Workflow

Clients, tenants and CRM links

Clients, tenants and CRM links: Manage HMO properties, rooms, occupants, bookings, public enquiries, KYC, compliance documents, inspections, agreements, terminations and audit evidence.

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5 guides
Category

HMO Manager

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Guide

Create a tenant/client record

Follow the code-backed create a tenant/client record workflow.

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Guide

Review HMO clients and tenants

Follow the code-backed review hmo clients and tenants workflow.

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Guide

Use the HMO Clients controller action

Understand the exact staff-side action implemented by Hmo_manager::clients and the workspace it serves.

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Guide

Use the HMO Add Tenant controller action

Understand the exact staff-side action implemented by Hmo_manager::add_tenant and the workspace it serves.

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