Settings

General

• Changes save as you make them; Saved shows beside the title.
• Name appears on tenants’ pages, reminders and receipts.
• Contact for tenants is the phone and email your tenants see. Leave one blank to keep it private.
• Sign-in shows how you sign in, with Manage password. Team lists who can open the workspace; Invite people adds them.

Tools and AI suggestions

Under Tools, switch off Parking, Maintenance, Condition records or Finances to hide them. Nothing is deleted, and it all comes back when you switch it on.

Under Suggestions and alerts, AI suggestions (on the Roomline plan and the trial) reads bills and leases, suggests matches for you to check, and translates messages. Nothing is sent until you choose Allow AI the first time a page offers it. Email alerts, Emergency texts and Message emails set what reaches you, and how often.

Rent and bank

Grace period is the days after rent is due before it counts as late. How tenants pay you holds your Venmo, Zelle, Cash App and PayPal.me, which reminders and each tenant’s page list. Bank connects the account rent arrives in, read-only. Get paid by bank or card is coming soon; until then tenants pay you through those apps.

Create a personal token

Most assistants connect by signing in, and Settings › AI assistants sets what they can do. A token is for a tool that can’t sign in. It works on every plan, on a hosted account.

1. 1
   Choose New token

   In Settings › AI assistants, open Personal tokens and choose New token.

2. 2
   Name it

   Enter a Token label. Keep Read only unless the tool must change records.

3. 3
   Copy it

   Choose Create token, then Copy token. It’s shown only once.

4. 4
   Revoke when done

   Each token shows when it was last used. Revoke cuts it off at once.

Billing

Billing shows your plan and its usage: properties and spaces. Below it, Free and Roomline side by side. Choose picks one; tick the renewal terms, then Continue to check out. Manage subscription changes it.

The 45-day free trial is the full Roomline plan. Nothing is charged before it ends; Cancel trial, under … on Billing, before then and nothing is.

Invite

Invite, in the sidebar or Settings, holds your link: Copy link, Copy message or Email. A landlord who signs up with it gets 60 days free instead of 45, and you get a month free once they add their first house. Invited lists who joined, set up and pays.

Export your data and sign out

Under Data & sign out, Everything is a JSON backup of your records, without the uploaded files. Tenants, Rent ledger and the year’s income and costs are CSVs. Sign out waits until your changes are saved.

If something does not look right