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Owners / Landlords
Owners Welcome Tenant Request OTP Resend OTP

Welcome a tenant and complete onboarding

Use this when a vacant unit is ready for move-in and you need to create the tenant record.

What it is

This article covers the Welcome Tenant flow, the onboarding link or QR code, and the tenant email OTP step.

When to use it

Use this when a vacant unit is ready for move-in and you need the tenant to complete their details.

How to do it

  1. Open the property details page and confirm the unit is vacant.
  2. Click Welcome Tenant on the correct unit.
  3. Share the onboarding link or QR code with the incoming tenant.
  4. The tenant completes the form, requests OTP, and verifies the email code.
  5. Return to the tenant record once the onboarding is complete and confirm the unit now shows as occupied.

What success looks like

The tenant reaches their login or dashboard flow, and the unit is linked to the new tenant record.

What to do if something goes wrong

  • If the unit is already occupied, the onboarding flow is blocked until the current tenant vacates.
  • If the invitation expires or is lost, generate a fresh onboarding link from the property page.
  • If the tenant says the OTP did not arrive, ask them to check spam and resend the code from the onboarding page.

Search tags

welcome tenant tenant onboarding invite link qr code otp

Buttons to look for

Welcome Tenant Continue onboarding Request OTP

More help

Owners / Landlords

Create your account, verify email, and sign in

Use this when you are creating a new owner, tenant, or affiliate account, or when OTP verification is blocking sign-in.

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Owners / Landlords

Create properties and add units

Use this when you are setting up a new building, apartment, compound, or lease property.

Create Property - Add Unit - Property Details - property - unit - add unit - vacant - occupied - property details
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Owners / Landlords

Create invoices and collect payments

Use this when you want to bill rent, fees, or other charges and record payments against an invoice.

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Quick solutions

OTP did not arrive

Check your inbox and spam folder, then use the resend option on the page you were on.

I can’t add a property

Your account may be in view-only mode or you may have reached the property allowance on your plan.

I can’t save payment settings

Open Settings > Payment, request OTP if prompted, and confirm at least one supported gateway is enabled.

Tenant onboarding is blocked

Make sure the unit is vacant and the onboarding link has not expired before you resend a new invite.

Vacate is blocked

Clear unpaid invoices first, then retry the vacate flow from the tenant record.

My trial expired

Open the subscription page, choose a plan, and complete checkout to restore write access.