Customer Portal Overview (Self Storage)

The Units Customer Portal allows self-storage users to book units, manage details, and payment info, and view rented self-storage units.

The app is customized to match your brand, including color scheme, logo, site & unit details, and images.

This mobile-responsive web app adapts to different screen sizes & devices and is browser-based.

It supports multiple languages with the option to enable several languages for one instance.

Note: Customizations may lead to variations in appearance and wording for each operator's instance.

Creating a unit order

Creating a new order to rent a unit will take a customer through the following pages.

1. Sites

Users can view a map if 2 or more sites are set up.

2. Site details & unit options

Unit availability will be based on live data from the Management Portal. If a certain unit type has no units in the Available state, it will be shown as "Sold out".

3. Unit type details

A user will see more information about the selected unit type. The user will also choose the date to start their contract.

4. Products & services

If you have Products & services set and enabled for the customer portal, then an extra page in the order process will appear:

5. Customer details

New customers will enter the required information to create their user account.

6. Payment details

This step is skipped if the customer is already logged in and has payment details on their account.

Note: If (i) you have no payment gateway setup, or; (ii) have set the user's account to be manually invoiced rather than using the payment gateway, then the last step to input payment details will not apply.

7. Agreement

The customer can review and e-sign their contract agreement.

8. Order confirmation

After which an order confirmation email is also sent to both the customer & operator.

My units

Customers can view their rented units by clicking on the "My units" link from the menu bar. This will list out any units they have rented based on the site(s) the units are located in.

If an access code has been set from the Management Portal for the unit, this will be shown when the customer clicks on "Access code"

Profile

Users can click on the "My profile" link to update their contact information. This will include any Custom fields you have set up.

Invoices

Any invoices that are not in draft state in the Management Portal will be visible to the customer in their invoices page.

Billing

Customers can update their card details in the Billing section if they have a payment gateway set up.

Directing customers to a specific page

You can choose which page to send customers to from your website by following the guide below, with examples from our demo customer portal:

Site selection page: Customers here can view the list of available sites and go from there. For this just use the basic URL of the customer portal (e.g. https://units.spaceup.me/)
A specific site's page: If you want a customer to go directly to choosing the unit types in a specific site, add the site code to the URL (e.g. https://units.spaceup.me/central)
A specific unit type for a site: If you have the unit types for a specific site already covered in your website, you can send them direct to the booking page for that unit type in a specific site. Simply add to the customer portal URL: "/{site_code}/units/{unit_code}" (e.g. https://units.spaceup.me/central/units/5x5)

Customising the Units Customer Portal

If you want to update branding, sites or unit types (including pricing & features), this can be done via the Settings panel and Site settings in the Management Portal.

Creating a custom booking flow

With the Storeganise API, developers have full flexibility to create a completely customized booking flow tailored to any self-storage business. This means businesses can design unique features, integrate seamlessly with other tools, and provide a consistent, branded experience without being limited by pre-set templates or workflows.