Discounts can be managed through Financial Settings, where you can create reusable discount plans or you can apply individual discounts directly to tenants. Follow the steps below for each method.
Part 1: Setting Up a Discount Plan
Step 1: Navigate to Financial Settings
Discount settings can be found by selecting the gear icon in the top right to open Settings and selecting Financial Settings
Step 2: Creating a Discount Plan
- To create a new plan, click Add Discount
- All discount plans will need a Plan Name, Start Date, and End date.
- The Start Date and End Date will be the range this plan can be applied to tenants
- You can also add a Description on Tenant Portal to advertise your discount
- This will show up on your 6Storage Website
- The Promo Code field will be what potential renters can type in at the checkout to apply their discount plan
Selecting a Discount Type
- All discount plans will need a Discount Type of One-Time, Recurring, or Custom.
- One-Time Discounts will apply to the tenant's next invoice
- If a tenant's next invoice value is lower than the discount amount the tenant may not receive the full value of the discount
- Discount method can be a Fixed value or Percentage
- Discount amount will be the value of the discount
- Recurring Discounts apply to each invoice until a set date
- Discount method can be a Fixed value or Percentage
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- Discount amount will be the value of the discount
- Termination date will be when the discount stops applying to the tenant
- Applies to can limit the discount to specific Invoice Periods
- Custom Discounts can apply to a specific month
- Pre-Pay will require the Number of Months to be paid in advance
- Earn as You Stay will allow you to get the discount after staying for the number of months
- Each month will have the option for a percentage or fixed value discount amount
Selecting where a Discount Applies To
- All discount plans can be restricted to specific Facilities, Unit Types, Unit Groups, Tenant Types, and Line Items
- Facilities, Unit Types, and Unit Groups are set up to match your business' operations to categorize your units
- Tenant types are either Personal or Business Users
- Line Item Types appear on the invoices. The discount can be specifically applied to Rent, Fees/Services, or Merchandise
Select Save to finalize your discount plan
Part 2: Applying Discount Plans to Tenants
Step 1: Go to the Tenant’s Profile
- Use the search bar or find the tenant in the Tenants tab
- Inside the profile, click the Add-ons tab (just above the ledger)
- Then select Discounts
Step 2: Apply a Discount Plan
- Click Apply Discount
- A list of available discount plans will appear
- Check the box next to the plan you'd like to apply
- Click Save to finalize the discount
Note: You can also apply discount plans to new tenants during the move-in process. When selecting billing and pricing options, simply choose the desired discount plan before completing the rental.
Part 3: Giving Individual Discounts to Tenants
Sometimes you may want to give a tenant a one-time discount without creating a plan.
Step 1: Apply Discount Manually
- In the tenant's profile, go to the Rental Details section
- Click the menu icon and select Apply Discount
Step 2: Choose Invoice and Discount Value
- A list of the tenant’s outstanding invoices will appear
- Select the invoice using the checkbox on the left
- Enter the discount amount in the Enter Value box
Step 3: Add Comments and Save
- Comments are required to proceed
- Once entered, click Save
- The discount will be applied, and the tenant’s balance will be adjusted accordingly
