Tenant records and contact details

Keep each tenant's contact details, mailing address and emergency contact in one record linked to their lease.

When someone rents from you, or when a tenant's details change.

Tenants → New tenant, or open a tenant to edit their record.

Create a tenant

Choose Tenants → New tenant and enter at least a name. Add the email and primary phone when you have them; the email is also what the tenant signs in with if you invite them to the portal.

What the record holds

Phone numbers, including an alternate phone.
A mailing address: where notices about the tenancy are sent, if different from the rental.
An emergency contact with their phone numbers.
Optional details such as employer and notes. Only collect what you need and are allowed to keep.

Finding a tenant

Search the tenant list by name, email, phone, property or unit. A tenant's page shows their active lease and unit, their lease history and their portal access.

Legal note

What personal information you may collect from a renter or tenant, and how long you may keep it.