Adding and removing people on a renter record

A renter record can hold more than one person, for example a couple renting together.

Before you start

• Add each person separately, even if they share an address. Each person has their own contact details and their own marketing and data protection preferences.
• In Loop, the people on one renter record are called a group.
• You can only remove a person if the group has more than one person in it.

Adding a person

1. In the left-hand menu, click Renters.
2. Open the renter record.
3. Click the People tab.
4. Click Add New.
5. Enter the person's First Name.
6. Enter the person's Surname.
7. Enter the person's Mobile number.
8. Enter the person's Email address.
9. Enter the person's address, or copy it from the existing person if they live together.
10. Set the person's communication preferences.
11. Click Add Person.

The new person now appears in the People tab alongside the existing person.

Important: click Add Person, not Save. The Save button at the top of the record only saves the addressee details, so the new person won't be added.

Removing a person

1. In the left-hand menu, click Renters.
2. Open the renter record.
3. Click the People tab.
4. Select the person you want to remove.
5. Click Remove Person, above the Surname field.
6. Click Remove to confirm.

Example

Jamie Placeholder is registered as a renter. Their partner, Sam Placeholder, will be renting with them.

1. In the left-hand menu, click Renters.
2. Open Jamie Placeholder's renter record.
3. Click the People tab.
4. Click Add New.
5. Enter Sam as the first name and Placeholder as the surname.
6. Enter Sam's mobile number (07700 900456) and email address (sam.placeholder@example.com).
7. Copy the address from Jamie.
8. Set Sam's communication preferences.
9. Click Add Person.

Need help?

Contact the Support Team at support@loop.software.