Setup checklist: Self storage

Points to go through during your initial setup

Contents


Overview

Once you have been setup with your Storeganise instance, you will receive an email with the login details to your respective Management Portal and the Units Customer Portal. The checklist below outlines some of the main points to go through as part of the initial setup for a self storage facility. For instructions on setting up a valet 

Contact us by email (support@storeganise.com) if you need any changes or updates made.


Review settings

Go through the settings panel in your instance to make sure that the settings all match up with your initial requests. You will also need to set up your accounting codes, tax rates, and any other system charges or discounts/promotion. You can update most settings directly or reach out to us if you need help with anything. 

The Settings help docs explain how everything works.


Integrate Storeganise with your website

Read our help doc on Integrating Storeganise with your website for more information. 


Setup your Customer Portal subdomain CNAME record

You will need to define a sub-domain location on your main domain where customers will go to log into the Customer Portal / create orders. This needs to be in the format of subdomain.domain.com (it cannot be domain.com/subdomain).

You will need to setup a CNAME record on your domain's DNS settings (more details will be included in your setup email from us).

For example, if you want to use the subdomain user.storageco.com and your Storeganise Customer Portal is currently at storageco.storeganise.com, then you will setup a CNAME record where the host is user and it points to storageco.storeganise.com.

Verify the CNAME is setup

You can verify if the CNAME has been setup correctly by using this CNAME lookup tool.

Note: Once you have completed the setup, please email us to let us know which subdomain you setup as we need to complete a step on our end before it becomes active.

Setting up CNAME records with different domain registration companies

Follow the links below to view the help docs on setting up CNAME records for some commonly used domain registration companies. If you are using a different provider, try searching their help docs directly.


Setup your marketing website CNAME record

If you have opted to use Storeganise for your marketing website, you'll need to setup a CNAME record for the website too. More information will be sent by email but below is a quick overview / example of how this should be setup.

If your Management Portal is at storageco.storeganise.com then your business 'code' is storageco, and you will will need to setup a CNAME record where the host is www and it points to storageco-www.storeganise.com.

You'll then want to setup a redirect for your domain, so that users going to https://yourwebsite.com get redirected automatically to https://www.yourwebsite.com. How this is done depends on your DNS provider (where you domain is registered) so please see the documentation from your provider.

Verify the CNAME is setup

You can verify if the CNAME has been setup correctly by using this CNAME lookup tool.

Note: Once you have completed the setup, please email us to let us know which subdomain you setup as we need to complete a step on our end before it becomes active.

Setting up forwarding with different domain registration companies

Follow the links below to view the help docs on setting up domain forwarding for some commonly used domain registration companies. If you are using a different provider, try searching their help docs directly. If you are looking for the help docs for setting up CNAME records, just refer to the links in the section above.


Payments

If you are using a supported payment gateway, you'll receive more info from us on how to get this setup & integrated. If you haven't, reach out to us.


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