Help center
Guides & how-tos
Everything you need to set up and run your facility, and help for renters too.
Account
- Team members and permissions
Invite staff and control what each person can see and do. - Two-factor sign-in, backup codes and signed-in devices
Protect your account with an authenticator app, keep backup codes, remember trusted devices and sign out devices you don't recognise. - How we verify your identity
Before support changes anything sensitive on your account we confirm we are talking to an authorised person. Here is how, and how to set a support PIN.
Billing
- Connecting Authorize.net and accepting payments
Gateway credentials, accepted methods, surcharges and taxes. - Delinquency, late notices and liens
How reminders, late fees, gate lockout and lien cases fit together. - Accounting reports & QuickBooks exports
Deposits, revenue by category, sales tax, AR aging, payments by method, refunds, and CSV files QuickBooks Online can import. - Card terminals, POS and PCI
Which terminal fits your office, and how card data stays out of your systems (and ours).
Billing & payments
- Lien auctions: listing a unit for sale and handling the winner
Turn an open lien case into an auction, upload proof of compliance, run the sale and record the result.
Facility manager guide
- Today, calendar and your daily routine
What the Today page shows and how to run the day. - Units, sizes, map and access
Setting up units and sizes, the facility map, maintenance, condition reports, locks and gate codes. - Renters: reservations, move-ins, move-outs
Customers, reservations, move-in, move-out, waitlist, verification and importing. - Money: invoices, payments, liens and auctions
Billing, taking payments, delinquency, lien rules, auctions, promotions and automations. - Marketing, website and the marketplace listing
Leads, quotes, listing, reviews, website pages, theme, domain and visibility. - Communications and escalation
Inbox, renter messages, talking to your partner or platform support, and escalating. - Reports and owner analytics
Occupancy, revenue, leads and how to read your analytics. - Settings, team and permissions
Facility profile, payments, documents, lien rules, renter portal, team members and permissions. - Containers and warehouse / flex space
Portable containers, dispatch, service orders, warehouse spaces and receiving.
Getting started
- Your first day: setup checklist
Verify your identity, then ten steps from a new account to taking online rentals. - Using a facility's site map
Find your unit, the gate, office, elevators and doors, and see each unit's full dimensions. - Launch your site: the checklist and the Publish button
New facility sites stay in "Coming soon" until you finish the launch checklist and publish. - Chat with support
Live chat with the Storage Reservations team from your dashboard, or leave a message that becomes a ticket when we're offline. - Support tickets: categories, priorities and response times
Open a ticket from Help, attach screenshots, follow replies, rate the help you got, and vote on the roadmap. - Site modes: full, inquiry, listing only or back-office only
Choose how much of a public website you want. You can still use reservations, management and invoicing in every mode. - Search your facility
Find a renter, unit, lease, invoice or message from the search box at the top of every manager page. - How do online storage reservations work?
Pick a unit, reserve it free or rent it online, then move in. Prices are the facility's own web rates. - What size storage unit do I need?
A 5×10 holds a studio, a 10×10 about one bedroom, a 10×20 a two- to three-bedroom home. - How do I claim my facility's listing?
Find your facility on the marketplace and choose Claim this listing; we verify ownership before you can edit it. - How we verify listing claims
The ways to prove you run a facility when you claim its free listing, and why we ask.
Messaging
- How your emails are sent (your domain, our domain, or your mailbox)
Choose between sending from Storage Reservations, from your own domain (SPF/DKIM/DMARC), or through your own SMTP mailbox.
Operations
- Offline POS counter device
Local front-desk device that works offline and syncs when online.
Renters
- Online rentals and e-signed leases
What happens when a renter rents online, and how activation works. - New reservation: the step-by-step booking wizard
Book a unit for a new or existing customer at the counter: pick the unit, the customer, dates and add-ons, review the costs, sign the agreement and take payment. - Waitlist and unit requests
Fill units as soon as they open. - Renter portal: requests inbox and settings
What renters can do in their account on your website, and how to approve move-out notices, payment extensions, gate code resets and more. - Identity verification: policies, video calls and in-person checks
Choose when renters verify their ID, review risk flags, and record video-call or in-person checks. - Using your renter account
Pay, set up autopay, request a unit or give notice. - Your tenant account: payments, requests and documents
How to pay, set up autopay, request an extension or give move-out notice, and find your receipts and documents. - How do I pay my storage bill?
Pay online from your tenant account on your facility's website, card or bank, one-time or autopay. - How do I give move-out notice?
Send move-out notice from your tenant account: Requests → Move-out notice, with your planned date. - How do I contact my storage facility?
Signed-in renters can message the office from their account; anyone can use the contact form on the facility's website. - Protect your renter account with two-step sign-in
Optional authenticator-app codes, backup codes and signed-in devices for your storage account. - Your warehouse space: deliveries, pulls and requests
See your warehouse space and schedule receiving, pulls, pick & pack or access. - Your portable container rental
See your container, scheduled deliveries and ask for a pickup, move or extension.
Tenants
- Your inbox: renter messages, requests and maintenance in one place
Unread counts, assignment, quick replies and text replies for everything renters send you.
Units & pricing
- Site map builder: drag-and-drop layout, landmarks and unit properties
Draw buildings, floors and driveways, place units and landmarks, edit each unit's sizes and specs, preview, then publish to your website. - Unit heights, door sizes and containers (L×W×H)
Add ceiling height and door size so renters see full L×W×H dimensions and can filter search by ceiling or door height. - Staff site map: unit status, tenant details and quick actions
See every unit coloured by status, click a unit for tenant, lease and balance details, and jump to common tasks. - Sizes, web rates and street rates
How sizes, unit counts and the two rates work together. - Warehouse & flex space: spaces, pallets and receiving requests
Set up warehouse areas and pallet positions, handling fees, receiving and pull requests, and billing. - Portable containers: fleet, service orders and dispatch
Set up a container company: sizes, asset tags, delivery and pickup orders, the dispatch board and fees.
Website
- Your website chat helper
The “Questions?” button on your website: a short decision tree that sends visitors to the right page or to your inbox. - Connect your own domain (custom domain)
Point www.yourstorage.com at your Storage Reservations site, rename your free address, and what the connection steps mean. - Coming soon: hide your site until launch
Show a branded "Coming soon" page while you set up your website, then go live with one click. - Theme & colors for your website
Change your public website's colours, header, footer, links, buttons and fonts, preview on desktop and mobile, then publish. - Picking a website template and editing home-page sections
Templates for self storage, vehicle yards, portable containers and mixed businesses, with a simple section builder.
Renter FAQ
- Renter FAQ
Paying, reservations, access, moving out, messaging your facility and escalating.
Can't find it? Contact support.