What notification will a new tenant receive after a reservation is created?

In the reservation flow, use [Send Welcome Email] on the [Tenant] step to decide whether a newly added tenant receives the welcome email for the tenant portal.

Entry:

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

Web

On the [Tenant] step, [Send Welcome Email] is selected by default, and the tooltip says it sends the welcome email after the reservation.

When it is turned on:

• The reservation can still be created normally
• For a brand-new tenant email, the system sends the welcome email after the reservation is created
• The tenant uses that email to set a password and activate the tenant portal
• In [People] -> [Tenants], the tenant portal status moves through [Invited] and then [Active] after activation

When it is turned off:

• The reservation can still be created normally
• The reservation flow does not send the welcome email
• In [People] -> [Tenants], the tenant stays at [Not Invited] until the invitation is sent later

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

App

On the [Tenant] step, [Send Welcome Email] is also selected by default. The help bubble says enabling it lets tenants receive the welcome email.

When it is turned on:

• The reservation can still be created normally
• For a brand-new tenant email, the system sends the welcome email after the reservation is created
• The tenant can activate the portal account from that email
• In the tenant list on App, the status changes from [Invited] to [Active] after activation

When it is turned off:

• The reservation can still be created normally
• The reservation flow does not send the welcome email
• The tenant stays at [Not Invited] in the tenant list until invited later

Platform differences

Topic	Web	App
Switch style	Checkbox on the [Tenant] step with tooltip	Icon checkbox on the [Tenant] step with help bubble
Where to track the result	[People] -> [Tenants]	Tenant list on App
Status values	[Not Invited], [Invited], [Active]	[Not Invited], [Invited], [Active]

Note:

• This switch controls the welcome email, not whether the reservation can be created.
• [Invited] means the welcome email was sent but the tenant has not activated the portal yet.
• [Active] means the tenant completed password setup from the welcome email.