In Jupix, you're able to add another tenant to an application or tenancy record, that's already created.
This article includes:
At the application stage
- Click the Residential Lettings department tab
- Click Applications on the main homebar
- Search for the relevant property or applicant name in the Find bar and click Go. Click View on the relevant record
- Alternatively, find and click the relevant property or applicant name from within the Last Viewed section
- Alternatively, find and click the relevant property or applicant name from within the Last Viewed section
- On the tenancy Summary tab, in the Potential Tenants section, click Add Potential Tenants
- In the Applicant Name search bar, type the name of the applicant who you wish to add to the application and click Select
- If the applicant hasn't yet been added to Jupix, click Add New Detailed
- Complete all the required information across all sections. In the Applicant Matching Options section, untick Add Requirements Now
- Click Save
- You can add multiple applicants, if required. Click Save when complete
At the preparing a tenancy stage
- Click Tenancies on the main homebar
- Search for the relevant property or tenant name in the Find bar and click Go. Click View on the relevant record
- Alternatively, find and click the relevant property or tenant name from within the Last Viewed section
- Alternatively, find and click the relevant property or tenant name from within the Last Viewed section
- On the tenancy Summary tab, in the Tenants section, click Add Tenants
- In the Applicant Name search bar, type the name of the applicant who you wish to add to the tenancy and click Select
- If the applicant hasn't yet been added to Jupix, click Add New Detailed
- Complete all the required information across all sections. In the Applicant Matching Options section, untick Add Requirements Now
- Click Save
- You can add multiple applicants, if required. Click Save when complete
At the active tenancy stage
On an active tenancy, there is no option to add additional tenants to the record. You will therefore need to end the tenancy and create a new tenancy with the additional tenants.
On the active tenancy, go through the process of starting the renewal. Set the tenancy to Not Renewing and end the tenancy. If you have already added demands to the ledger, credit them off and reapply them to the new tenancy.
You'll then need to add a new application that includes all tenants and replicate all Tenancy Details to match the old tenancy. You can then follow the normal process to set the tenancy to active.