Fixed-Term Tenancy Renewal Wizard

The renewal wizard guides you through creating a new fixed-term tenancy agreement from an existing active or expiring tenancy. It pre-populates all fields from the current term, so most renewals require only a review and confirmation.

Accessing the Wizard

1. Open a tenancy from the Tenancies list in the dashboard.
2. On the tenancy overview, click the Action Renewal link. This link is visible when the tenancy has a status of active or expiring.
3. You will be taken to /dashboard/tenancies/[id]/renew.

The wizard requires an existing tenancy term to renew from. If no term is found, a message is displayed with a link back to the tenancy overview.

Wizard Stages

The wizard has three stages. A step indicator at the top of the page shows your current position and marks completed stages with a checkmark.

Stage 1 — Term Length

Field	Description
Term Start Date	Start date for the new term. Defaults to the day after the current term ends.
Term End Date	End date for the new term. Must be after the start date.
Service Type	One of: Fully Managed, Let Only, Rent Collection, Tenant Find. Defaults to the current term's service type.

Stage 2 — Rent

Field	Description
Monthly Rent	Rent amount in GBP per month.
Advance Rent (Weeks)	Number of weeks of advance rent required.
Advance Rent Amount	Auto-calculated from the weekly equivalent of the monthly rent × advance weeks. Can be overridden manually.

Stage 3 — Tenants

Field	Description
Lead Tenant Name	Name of the lead tenant.
Lead Tenant Email	Email address of the lead tenant (optional).
Landlord Name	Name of the landlord (optional).
Landlord Email	Email address of the landlord (optional).
Additional Tenants	Select additional tenants from existing applicants on the tenancy.
Guarantors	Select guarantors from existing guarantors on the tenancy.

Skip & Create

If none of the details need to change, click Skip & Create on the first stage. This immediately creates a new term using all defaults from the current term without stepping through the remaining stages.

What Happens on Completion

When the wizard is submitted, the following actions are performed automatically:

1. A new tenancy_term record is created with the provided details.
2. The previous term's status is updated to renewed.
3. The parent tenancy record is updated with the new end date, monthly rent, and lead tenant name.
4. A renewal record is created (or updated) with status renewed and type new_fixed_term.
5. Audit log entries are appended for both renewal.term_created and tenancy.renewed actions.
6. You are redirected back to the tenancy overview.

All operations are scoped to your organisation.

Status Badges

The tenancy overview now displays a renewed status badge in addition to the existing active, expiring, and other statuses.

Validation

• The term end date must be after the term start date.
• Monthly rent is required to proceed past Stage 2.
• Lead tenant name is required at Stage 3.
• All other fields are optional.