Message
Paid Due < 3 wks Overdue No date set
Whole property.
View:
Colors always mean rental agreement + financial status; renewal and electric attention appear as badges.

Choose spaces for online booking

Gravel Drive-In Lot - 4 rows Whole-row storage.

Front Building - 10 x 10 numbered units Individual storage units.

Back Building - 10 x 15 numbered units Individual storage units.

Harbor Dock - 8 boat slips Individual boat slips.

How do I… find an open place? (opens Help)

Payments Payments received, by Stripe or recorded by hand · click a row that needs review to apply or dismiss it

Payments received, by Stripe or recorded by hand · click a row that needs review to apply or dismiss it

Date range: Today
⬇ Export CSV
DateMethodCheck # / referenceNamePhoneAmountItemStatus

Call List who owes now — tap a number to call

who owes now — tap a number to call

RenterPhoneItemPaid UntilStatusOwed

Inquiries & Waiting List manual priority only - this queue never reserves or assigns a location

manual priority only - this queue never reserves or assigns a location

PriorityReceivedNameContactRequestStatusFollow-upActions

Unit bookings

nothing open

Unit bookings

Public booking: test mode · switched on

Public booking settings in Admin control the payment terms and the agreement; classes, dates and prices are on the Rates, classes and dates page. Your installer sets up the security check and payment keys. Open public booking page.

Booking payments needing review (0)

None right now. A payment that arrives after its hold has ended is listed here.

Record a unit for an existing renter who calls or visits. Dates are local to the property; departure day is available for the next booking. Nothing is sent or charged.

Applied area: All areas. 0 bookings. Choose a building or yard and select Apply area to update both unit choices and booking history.

Unit chooser area

Booking history area

No unit bookings yet.

Booking requests awaiting property review

none waiting

Booking requests awaiting property review

No booking requests need confirmation.

All Renters

The rows shown, as filtered and sorted.
ItemRenterPhoneWhereRatePaid UntilStatusOwedAttention

Booking readiness checklist

Online booking: ready and switched on. ready

Storage software 1.3.0

Online booking: ready and switched on.

Global booking switch · Renter chooses a space · Rates, classes and dates

Booking prerequisites are ready.

  • Rules page is not set: renters see no rules link before they book. Your installer adds it.
  • Confirmation messages: renter and owner. Setup needed: Owner notification address is not configured. Ask your operator to check the existing Admin mail setup.
  • Extra-month refunds: no refund promise is shown to new renters.
  • Public booking is enabled.
  • Renters choose their own spot.
  • Returning renters whose details match an existing renter wait for your approval.
  • Test mode is configured.
  • Test mode: this site is not set up to send email, so no confirmation email goes out for test bookings.
  • Public booking uses TEST payments. This installation's payment keys are not set up, so paid bookings wait for you. Press Place now when you have checked the payment.
  • Payment: 1 months required; customers may choose up to 1 total months.
  • Arrival within 30 days.

Selections do not change current occupancy. Each row is rented whole.

Support details (for whoever manages your hosting)

Stripe install identity: not yet initialized; created with the first payment operation.

  • No SMTP sender is installed, so this site sends email through the server's built-in PHP mail. Send yourself a test message and confirm it arrives before you turn on renter email. If test mail does not arrive, ask whoever set up the site to add an SMTP sender.
  • Public booking checkout: no failure to prepare a payment form is on record.

No refused second-success observation is recorded in the available history.

  • Public booking checkout: no unresolved checkout observation rows.

Checkout recovery

nothing to check

Checkout recovery

When a renter starts paying online and the payment does not finish, it shows here so you can check it in your Stripe account and, if it never went through, free the space it was holding.

No unfinished online payments need checking.

Administrator changes are off, so this layout is not saved.

Last saved:

New Inquiry

Source: Manual entry
Convert inquiry to renter

1. Resolve possible duplicates

Choose an existing renter to merge without overwriting saved contact details, or explicitly create a separate renter.

Assets with a current placement cannot be reused. End that placement before reusing the same asset. Create a new asset only if this inquiry describes a different one.

Review inquiry notes and measurements

2. Assign the rental agreement

3. Create the initial charge

This owner action creates a real renter, asset, and occupied location. Ledger billing also creates the charge shown above; paid-through billing creates no initial ledger charge. Boat slip or outdoor storage requests remain visible on the inquiry but are not assigned automatically.
Edit Item
Transfer to a new location

The old rental agreement stays in history. Existing renter, item, payment, and note details carry forward unchanged.

Metering is disabled. Existing readings remain visible; adding, correcting, and posting are locked.

⚡ Electric meter

Enter a reading, preview the charge, then post it to this renter's account. Corrections are audited.

No readings yet at this location.
Import renters and locations
Import only a Data migration CSV that was exported from this screen. The whole file is checked before anything is saved. A customer already on file gets their details updated, but who each customer is, who owns each asset, and which space each renter occupies cannot be changed from here. A current export carries proof of who each customer is. An older export is accepted only when each customer's ID still matches the contact details it was made from. 


                

                    
                    
                

            

        
        
        
            
Payment needing review

            

                
How do I… check or correct a payment? (opens Help)
                


                
                
                
                

                
                

                

                    
                    
                    
                    
                    
                

            

        

        
            
Record a stack of payments

            

                
One row per payment. Each row starts on the usual choice for that renter, and the line under it says what will happen. Review the whole stack before posting.

                
                

                    

                        
                            
RenterMethodCheck # / referenceAmountDateUse this payment