancy
  6. In the Tenant Names section, click the bin symbol alongside the name(s) of the tenant(s) that are to be removed
  7. Click Save

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