The Tenant profile is the main location to look for information related to a specific tenant or the items stored in their unit. Their profile stores the Customer Contact Information, Username and Password, Alternate Contact Info, and any custom pieces of information that you require as part of the online rental application.
A new customer record can be created manually or will be created automatically when a tenant rents online, creates a reservations, or joints a wait list.
Create a new customer account
Follow the steps below to create a customer account.
1. Login to your ESS software.
2. Hover over the Customers tab.
3. Click the New Customer sub-tab.
4. Enter the customer's information. Don't worry if you don't have all of the customer's information. The 'required' fields are only required for the customers when they create their own profile online. You can just enter their name and edit the rest later if needed.
Once you enter a customer email address, you will not be able to delete it. However, you can edit it and replace it with another email address if needed.
5. Click Save Customer.
Edit a customer account
Follow the instructions below if you need to make changes to an existing customer account.
1. Use the List View or Customer Search to locate and open the Tenant Profile.
2. At the top of the profile, click Edit Profile.
On this page, the Tenant’s information is organized into sections:
- Contact Information
- Account & Access (Email, Username, Password)
- Personal Information
- Alternate Contact Information
- Notes
- Additional Information (custom fields you've added to the rental application)
After you update the customer's information, be sure to click Update Customer at the bottom of the page to shave your changes.
If you also need to update the customer's login password, save any profile updates before proceeding to the password update screen. Any unsaved changes will be lost once you proceed to the password reset.