Add a tenant by hand
Create a tenant record with their contact details, texting consent, emergency contacts, vehicles, ID and portal access, then put them in a unit.
6 stepsUpdated
Steps
Step 1: Open Tenants & Units > Tenants, pick one facility and click Create Tenant.
Step 2: Fill in Full Name, Phone Number and Monthly Rate (required), and the email if they have one. Lead Source (Optional) records how they found you.
Step 3: Tick the SMS consent box only if the tenant agreed to texts, and say how under How did they agree?: Written lease, Signed form, Verbally in person or Other.
Step 4: Add what you need: Add Contact for an emergency or alternate contact, Add Vehicle for a car, boat or RV, and the Identification section for an ID type and number.
Step 5: Switch on Tenant Portal Access to create their access code now. Security deposit received records a deposit you have already taken.
Step 6: Click Create Tenant. Then put them in a unit with the Move-In Wizard, or with Assign Tenant on the unit's page.
Good to know
- If the name, email or phone matches a Do Not Rent entry, a DNR Alert shows before the record is saved; Override & Continue goes ahead anyway.
- The Move-In Wizard needs an existing tenant, so for a brand-new renter create them here first.
Next you might need
What the feature does
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If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.