For more direct support, please call 888-958-5967 or email support@storageunitsoftware.com

How do I add my online rental agreement?

To add a lease/rental/storage agreement: Click on the "Setup" tab. This will take you to the "Settings" subtab. If you scroll to the very bottom of the screen you will see a box that is labeled Agreement (Rental agreement). You can copy and paste any rental agreement here.
Make sure to use the Placeholders located above the Agreement box. Using these will auto fill the customer information. For example: Name: [[CUSTOMER_NAME]] will show Name: First Last. Using the placeholders will fill in the respective information; making the agreement individualized to each customer.
DO NOT FORGET TO SAVE!!!
To have current customers electronically sign the agreement they must have an email, this also requires a username and password. After you have entered the agreement go to any customers profile. Under their current rentals you will see a link to your storage agreement. If you click on the link it will bring up the agreement with their information (anywhere there is a placeholder). In the upper right corner of the screen you will see a button that says "Email to Customer" by clicking this it will send an email to your customer letting them know their agreement needs to be signed. Any new customer that rents a unit online will have to electronically sign the agreement before it will allow them to enter their credit card and complete the rental process.
To print the agreement go to the customer profile click on the link under their current rentals, Your Storage Agreement. This will bring you to the agreement, in the top right corner you will see a button that says "Format for Printing". If you click this button it will create a PDF of the agreement, you can print from there using the "Print this Page" button.
 

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