How do I create a property reservation for a prospective tenant?

Use [Tenant Reservations] when you need to hold a unit for a prospective tenant before converting the reservation into a tenancy later.

Entry:

• Web: [Rentals] -> [Tenant Reservations] -> [New Reservation]
• App: [Rentals] -> [Tenant Reservations] -> [Add Reservation]

Web

Step 1 Open [Tenant Reservations], then click [New Reservation].

Step 2 In [Unit & Period], complete the reservation setup:

• Use [Select Unit] to choose the property and unit
• Set [Rental Start Date] and [Rental End Date]
• Set [Expiration Date]
• Add [Remarks] if needed
• Click [Next]

Step 3 In [Tenant], enter the tenant details:

• [Tenant Email]
• [Tenant]
• Decide whether to turn on [Send Welcome Email]
• Complete the contact number and other optional tenant fields that apply to your process
• Click [Next]

If the email already belongs to an existing tenant, the current flow uses that tenant profile instead of creating a duplicate.

Step 4 In [Financials], review the rent and deposit setup:

• Confirm the rent and billing details that should apply to this reservation
• [Bill Date]
• [Bill Type]
• [Amount]
• Add more deposit rows if needed
• Click [Next]

Step 5 In [Files], upload the supporting files or contract content you want to keep with the reservation. When everything is ready, click [Add Reservation].

App

Step 1 Open [Tenant Reservations], then tap [Add Reservation].

Step 2 In [Unit & Period], complete the reservation setup:

• Tap the unit selector to choose the property and unit
• Set [Rental Start Date] and [Rental End Date]
• Set [Expiration Date]
• Add [Remarks] if needed
• Tap [Next]

Step 3 In [Tenant], enter the tenant details:

• [Tenant Email]
• [Tenant]
• Decide whether to turn on [Send Welcome Email]
• Complete the contact number and other optional tenant fields that apply to your process
• Tap [Next]

Step 4 In [Financials], review the rent and deposit setup:

• Confirm the rent and billing details that should apply to this reservation
• Complete each deposit row with [Bill Date], [Bill Type], and [Amount]
• Add more deposit rows if needed
• Tap [Next]

Step 5 In [Files], upload the supporting files or contract content you want to keep with the reservation. When everything is ready, tap [Add Reservation].

Platform differences

Topic	Web	App
Entry	[Rentals] -> [Tenant Reservations] -> [New Reservation]	[Rentals] -> [Tenant Reservations] -> [Add Reservation]
Reservation form	Opens from the list page into the 4-step reservation wizard	Opens from the Rentals tab with the same 4-step reservation wizard
Unit selection	Choose the unit from the Web selector on [Unit & Period]	Choose the unit from the mobile selector on [Unit & Period]
Save action	Click [Add Reservation] on the last step	Tap [Add Reservation] on the last step

Note:

• [Expiration Date] is required. It must be later than today and cannot be later than the rental start date.
• The current reservation list uses [Ongoing], [Tenancy Created], and [Closed] as the reservation status values.
• A reservation only holds the unit. Convert it into a tenancy before the reservation expires if the tenant is moving in.