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Tenants & cabins

Add a tenant

Name, company, cabin, rent and deposit. The rest can wait.

StaffScreens show the demo workspace, Northstar Coworking.

Open Tenants and click Add tenant.

The add-tenant form. Fields with * are needed; the rest can be filled later.
The add-tenant form. Fields with * are needed; the rest can be filled later.
  1. Enter the person's name, mobile and email. WhatsApp invoices go to the mobile number, so get it right.
  2. Add the company name and billing address if invoices should carry them.
  3. Pick the cabin. Only free cabins are offered. Then the monthly rent and the agreement start.
  4. Enter the deposit received, if any; it is tracked separately and refunded at move-out.
  5. Save. The tenant appears in Rent Payments from their start month, and gets a portal invite if you tick it.
A tenant's page: rent, deposit, agreement, documents, payments and every message sent.
A tenant's page: rent, deposit, agreement, documents, payments and every message sent.

Importing many tenants

Click More → Import PDF / Excel / CSV on the Tenants page and upload your list. The app maps the columns, shows what it found, and asks you to check before anything is created. On annual plans we do the first import for you.

Import: upload the file, check what was found, then create.
Import: upload the file, check what was found, then create.
Changing the rent later: open the tenant and click the rent. Past months keep their original rent; the new rent applies from the month you choose.

Related guides

Send the month's rent invoices →Notice period, move-out and deposit refund →Your member portal: sign in and install →

Still stuck? WhatsApp us or write to info@coworkingos.in. Tell us the tenant or screen and we'll sort it with you.

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