Contents


Overview

The Units Customer Portal is where self storage users can book units, manage their details, payment info and view their rented self storage units.

The app is customised to your brand including colour scheme, logo and site & unit details and images.

This is a mobile-responsive web-app which will adapt accordingly to different screen sizes & devices. It is browser-based and not a stand-alone iOS or Android application.

The web app is available in multiple languages and any one instance can have multiple languages enabled.

Note: Because of the possible customisations, how things look and the wording will vary for each operator's instance.

Units Customer App

Creating a unit order

Creating a new order to rent a unit will take a customer through the following pages.

1. Sites

Users can toggle between a grid view or a map view if 2 or more sites are setup

Units Customer App: Creating a unit order

2. Site details & unit options

Unit availability will be based on live data from the Management Portal. If a certain unit type has no units in Available state, it will be shown as "Sold out".

Units Customer App: Site details

3. Customer details & move-in information

If a customer already has an account they can log in and continue from there.

Units Customer App: Customer details & move-in information

4. Additional account details

If you have Custom fields setup on your instance, any that are setup to be visible to the customer will be added to the list of fields that customer should fill out as part of sign up.

Units Customer App: Account details

5. Products & services

If you have Products & services setup and enabled for the customer portal, then an extra page in the order process will appear:

Units Customer App: Products & services

6. Order summary

A summary of the move in order and products.

Units Customer App: Order summary

7. Payment details

This step is skipped if customer is already logged in and has payment details on their account.

Note: If (i) you have no payment gateway setup, or; (ii) have set the user's account to be manually invoiced rather than using the payment gateway, then the last step to input payment details will not apply.

Units Customer App: Payment details

8. Order confirmation

After which an order confirmation email is also sent to both the customer & operator.

Units Customer App: Order confirmation

My units

Customers can view their rented units by clicking on the "My units" link from the menu bar. This will list out any units they have rented based on the site(s) the units are located in. 

If an access code has been set from the Management Portal for the unit, this will be shown when the customer clicks on "Access code"

Units Customer App: My units

Profile

Users can click on the "My profile" link to update their contact information. This will include any Custom fields you have setup.

Units Customer App: Profile

Invoices

Any invoices that are not in draft state in the Management Portal will be visible to the customer in their invoices page.

Units Customer App: Invoices

Billing

Customers can update their card details in the Billing section if you have a payment gateway set up.

Units Customer App: Billing

Directing customers to a specific page

You can choose which page to send customers to from your website by following the guide below, with examples from our demo customer portal:

  • Site selection page: Customers here can view the list of available sites and go from there. For this just use the basic URL of the customer portal (e.g. https://units.spaceup.me/)

  • A specific site's page: If you want a customer to go directly to choosing the unit types in a specific site, add the site code to the URL (e.g. https://units.spaceup.me/central)

  • A specific unit type for a site: If you have the unit types for a specific site already covered in your website, you can send them direct to the booking page for that unit type in a specific site. Simply add to the customer portal URL: "/{site_code}/units/{unit_code}" (e.g. https://units.spaceup.me/central/units/5x5)


Customising the Units Customer Portal

If you want to update branding, sites or unit types (including pricing & features), this can be done via the Settings panel and Site settings in the Management Portal. 


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