You can add or remove potential 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 In these cases, if you need to change the tenants, the tenancy has to be withdrawn/ended and set up anew with the new list of tenants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 potential tenant from Progressions
- Adding an additional potential tenant from the Property
- Removing a potential tenant from Progressions
- Removing a potential tenant from the Property
Adding an additional potential tenant from Progressions
- Click Progressions on the main toolbar
- Select the relevant property from the All Lettings list
- Alternatively, find the property using the Search Lettings bar in the top right
- Click Edit Tenancy
- In the Tenant Names section, search for the tenant using the Search bar, if they have already been entered as a contact
- Alternatively, click Add New to enter the details of a new contact
- Repeat step 3 onwards for each additional tenant
- Click Save
Adding an additional potential tenant from the Property
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- The property Overview displays. Click Actions
- Click Lettings Progression
- Click Edit Tenancy
- In the Tenant Names section, search for the tenant using the Search bar, if they have already been entered as a contact
- Alternatively, click Add New to enter the details of a new contact
- Repeat step 5 onwards for each additional tenant
- Click Save
Removing a potential tenant from Progressions
- Click Progressions on the main toolbar
- Select the relevant property from the All Lettings list
- Alternatively, find the property using the Search Lettings bar in the top right
- Click Edit Tenancy
- In the Tenant Names section, click the bin symbol alongside the name(s) of the tenant(s) that are to be removed
- Click Save
Removing a potential tenant from the Property
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- The property Overview displays. Click Actions
- Click Lettings Progression
- Click Edit Tenancy
- In the Tenant Names section, click the bin symbol alongside the name(s) of the tenant(s) that are to be removed
- Click Save