Stora onboarding takes you from an empty account to taking live bookings. Work through the steps below in order, using the linked guides for detail on each one. Your onboarding manager is on hand throughout to help with anything specific to your business.
Watch our onboarding video
What you'll set up
By the end of this guide you will have configured:
Your website, domain and storefront content.
Payments through Stripe, tax rates and billing periods.
Your sites, unit types, units and site map.
Insurance or protection, discounts and coupon codes.
Customer check-in, identity verification and contracts.
Your existing customers, imported into Stora.
š” This guide is not exhaustive. There are more features you can configure during setup, and your onboarding manager will guide you through the ones you need.
Choose your website approach
Decide whether you are using the full Stora website, or your existing website with Stora for bookings and payments. We will guide you through the domain settings to get this live.
Set up Stripe
Stora uses Stripe to take customer payments.
Set up your Stripe account within Stora.
Tell your onboarding manager when you are ready to go live with payments.
Configure your tax rates
Set up your applicable tax rates for unit types and insurance. Add every rate you need before you create unit types, so you can apply the correct one as you go.
Update your website content
Update your homepage and other pages with your own content.
Add your logo and favicon under Appearance.
Add extra pages such as a blog to expand your content.
Update your terms and conditions on the applicable terms page.
Customers accept your terms at checkout, so make sure they are final before you go live.
š” For everything you can change on your storefront, see Personalise your storefront settings.
Optimise your storefront for search
Learn how to enhance your storefront for SEO, and how to use your website to drive growth.
Create your site, unit types and units
Edit your site information to match your storage site.
Set up the unit types you have at that site.
Set up your individual units.
Create unit types before units, because each unit is assigned to a unit type.
Set up your billing periods
Enable the payment periods you need. You can choose weekly, 4 weekly, monthly, quarterly, bi-annual or annual.
š” You choose one billing period for storefront bookings. You can still use the others from the back office.
Create your site map
Once you have created all your units, complete your site map. This gives you an overall view of your site and which units are occupied.
Set up insurance or protection
If you sell insurance or protection, edit the existing coverage amounts or create new cover levels. You can also track the total coverage on your overall policy.
Link your terms to your insurance or protection page under the pages section.
ā ļø Follow the stipulations set by your insurance provider. Your cover levels and terms must match what your provider has agreed.
Create discounts and coupon codes
Set up discounts for use on your Storefront, or create coupon codes to share with individual customers.
Set up check-in and contracts
Decide on your check-in approach. You can use the built-in ID checker and create your own contract templates so the right agreement is sent to each new customer automatically.
Once contracts are issued, you can check their status, void and reissue them.
š” Stora can upload and configure your contract templates for you for a one-off fee. Ask your onboarding manager or Stora Support.
Import your existing customers
Complete the customer import spreadsheet.
Send the completed spreadsheet to your onboarding manager.
Review the moving over checklist before you switch.
Importing your customers creates their subscriptions in Stora, so you do not have to add them one by one.
Add your details to invoices
Add a VAT or tax number, bank account details, or general text to your invoice template. These details then appear on every invoice you send.
Find more help inside Stora
At the top of your Stora account, under Help, you will find the Help Centre. It contains articles on every topic in this guide.
Get ongoing support
You have access to our support portal, where you can message us directly and search relevant help articles.
š” We add features to Stora regularly. Keep an eye on the Changelog to see what is new.