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Tenants

The Tenants module gives your team a tenant-first workspace for day-to-day follow-up. Instead of starting from a booking, you can search and segment your full tenant base, open a tenant profile, and review bookings, payment plans, and transaction history from one place.

Access Path​

In the current product navigation, the Tenants sidebar entry is grouped with Listings and Bookings in the Portfolio section. See Deep Links for all management frontend routes.

What You Can Do in the Tenants Module​

The module opens on a list/grid of tenant records with fast filtering and search:

  • Search by tenant name, email, or phone
  • Segment by status: All, Active, Inactive, With Debt, No Bookings
  • Sort by key metrics (name, bookings, rent, deposits, debt)
  • Export tenant views (CSV/PDF)

Selecting a tenant opens a detail sidebar with dedicated tabs:

  • Tenant Info — personal details, billing details, and bank details
  • Bookings — all bookings linked to that tenant
  • Payments — payment plan context from the tenant's bookings
  • Transactions — received payments and allocation history

Core Workflows​

1) Prioritize Collections and Follow-up​

Use the With Debt filter to quickly identify tenants with outstanding balances. Open each tenant to validate booking context, then coordinate with the Finance module for payment reconciliation.

2) Review Tenant Activity Across Multiple Bookings​

Use a single tenant profile to review active and historical bookings without opening each reservation from the bookings table.

3) Maintain Tenant Master Data​

Open Tenant Info to update personal/contact details and maintain billing information used by downstream finance workflows.

4) Investigate Payment Status with Context​

Use Payments and Transactions tabs to understand what is scheduled versus what has been paid, then jump into Bookings for contract-level actions when needed.

Permissions and Access​

Tenant visibility and editability depend on role permissions:

  • Accessing the Tenants module (sidebar entry + /tenants route) requires Tenants module permission (tenants.module).
  • Creating or updating tenant records requires tenants.create permission (in addition to tenants.module).
  • The Bookings tab depends on Bookings module permission (bookings.module).
  • The Payments tab depends on Bookings module permission (bookings.module).
  • The Transactions tab depends on Finance module permission (finance.module).

Review and adjust role access in Settings > Users.