Go to Tenants > Create tenancy.

Select the address of the property the occupation is to be created for.

Select the relevant contract template.

Ensure the incoming contract holders are ticked under the Select column.

Set the date of entry for the property (move-in date for contract holders).

Ensure the rent amount and payment frequency are correct.

Pro rata date: The date in which the contract holder is to make their first full rent payment. For example, if the contract holder moves in on the 15th March but would like to pay on the 24th of each month, set the pro-rata date to 24th March. Similarly, set if the contract holder is to pay on the first of each month, the pro-rata date would be the 1st April.

First rent payment: This will contain the pro-rated amount for the period from the lease start date to their first full month's rent payment due date. Click on the Calculate pro rata rent button to auto-calculate the partial amount due.

Pro rata date: This should be the date 3/6 months after the date of entry. For example, if the contract holder moves in on the 15th March and is paying 6 months upfront, the pro rata date would be set as the 15th September.

First rent payment: This should contain the amount of rent the contract holder is paying upfront. When the pro rata date has been set, click the Calculate pro rata rent button to calculate the advanced rent amount.

Set the required deposit amount.

Selecting the deposit scheme name is optional and only required if your occupation contract template includes our deposit scheme merge fields.

Enter the regular payment date to the owner - this defaults to 14 days after the contract h older rent payment date.

The monthly amount is calculated as the full rent minus your management fee.

If you would like to make an extra payment to the owner enter this date in the Additional payment field (only applicable for pro rata payments).

Set the length of lease for this tenancy by selecting one of the default options.

If none of these options are applicable, enter the end of fixed term date in the Enter alternative date field.

Select documents to create: Defaults to generate all documents, update this dropdown to generate the occupation contract alone or to generate no documents at all.

Download Tenancy Agreement as a Word document: Tick this checkbox to download the occupation contract in Word document format. Please note, this cannot be used if the occupation contract is to be electronically signed.

Set property status to awaiting move in: If ticked, the property status will automatically update to Awaiting move in when the occupation contract has been created.

Use pre-printed headed notepaper: If the occupation contract is to be printed onto pre-printed headed notepaper, tick this checkbox.

Use electronic signatures: If the occupation contract is to be signed electronically via Signable, tick this checkbox.

Create tenant documents - documents will be generated in separate pop-up windows.

Create documents and email - documents will be generated as above and a pre-populated email to the contract holders and any guarantors (if applicable) will pop-up which contains links to their occupation contract documentation.

If Use electronic signatures was ticked, at the point of creating the documents the View open Signable documents page will automatically open in a new tab.

To send a document for electronic signing, click on the tick icon within the Send column.