Your setup checklist: what to do first

Where to find it

Go to Properties in the left menu. The "Let's get you set up" card at the top shows your progress as a count, for example 0 / 5. Steps you have not reached yet say "Up next". A finished step shows a Review button instead, so you can go back and check it.

The five steps

1. Complete your profile. Your name and contact details. Tenants and tradespeople see these. Choose Complete profile.
2. Add your first property. The address is all it takes to start. You can fill in the rest later. See Add your first property.
3. Set up a tenancy. Record the lease: start date, rent and bond, for a property you manage. See Create a tenancy and invite your tenant.
4. Invite your tenant. This happens as you save the tenancy: the tenant gets an email invitation so they can accept the lease online.
5. Turn on rent payments. Connect your bank so rent is paid straight to your account by PayTo or bank debit. See Connect your bank account.

You do not have to do them in a rush. The checklist remembers where you are, and a step you skip stays on the list.

Good to know

• Rent collection needs Premium.
• The same "Connect your bank with Stripe" prompt also appears on your Dashboard until you have finished step 5.