Unit types

Unit types group individual units for the customer booking portal by size, price, or common features. Customers select a unit type instead of individual units in the booking portal. The system reserves and assigns the next available unit of that type during the booking process.

Clicking on a unit type in your list will take you to that unit type's page. There are 5 sections within a unit type where you can view and update various settings and activities.

Details

The Details tab is where you will find high level occupancy information and where you will configure the customer-facing content and more advanced settings.

Occupancy

There is a breakdown in this section of the occupancy percentage of the unit type based on the 4 states of a unit: Available, Blocked, Reserved, and Occupied. This percentage is important as this is what drives the dynamic pricing feature.

Unit type details

This is where you will configure important settings related to main information and prices. Clicking on '> Advanced' will dropdown to show you the internal unit type code and whether the unit type is currently visible in the booking portal or not.

Click on the pencil icon to edit this information.

Group: The assigned unit type group.
Title: Unit type name in the customer booking portal.
Subtitle: A description of the unit type.
Image: The image for the unit type in the booking portal. You can download free illustrations here.
Deposit: Deposit amount being charged.
Deposit (display): You can enter a different amount to display in the booking portal if desired. Enter 0 to have the actual deposit amount listed.
Rent: Rate to be charged per period.
Rent (display): You can enter a different amount to display in the booking portal if desired. Enter 0 to have the actual rent amount listed.
Code: The internal identifier for the unit type. This is also what is listed in the URL when selecting the unit type in the booking portal.
Order: The order in which the unit type will appear in the customer portal. Enter 1 to list the unit type first, 2 will be next in the list, and so on.
Hide in Cust. Portal?: Toggle this setting ON to make the unit type not display in the booking portal.

Adding buttons to your unit types

You can also add buttons to the unit type details page. To do this, edit the details section by clicking on the pencil icon and then using the following code:

<a href="example.com" target="_blank" class="btn btn-primary">
Button text
  </a>

Make sure to replace "example.com" with the URL path you want to send the user to and the "Button text" with what you'd like the button to say. Storeganise will use your brand colour as the button colour.

You can also add buttons to your site details.

Dynamic pricing

Configure your dynamic pricing rules here. Click here for more information on dynamic pricing.

General information

Enter more detailed information related to the unit type here. This is customer-facing information that displays in the booking portal. This section supports Markdown formatting as well as some simple HTML such as hyperlinks.

Features

Select the feature(s) that apply to the unit type. Features are setup and managed in your Main settings under the Self storage section.

An example of how these settings display in the customer booking portal

Units

The Units section displays all units in your account of this unit type. You can also click the + button to create new units. Functionality for this section is identical to the main units section found in your site settings. Click here for more information.

Charges

You can set mandatory charges for the unit type that will be automatically added to all move-in orders. These can be single or recurring charges. Click here for more information about configuring unit type charges.

Accounting

You can override the default system rent and deposit accounting codes/charges in the Accounting codes section.

By clicking the pencil icon, you can set custom accounting codes for rent and deposit for the unit type.

History

The history log will record the date and time of all system actions related to the unit type as well as the associated operator or API bot that performed the action.

Unit types UI suggestions for optimizing your customer portal

Keep the title text concise, and put any other details in the subtitle section.
Test your portal on various screen sizes to ensure consistent performance and design.
Make sure photos/images are set up correctly (whether fit is checked or not) to avoid distortion.
Align colors, fonts, and design elements with your brand identity.
Review the customer portal to ensure features are intuitive and functional.