The Setup tab contains the following options:
Settings
Select selling such as billing period, tax rates, new renter instructions, prorating options, time zone, & credit card types.
Set up new manager and Sales Associate log-ins for the software and change username and passwords for managers. If you need a multi-facility login set up, please reach out to support.
Enter your facility name, website URL, physical and billing address for your facility, the bank account and routing numbers for your facility, and account information that you may want to print on the deposit sheet for cash/check batches.
Connect to different gates and set a lockout threshold for your customers. This is also where the settings live for PDK access control systems.
Create automatic and manual fees and edit current fees.
Set up a variety of rules based on how many days an account is past due. You can customize the notifications and fees for each status.
Payment Processing
Manage the payment types that you accept and see your payment processing fees.
Sync the software to Quickbooks so you can download customer information into Quickbooks for your accounting.
Insurance and Tenant Protection
Control all settings related to insurance at your facility. It also gives you the ability to create plans and charge your customers automatically.
Create or modify any tax rates for rent and fees that you charge at your facility.
Automatically increase your tenants' rent when your facility reaches a certain occupancy threshold.
Set up promotions and view old promotions.
SpareFoot
Integrate your software with SpareFoot.