Onboarding setup 1: Business settings

Overview

Welcome to Storeganise!This document is the first of five setup guides intended to provide essential settings and general information for establishing a new account. While our support staff will assist you during onboarding and training calls to set up your business, the content here aims to offer an overview of your new Storeganise instance, allowing you to familiarize yourself with the system promptly. . If there is any confusion or hesitation we will of course be here to help, but we encourage you to begin configuring these settings yourself.

Main Settings

Click on your name in the top right corner and select Main settings. This is where you will find all of the settings that relate to your operation as a whole. Below is a brief overview of each section of the main settings with specific settings to take note of when configuring a new account.

See the Sites section below for the settings that apply to your sites, unit types, units, and unit rentals.

General

Setup your company name, website URL (if applicable), phone number, terms & conditions, and system-wide date & time formatting here.

This is also where you establish your default invoicing settings and currency code & symbol.We generally recommend processing your first billing cycle with your Billing trigger set to Manual. This will allow you to vet all the initial invoices that are generated to ensure you are charging your customers correctly. You will also set your overdue invoice timing here.Your advanced invoicing settings are configured when we create your account, based on what you select in your signup form. We still recommend confirming these settings with your Storeganise rep.

Brand

Setup your company’s color, logo, and icon here. This will apply to your customer booking portal, invoice email communications, and the website builder (if you utilize this service). The Preview section at the top will give you a quick example of the colors and logo as you make changes.

Emails

Setup the name and email address that invoice communications going to your customers will be sent from.

Setup the language and layout of your Email templates. These are the emails that are automatically sent to your customers for things like invoices, receipts, reservations, rent changes, etc. This is also where you will establish the timing of your invoice reminders for any unpaid invoices.

Website

If you are utilizing our website builder, this is where you will set up your custom website. You can view our help documentation for the website builder here.

Self storage

Setup the Unit features you plan on using for your unit types. There is a large selection of icons for you to choose from.

This is also where you will set up your company’s storage agreement. We will typically assist you with this step.

Congratulations on completing Onboarding Setup 1! To continue configuring your Storeganise instance, proceed to Onboarding Setup 2.

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