SiteLink – Basic Operations

Course Dates: Open-ended

Enrollment Dates: Enroll Anytime

Who can Enroll: Anyone

Course Language: English

Price: FREE

Ben Hodgkinson

Jason Tran

Jake Pascoa

About this course

Unlike many other Self Storage software packages, SiteLink Web Edition is a fully featured suite of products, all designed to help any Self Storage facility manage daily tasks and importantly, make money. This course will outline a number of the fundamental operations behind the SiteLink software and help you familiarise yourself with all that SiteLink has to offer.

IMPORTANT NOTE: Throughout the duration of these courses, we highly recommend making use of the demo database SiteLink has to offer. A copy of this demo database can be found by typing "demo" into all of the text areas on Sitelink's login screen. These courses follow a set procedure, allowing you to progress through each course at your own pace. Due to the hands-on approach these units will take, it's recommended you follow through with each set of instructions on this demo database to ensure no unwanted testing or changes are made to your database.

Course Structure

Back to Basics #1: Moving In
Preview
- How to do a Move In
  Preview
  - Operations - Accounts - Move In
  - Recap Question #1: Moving In
  - Recap Question #2: Moving In
  - Recap Question #3: Moving In
Back to Basics #2: Lead to Lease
Back to Basics #3: Payments - Part 1
Back to Basics #4: Payments - Part 2
Back to Basics #5: Walk-In Merchandise Purchase - Part 1
Back to Basics #6: Walk-In Merchandise Purchase - Part 2
Back to Basics #7: Edit Charges & Payments Screen
Back to Basics #8: Taking a Credit Card Payment
Back to Basics #9: Adding Automatic Credit Cards
Back to Basics #10: Edit Tenant Fees & Settings
Back to Basics #11: Showing Receipts for a Tenant
Back to Basics #12: Showing Daily Receipts
Back to Basics #13: Delete a Payment
Back to Basics #14: Performing a Daily Close
Back to Basics #15: Moving Out - Part 1
Back to Basics #16: Moving Out - Part 2
Back to Basics #17: Adding 7 Days of Rent to a Move Out
Back to Basics #18: Transferring a Tenant
Back to Basics #19: Invoices - Part 1
Back to Basics #20: Invoices - Part 2
Back to Basics #21: Sending Late Payment Notices
Back to Basics #22: Sending a Letter to a Customer
Back to Basics #23: Sending SMS to Customers
Back to Basics #24: Refunds - Part 1
Back to Basics #25: Refunds - Part 2
Back to Basics #26: Access
Back to Basics #27: Reminders
Back to Basics #28: Installation of ClickYes Express
Back to Basics #29: Using the Map