When a tenant moves from one property to another, which is also under your management, we recommend copying the tenant record for linking to the new property. This way, there will still be a record of this tenant and their tenancy at the previous property.
1. Copying the tenant
Go to Tenants > View tenants
Locate the tenant in question
Click on the edit pencil icon
Scroll to the bottom of the record and click on Copy
From the dropdown, select the new property this tenant is to be linked to
Click Submit
Note: If the end tenancy process was completed before copying the tenant record, the copied record (new tenant record) will have a status of Move out date given and hold a move out date. If this is the case, please follow the steps listed below to update this:
Go to Tenants > View tenants
Locate the new tenant record
Click on the edit pencil icon
Expand the Client status dropdown and select the relevant option
Open the Dates tab
Locate the Move out date field and click on the red cross to clear it
Click Update tenant
2. End previous tenancy
Users will need to end the tenancy for this tenant against the old property, at the time notice is given. For guidance on how to end a tenancy, please click here.
3. Create a new tenancy
Users can proceed with creating a new tenancy for the tenant against the new property. For more guidance on how to create a tenancy, please click here.