Are you ready to get your software set up? Go through the following checklist to ensure you didn't miss anything. Click the links below for more information.
1st Step: Initial Setup
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Complete the Facility Setup after logging in to your software. (Refer to your Welcome email for the link)
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Submit an application for payment processing.
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Submit an application for Tenant Protection by submitting this form
2nd Step: Enter Data
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Set up software users. If you plan to use SSO for enhanced security, configure your SSO settings.
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Create your unit types (unit sizes)
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Enter your units
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Create your site map or send a labeled facility layout to the support team to create
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Enter your rental agreement/Lease or send a text file like a Word doc to the support team to input
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Import your customers or you can send the completed customer import template spreadsheet to the support team for input.
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Rent each customer their unit(s)
**When sending information to the support team, please send documents to easysupport@storable.com, this is the best email to send support requests to. Please include in the email subject line "Customer Import", "Sitemap" or "Rental Agreement"
Final Step: Settings review
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Choose a billing and reminder period
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Set up notifications you want the manager to receive
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Prorating? Set up prorating
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Read, edit, and enable the templates you want to use/send out. It is up to the owner/manager to ensure that these templates contain accurate information about the facility.
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Add in your late fees/rules, your lockout fees/rules, and determine if you want the software to generate your auction dates
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Call the support team to integrate your gate (if applicable)
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If you use Storable Access Control, schedule an integration appointment by clicking HERE after the equipment has been received and installed.
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Taxes? Create a tax rate
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Review your field settings to ensure customers provide the necessary information when renting a unit online. Also, if needed, create custom field settings for the information you want to collect from the tenant when they create their account.
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(Optional) Two-Way Text Messaging. If you would like to send and receive text messages directly with your tenants within the software, please enable Two-way Texting, select a number, and register your brand. If you plan to register your brand as a Sole Proprietor using your Social Security Number instead of an IRS-issued EIN, please contact support for assistance with the registration process.
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Review your website and make any necessary edits or changes to the content.
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Review the facility information under Setup > Contact to ensure all information is correct. These addresses will show on invoices and in notifications. Remove any personal information if it was provided during software sign-up. Learn about template placeholders.
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If you own a domain/URL that needs to be associated with your new website or if you need Storable Easy to purchase a domain for you, please email or call support for assistance or visit our support guide here.
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Give customers the ability to rent online
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Enable a credit card surcharge fee (if applicable). See our FAQ for more information.