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Set up a tenancy
Add your tenants, the rent and the deposit in four steps, then activate the tenancy.
The four steps
Go to Tenants and choose New tenancy, or choose a vacant unit on the property page.
- Unit and tenants. Choose the property and unit, then add each tenant, or pick ones you’ve already added. Joint tenants each get their own record.
- Rent. The amount, how often (for example monthly) and the day it’s due. Tenancies in England are periodic, with no fixed end date.
- Deposit. The amount, if you’re taking one. In most cases it can’t be more than five weeks’ rent.
- Review. Check everything and create it.
A new tenancy starts as a draft. When the details are right, choose Activate tenancy: rent charges are then scheduled for you, and the tenancy checks (such as the written statement of terms) appear in Compliance.
Next
Invite your tenant to their portal, and record the deposit protection.