RentalSys
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Getting started · 4 min

First steps after registering

The five-step onboarding: name, bank account, tax details, utility settlement and profile photo.

On first sign-in the Első lépések (First steps) window creates your landlord profile with five short questions. Everything can be changed later, and Később (Later) lets you skip at any time.

First steps – display name
First steps – display name

1. Display name and phone

Your display name appears on payment request documents and is what tenants see as the owner. The phone number is optional and can be used for two-factor authentication and phone support.

2. Bank details (optional)

Bank name, IBAN and account holder can appear on payment requests sent to tenants. You can add them later in the organization settings.

3. Tax number and address (optional)

Tax number, street, postcode, city and country also appear on payment request documents.

4. Automatic utility settlement

Choose whether meter readings should be converted into utility costs automatically and added to the next monthly payment request. The recommended option is Igen, kapcsoljuk be (Yes, turn it on); otherwise you convert costs manually.

Choosing automatic utility settlement
Choosing automatic utility settlement

5. Profile photo and finish

Optionally upload a profile photo, then press Befejezés (Finish) to reach the Overview page.

  • Use the Kérdésed van? Itt felteheted. button in the bottom-right corner to chat with support at any time.

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