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Residents

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Where to find residents

1. Sign in to the app.
2. In the sidebar, click Residents.
3. You’ll see a list of residents. Use search or filters to find someone.

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Adding a resident

1. From Residents, click Add (or New resident).
2. Enter at least: name, email, phone (and any required fields).
3. Save. You can then select this resident when creating or editing a lease.

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Viewing and editing a resident

1. Click a resident in the list to open their profile.
2. You can edit contact details, link to leases, and use any tenant-specific actions (e.g. documents, statements) your app provides.

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Residents and leases

• Each resident can be linked to one or more leases (e.g. current and past).
• When creating a lease, you choose the resident (tenant). Billing and communications typically use the contact info on the resident record.

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Next steps

• Managing leases – Create leases and assign residents to units.
• Invoices and payments – Send invoices to residents.
• Tenant portal – What tenants can do in the portal.