Create and Use Profiles

What are profiles?

Profiles allow you to enter repetitive information once and then when creating a new tenancy agreement, with one click all that information will be populated instantly.

The information which can be added includes:

  • landlord name

  • notifications email

  • landlord email

  • usual tenancy agreement type (e.g. AST)

  • usual deposit scheme used

Create a new profile

To create a new profile, select "profiles" from the sidebar and "Add New" on the right.

Once in the add new screen, you must give the profile a name in the "description" field.

This description will be displayed in the dropdown to select the profile when creating a new tenancy

The description name can be searched in the dropdown when adding a new agreement.

Continue to enter all the information asked for. See the creating an agreement section for descriptions of each field.

You only need complete fields you want to. You can leave fields blank if you prefer.

Once all fields you want to complete have been filled in, click save at the bottom to save.

More information about profiles

A few notes about profiles:

  • profiles are optional. You don't have to create one to create a new agreement

  • you can use unlimited profiles

  • you can have one profile for all tenancies (leave the tenancy address blank in the profile) or, you can have multiple profiles such as one for each letting unit.