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10. API Settings (Domico/CenterShift/QuikStor)
The final step for Domico, QuikStor and Centershift 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
4days a reservation will remain active before expiring (cancelling)
2. Is Inquiry Type Required? - By checking this, you will require managers to enter an inquiry type
5 If the Inquiry Type field should be required to be filled out when creating a lead
3. Can rent unavailable Unit? - By checking this, you will give your managers the The ability to select units a unit that are currently not available
6. Restrict rate adjustment? - By checking this, you are restricting your managers from making adjustments the the unit rate
7. Enable Reservation Payment? - By checking this, you are enabling the ability for managers to take payment for a reservation fee
8is currently occupied by another tenant, when creating a lead
4. Enable Reservation Payment? - The ability to take reservation payments via the "Pay Fee" link on a lead card (Reservation amount comes from the API)
5. Restrict rate adjustment? - The ability to turn on/off rate adjustment for agents/employees/managers when creating leads
6. Default Available Filter On? - Defaults the "available units" filter as on, in the lead card, so that only available units show
9. 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 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)
7. 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)
8. 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
9. Select Available Unit Types - Check which unit types should display in CallPotential (Unit Types are designated in their management software)
10. 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)
11. Move in Options - Options for the Move In process in CallPotential (see below)
- eSign Enabled - Enabling eSign as the lease load type for the move in process (CenterShift only)
- Payment failure email template - The email template to be used for failed payments through the rental process
- 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
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!
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