Updating a Tenant's Tenancy

If a tenant leaves a tenancy before it finishes or if an existing contact (eg. a previous tenant) joins a tenancy, you can add/remove the tenant by updating their tenancy.

Getting Started
Navigate to the Tenants section of your Contacts. Here you will see a list of all of the tenants you have added to KITT. Click on the tenant that you wish to update to open the tenant view page.

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A list of all tenants. In this example I will be using the tenant called "Example Tenant" and another called "Lonely Tenant."

From the tenant view page, select Update Tenancy to begin making changes to this tenant's tenancy.

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The tenant view page for "Example Tenant".

Removing a Tenant from a Tenancy
To remove the tenant from their current tenancy, select Remove in the top right corner. You will be asked if you are sure, then you can select Confirm to remove the tenant from the tenancy.

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Removing "Example Tenant" from the 6 Maybeck Road tenancy.

Adding a Tenant/Contact to a Tenancy

From the Tenants section of your Portfolio, select the tenant/contact without a tenancy that you want to add to a tenancy. Click on the button in the top right corner to bring up a drop down menu of options.

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In this example I will be adding "Lonely Tenant" to a tenancy.

Select Add Tenancy from the drop down menu to begin adding the tenant to a tenancy.

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Selecting "Add Tenancy".

Select the property and then the tenancy from the drop down menus before selecting Save Changes to finish adding the tenant to a tenancy.

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"Lonely Tenant" will be added to the 2018 tenancy for Unit 2: 321 Riccarton Road.

Changing a Tenant's Tenancy
From the Tenants section of your Portfolio, select the tenant/contact with an existing tenancy that you want to add to a tenancy. Click on the button in the top right corner to bring up a drop down menu of options. Select Update Tenancy to begin changing the tenancy.

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Changing "Lonely Tenant" from the 321 Riccarton Road tenancy to another one.

Select the new property and then tenancy from the drop down menus before selecting Save Changes to finish changing the tenant's tenancy.

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"Lonely Tenant" will now be moved to the 6 Maybeck Road tenancy.