SiteLink – Basic Operations

SiteLink – Basic Operations

Course Dates: Open-ended
Enrollment Dates: Enroll Anytime
Who can Enroll: Anyone
Course Language: English
Price:  FREE
SiteLink - Basic Operations

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
    • How to do a Move In
      • 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
2018-09-12T05:13:39+00:00