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11. API Settings (SiteLink)
The final step for SiteLink users is the API Settings tab. This will include information and settings that are specific to your integration. Some of the settings included are:
1. Push or Board Rate - With this field, you will be able to select whether you would like to display the push rate or the board rate from your management software
2. Round Board/Push Rate - By checking this, you will elect to round the rate to the nearest whole number
3. Max Reservation Length - The maximum amount of time that a unit can be reserved, in days
4Max Reservation Length - The amount of days a reservation will remain active before expiring (cancelling)
2. Is Inquiry Type Required? - If the Inquiry Type field should be required to be filled out when creating a lead (iSource value in SiteLink)
3. Is Marketing Source Required? - By checking this, you will require your managers to select a marketing source If the Marketing field should be required to be filled out when creating a new lead
5(mSource value in SiteLink)
4. Is Marketing Source Un-editableEditable? - By checking this, the marketing source will be un-editable after the manager initially sets it
6. Is Inquiry Type Required? - By checking this, your managers will be required to select an Inquiry type when creating a new lead
7. Can rent unavailable Unit? - By checking this, you will give your managers the ability to select units that are currently not available
8. Restrict rate adjustment? - By checking this, you are restricting your managers from making adjustments the the unit rate
9. Enable Reservation Payment? - By checking this, you will give your managers the ability to take a reservation payment through CallPotential
10. Default Available Filter On? - By checking this, you will default the unit display on the lead card to only show available units
11. Select Available Unit Types - By clicking this link, you will be able to select the types of units you wish to make available in CP
12. Select Available Unit Specials - By clicking this link, you will be able to select the types of units you wish to make available in CP After the Marketing field has been set, if the marketing field can be changed by the manager/agent
5. Select unit based upon time vacant? - Select unit for a lead (when not manually designated) based on time since that unit has been occupied (if off, will pull first unit in numerical order)
6. Can rent unavailable Unit? - The ability to select a unit that is currently occupied by another tenant, when creating a lead
7. Enable Reservation Payment? - The ability to take reservation payments via the "Pay Fee" link on a lead card (Reservation amount comes from SiteLink API)
8. Restrict rate adjustment? - The ability to turn on/off rate adjustment for agents/employees/managers when creating leads
9. Default Available Filter On? - When this is checked, only available units will display by default on the inventory list (the checkbox can still be toggled above the inventory list)
10. Round Board/Push Rate - Round the Board or Push rate instead of pulling the exact dollar amount from SiteLink (ie: 4.50 instead of 4.51)
11. Restrict ability to mark lead as Rented? - The ability to prevent users from marking a lead as rented manually (via the drop down), instead of letting the system handle marking leads as rented via API
12. Can rent reserved unit? - The ability to select a unit that is currently reserved by another lead, when creating a lead (See Setup #20 for restriction by role)
13. Update followup date with workflow? - Update the SiteLink followup date according to the CallPotential workflow
14. Hide marketing field? - Hide the Marketing field from the lead card
15. Hide inquiry type field? - Hide the Inquiry Type field from the lead card
16. Select Available Unit Types - Check which unit types should display in CallPotential (Unit Types are designated in SiteLink)
17. Push or Board Rate settings - What rate type should display depending on where the user is looking (the call center agents, webapp, or ThinClient employees)
18. Select Available Unit Specials - Check which special types should display in CallPotential (Special types are designated in SiteLink)
19. Move in Options - Options for the Move In process in CallPotential (see below)
- Rental Period Length - how long one billing cycle is for a new move in (28 days vs monthly)
- eSign Enabled - Enabling eSign as the lease load type for the move in process
- Default Keypad Zone - The default keypad for the gate to be used (this will be designated as all keypads)
- Default Timezone - The default access hours for the unit (business hours vs 24 hour access)
- Gate Code - How the gate code will be generated when a rental is performed (either random or via the tenants phone number)
- SMS Template - The SMS template to be used for the lease portion of the rental
- Email Template - The Email template to be used for the lease portion of the rental
- Move in fields - Here you will select the fields that will be required to be filled out for the rental to take place, versus the fields that are optional
20. Setup - When can rent reserved unit is un-checked, this will appear to allow you to check which roles can create a lead for a unit that is already reserved
Once you have finished updating all your API settings, you are ready to click either the "Save" or "Finished" buttons, and your new location with be created!