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Individual Renter feature helps property owners add a single renter’s details, assign them to a property, and create invoices or tasks related to their lease. You can also send invitations directly through email, phone, or both.

Steps to Add an Individual Renter

  • From your Dashboard, open the left sidebar and select “Launchpad.” Under “Onboarding,” click “Add Renter.”
  • At the top of the screen, select the Individual Renter tab.
  • Select the Property where the renter will stay.
  • Choose the Type of Lease (e.g., Fixed or Month-to-Month).
  • Choose how you want to Invite the renter — by Email, Phone, or Both. 
  • Enter the renter’s Email, First Name, Last Name, and Phone Number.
  • Set the Move-In Date and Move-Out Date (if known).
  • Enter the Rent Amount and choose whether to Include Sales Tax.
  • Under Create Invoice, choose one of the following:
    • Recurring: for ongoing monthly rent payments.
    • One Time: for a single payment.
  • Enter the Start Date and Due Date.
  • Select how often the invoice should repeat (e.g., Monthly).
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