After setting up your property (See this blog post), you can add your tenants.
First, you will need to click on the name of the property where you want to add a tenant to. Please keep in mind that you can add a tenant under a ‘House’ or an ‘Apartment Unit’.
Once you are under a House or an Apartment Unit, when you click on the dropdown shown on the right, you will be able to select ‘Add Tenant’ option.
On the next screen, you will be able to set up a login account for your tenant.
Here, you are required to enter the first and last name and email address of your tenant. You will also be setting a temporary password so that your tenant can log in to SmartRentOnline.com.
If your tenant has already created an account, when you enter the email address and then click on the next field (password field), it will run a real-time check and if the email address already exists in our system, it will allow you to add an existing tenant.
Let’s get back to the case where you are creating a login account for your tenant. After filling in the fields, you can click on ‘Save’ button shown on the bottom right corner of the screen.
On the next screen, you will be able to set up your repeated charges. Your repeated charges can be Rent, Parking Lot Fee, Garage Fee, or anything else you desire to add. When you are done setting up your repeated charges, go ahead and click on ‘Save’ button.
On the next screen, you will be able to set up the following things:
> Rent Start Date
> Days Until Late
> Late Fee
> Due Date
> Block on Late
> Allow Partial Payment
When you are done, click ‘Save’ button.
You will return to a property view and you will see that you have successfully created a tenant.
When you click on the name of the tenant, you will be able to see the current setting, payments, and statements for that tenant.
As you complete the tenant account creation, a welcome email will be sent to the tenant. We still recommend that you have a verbal communication with the tenant just in case the email was not successfully received. (It can be filtered into Junk mail folder – Please note: If you save SmartRentOnline.com’s email address as your contact, those emails will not be filtered as junk mails.)
It would be also beneficial for you to encourage your tenant to set up the bank account right away as the bank account verification process can take a few days.
There you go. You and your tenant are almost ready to collect and pay rent online. Once both you and your tenant verify bank accounts, you will be able to say good bye to manual process and start enjoying the benefits of automating the property management with SmartRentOnline.com!