You can finish the basic setup in one sitting. Each step names the menu section and page where you do it, such as Properties, then Tenants.
You can stop after any step. The Overview page shows what is left.
- Open Properties, then Properties. Add the property with its address, then add each unit with its rent.
- Open Properties, then Tenants. Add the tenant with a name and email. Then open Properties, then Leases and create the lease for that unit with the start date, the rent and the deposit.
- Open Settings and fill in "How tenants pay you" under Defaults: Zelle, bank transfer, check or cash. New leases start with it, and tenants see it in the portal. A single lease can have its own instructions in its edit card. You can also connect online payments under Money, then Online payments.
- Open the tenant and choose Invite to portal. The tenant gets an email with a link and signs in with a six-digit code.
- Open Overview. It shows what needs you and the deadlines coming up.