Inviting a tenant

Inviting a tenant gives them a way to reach you, and gives you their side of the record. This article covers adding a tenant and sending the portal invite by email. It also covers the WhatsApp alternative.

Add the tenant

The examples follow Sarah Bennett, a tenant at Flat 115, Royal Parade.

1. Open the property from Properties and select its Tenancy tab.
2. Find the Tenants card and select + Add tenant at its top right. On a phone it is a full-width Add a tenant button under the card.

3. In the Add tenant window, type their Name. It is the only required field.
4. Type their Email. Add a Phone only if you want the WhatsApp route below.

As soon as an email is typed, the Tenant portal box changes from a hint to Not invited yet, with a Send portal invite button.

Send the portal invite

5. Select Send portal invite. The tenant is saved first, then emailed a link to join the portal.
6. Select Add tenant to close the window. Add tenant on its own saves the tenant and sends nothing, so use it when you want to invite later.

The tenant opens the link, sets a password and lands on their Home page. The tenant portal shows each part and what reaches you from it.

Until they do, the box reads Portal invite sent, with the address and "awaiting sign-in". Resend email sends it again. Once they have joined, the tenant's card on the Tenancy tab shows On the portal.

Open it again later

Select Manage on a tenant's card to reopen the same window as Manage access. This is Sarah after she joined. You can correct her details here, send a WhatsApp invite, or record her Right to Rent check.

WhatsApp instead

Add a phone number in the same window. A WhatsApp box appears with Send WhatsApp invite. The tenant gets an opt-in message from Alfred. They need no app and no sign-in.

The portal and WhatsApp are one conversation and one record, whichever the tenant uses. The portal is never compulsory.

If the invitation does not land

• Nothing arrived? Check the email address, then their spam folder. The window shows whether the invite was sent and whether they have joined.
• They would rather use WhatsApp? Add a phone number on the same window, then send the WhatsApp invite.