How to Add a New Tenant Profile

Step-by-step guide on creating a new tenant profile. Learn what contact information is required and how to distinguish between a Tenant profile and a Lease agreement.

2 min read
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Before you can draft a lease and collect rent, you must establish the "People" layer of your database by creating a Tenant Profile.

Step 1: Start the Creation Process

  1. Navigate to the Tenants page using the left-hand sidebar.
  2. Click the "Add Tenant" button in the top right corner.
  3. This opens the New Tenant form.

Step 2: Fill Out Primary Contact Details

You'll need to provide the core identifying information for the primary leaseholder:

Personal Information

  • First Name: Required.
  • Last Name: Required.
  • National ID / SSN: (Optional) For background checks or credit reporting. Note: Landager hashes this data for security.
  • Date of Birth: (Optional) Useful for age verification or sending birthday greetings.

Contact Information

  • Email Address: Required. This is how you will communicate with the tenant, send lease documents, and eventually (if granted access) how they will log in.
  • Phone Number: (Optional but recommended) For urgent communication or maintenance coordination.

Step 3: Add Emergency Contacts

The bottom half of the form allows you to add an Emergency Contact. While optional, it is highly recommended you collect this data before the tenant moves in.

  • Contact Name
  • Relationship (e.g., "Mother", "Brother")
  • Phone Number
  • Email Address

For more details on why this is critical, see Adding Emergency Contacts.

Step 4: Save the Profile

  1. Review the details for accuracy.
  2. Click "Save Tenant".
  3. You will be redirected to the Tenant Detail View for your newly created profile.

What Happens Next?

You have now created a digital rolodex card for this person. However, right now, they are technically "homeless" within your system.

To connect this person to a physical building and start charging them rent, your next step is to Create a New Lease that binds this new Tenant Profile to a specific Unit.

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