Onboarding setup 4: Site, jobs, and unit management

Sites

Clicking the Sites button in the top navigation bar will direct you to the Sites section of the admin portal where you will manage your site(s), units, and rental settings & operations. This is also the page where you will typically land when logging into the management portal.

The first step in setting up your operation is to add your first site. To begin, click the + button on the right-hand side to open the ‘Add a site’ window where you can enter the initial basic details: Location title, Address, Phone number, and Email address. Once entered, this will create your first Site.

The system will automatically open this newly created site and display a 4-step setup checklist. However, if you have multiple sites you can repeat the steps above to first add each of your locations as an individual site.

Overview

A newly created site will present you with a 4-step setup checklist.

• Add your storage units
  • View the Unit types section below for more information
• Add your units to the sitemap
  • Once you have finished the Unit types and Units sections, you can begin building your sitemap
• Sell products and services
  • View the Products section below for more information
• Publish the site to enable online bookings
  • Once you are satisfied with the entire setup of your site, click the ‘Show in customer portal’ button to make your site live on the customer booking portal. Alternatively, you can find this option in the Advanced settings section.

We advise waiting to make your site live for bookings until all Storeganise settings have been thoroughly checked and your payment gateway has been established and confirmed with a test transaction.

Details

Setup your general, customer-facing site information. These sections are displayed in the booking portal during the checkout process. You can find more information about these settings here.

Jobs

Once your account is live and operational, this is where you will find active jobs such as upcoming scheduled move-ins and move-outs.

Units

You must first set up the Unit types section below before proceeding with the following instructions.

Once your unit types have been created, you can begin adding your units.

From the Units tab, click the + button to create new units against a specific unit type.

A window will open where you will set the details for these new units as well as the quantity of units you would like to create. In this example we will be creating 20 identical units using the same method outlined in the Unit types section below.

Click the 'Create units' button to create this new batch of units.

Repeat these steps of creating unit types and units as needed to get your Storeganise account to accurately reflect your facility and the units you offer.

You can find various articles with more information about units and unit settings here.

Invoices

This section will begin empty. Here you will find all invoices tied to this site once you begin operating your business through Storeganise.

Sitemap

This is where you will set up and arrange your sitemap to match your physical location’s layout. You can find more information about these settings here.

This cannot be done until after you have added all of your units.

Unit types

From the site Overview section you can follow the Complete your site setup walkthrough to get your first unit types and units added to your account. Click the ‘+ Add the first unit type’ button to begin this process.

The window that opens will give you a visual representation on the right of what customers will see in the booking portal as you make changes to these settings. The section on the left is where you will set the information for this unit type.

• Description
  • Set the image, title, and subtitle for this unit type
• Pricing
  • Set the deposit and monthly rent rates.
• Units
  • Set the dimensions for this unit type and the floor, if your facility is multi-story.
  • Establish the naming scheme for the units of this type as well as how many you would look to immediately create.
  • Note: we recommend if you use a number-based scheme for naming your units that you use a leading-zero to ensure your units are listed in order for efficient navigating and operating. For example, 01, 02, 03, rather than 1, 2, 3, etc.
  • You can generate multiple units at once by setting the first and last unit names separated by a colon. In this example we will be creating 20 identical units by entering 'A01:A20'. You will see icons for each unit populate on the right to give a preview of each unit's name.

• Once you are satisfied with all of the settings, click on 'Create units'. All of your units have now been created for this site.
• The next two steps will direct you to setup your Sitemap and Products.
• Finally, the fourth step is simply making this site live for bookings. This is done by clicking the blue 'Show in customer portal' button.

If you have more unit types to add, click on the Unit types section in the Site settings. Then click on the + button to begin creating your next Unit type.

In the window that opens you will add the Title, Deposit, Monthly rent, and Code for this new Unit type. Code is essentially an internal identifier used when referencing this unit type. In the example image above, the code is the small italicized text 'small-5x5'.

After clicking the 'Add unit type' button the system will navigate to this new Unit type automatically. From here you can edit various settings and information for this Unit type prior to creating any Units.

You can find more information about unit types and these settings here.

To continue configuring your Storeganise instance, proceed to Onboarding Setup 5