Template letters allow the system to automatically send text messages and email notices, reminders, and letters to your customers based on rules that you set up in the software.
Automatic/Default Reminders
Automatic Reminders include messages that are scheduled and CAN be automatically sent by the system. These messages can be triggered by a system action.
Account Information: Automatically sent to a customer after registering on your website. It does not send to imported customers.
Automatic Payment Receipt: Automatically sent to a customer immediately following a successful payment.
Failed Recurring Payment: Automatically sent to a customer after a failed payment. Can also be manually sent while bouncing a check/ACH.
Invoice Reminder: Automatically sent to a customer to remind them of an upcoming payment.
Manually Sent Payment Receipt: Manually sent to a customer when viewing a previous payment receipt.
Move Out Receipt: Automatically sent to a customer after successfully moving out of a rental.
Notice of Scheduled Rate Change: Manually sent to one or more customers when scheduling rental price changes.
Rental Instructions: Automatically sent to the customer after a unit is successfully rented.
Reservation Receipt: Automatically sent to the customer after a unit is successfully reserved. Manually sent when viewing an active reservation.
Scheduled Move Out: Automatically sent to a customer when a rental is scheduled for move out on a future date.|
Storage Agreement Manual: Only manually sent to a customer when viewing a storage agreement.
Waiting List Confirmation: Automatically sent to a customer immediately after they are added to the waiting list.
Custom Letters
Send custom notices that can populate information from the customer's profile using Placeholders.
📖 Creating a custom letter
Late and Lien Notices
These notices are sent only to customers who do not pay their scheduled invoice on or before the due date (See Also, Late/Lien Overview). These notices can be customized, or you can use the templates that we provide and edit them to suit your business needs. These include:
- Past Due Notices
- Pre-Lien and Lien/Auction Notices