In North America, Tenants are referred to as Leases. For the purpose of this article, we will refer to Outgoings and Tenants. For more information on regional terminology, refer to this article or contact support.
To schedule a new Rent Review for a Tenancy:
1. Select the Tenancy
2. Click Rent Reviews on the left menu
3. Click on the New Rent Review button
4. Enter a description, date
5. Set the Review Type
6. Optional enter notes (internal purposes only)
7. Optional delegate
8. Add in Forms and Agreements and choose a correspondence template: For information see the article Adding in Forms and Agreements and Email Correspondence for Rent Reviews:
- Select "Add a form or correspondence template"
- If you have previously set default Forms and Agreements templates in Review Types then based on the Review Type you have selected above for the Rent Review you are creating, these defaults will populate through. Otherwise, the fields will be empty.
- Once you have selected a Form template, choose a Send method from:
- Email - This will allow you to select from an Email Correspondence Template
- Download
- None
- You will be able to preview these templates in Settings once selected
- Select "Confirm" when you have selected your templates.
9. Click to complete the Rent Review Save