Lead Settings allow you to adjust the way the system handles leads and reservations.  

To access your facility’s lead settings:

• Click the Settings Tab to the left of your screen.
• Under the Leads section, click the Settings button. The Lead Preferences screen will appear.

Listed below are definitions of each setting:

Lead Follow Up

Checking this box will create a Task List item to remind you to follow up on a lead 1-99 days after the lead has been made.

Follow up task for reservations

Allows you to configure the date you receive a follow up task after a reservation is made through the API. This can help you contact a lead about their reservation at the right time.

Lead Reminder

If SMS/text messaging is activated for your facility and you have an active SMS Lead Reminder template, an SMS reminder will automatically be sent 1 day after a lead has been created. To adjust how long after the lead has been created to send the message, edit the days field. Once a lead has been converted to a reservation, this setting will no longer apply. To activate the default Lead Reminder SMS message or create a customized message, go to SMS Settings. 

Reservation Expiration

Checking this box will automatically close a reservation and change the unit status from reserved to vacant within the time period entered. The expiration timing is from the reservation creation date, not the desired move-in date. The setting ensures units aren't held indefinitely.

• This only applies to reservations because they hold the unit for the customer and no one else can rent it. It does not apply to leads because the unit is not held for that tenant and can be rented to someone else.   
• If you change the unit in the reservation, the Reservation Expiration clock restarts from the date you made the change. 
  
• If your storEDGE software is integrated with SpareFoot, the Reservation Expiration will be used as your SpareFoot Reservation Window. 

Reservation Reminder

If SMS/text messaging is activated for your facility and you have an active SMS Reservation Reminder template, an SMS reminder will automatically be sent 1 day before the scheduled move-in date set in the reservation. To adjust how long after the lead has been created to send the message, edit the days field. To activate the default Reservation Reminder SMS message or create a customized message, go to SMS Settings.

Reservation Fee

Allows you to apply a fee to a reserved unit during the reservation process. The fee will need to be set up in Fees and Services before it will appear in the dropdown list.

• If a reservation fee is set, you have the option to automatically credit the reservation fee to the tenant at move-in or not via the checkbox labeled Credit the reservation fee to the tenant at move-in.

Audio Alerts for new 3rd party leads and reservations

If you'd like the software to provide an audio alert (🔔) when a reservation or lead is submitted via a 3rd party integration, navigate to the Corporate area of your software. In Settings under the Software Settings tab, select Lead Settings. 

There you can turn the audio alert on or off and limit the alerts based on how far into the future the reservation is.

For example: If you select 2 days, you will only get audio notifications when a reservation is placed with a move-in date 2 days or less in the future.