Leads Settings

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 settings 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.

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.

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."

 

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