Lead Source
Leads can come in through various sources and many facilities like to keep track of the methods that work best for them
- Click Add Category button to add a new lead category
- After selecting the newly made category you can use the Add Source button to create options inside that category
- These categories and sources will be the options you can choose when adding a new lead
Reservation Preferences
When adding a reservation you will want to collect some information from your tenant. The reservation preferences will allow you to determine what information is collected along with a few settings to match your facility’s operations.
- Select the pencil icon next to each facility to edit
- Reservation fields will determine what is asked and required when adding a new reservation
- You can change these requirements for both tenants reserving online and you as the operator in the admin portal
- You can also edit a few additional settings for your reservations
- This can include
- Taxing a reservation fee
- Allowing a move in to override a reservation
- Applying a reservation fee towards the move in invoice
- Reservation expiration timers
- Reservation fees