SiteLink is a very robust self-storage management software and we want you to be able to use every aspect of it. Learn about all the features available via our SiteLink Training Tutorials and Videos.
Web Edition
Corporate Control
The following training clips explain how to use the Reserve screen.
The following training clips explain how to use the Schedule screen.
The following move-in training clips will discuss how to move a client into the SiteLink client. The Move-In Screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations Webinar
Portable Tasks Overview (1:52)
Dispatch - Move-In (2:45)
Dispatch - Move-Out (2:02)
Dispatch - Completing a Scheduled Service (1:18)
Portable Setup (3:43)
Postal Code Management (3:13)
Delivery Setup - price by mileage (1:32)
Delivery Setup - standard delivery charges (0:42)
Delivery Setup - standard delivery charges with tax by zipcode (1:18)
The following move-in training clips will discuss how to move a client into the SiteLink client. The Move-In Screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations Webinar
Portable Tasks Overview (1:52)
Portable Setup (3:43)
Postal Code Management (3:13)
Delivery Setup - price by mileage (1:32)
Delivery Setup - standard delivery charges (0:42)
Delivery Setup - standard delivery charges with tax by zipcode (1:18)
The following move-in training clips will discuss how to move a client into the SiteLink client. The Move-In Screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations
Move-in (7:35)
Add discount plan (1:31)
Shortcut Button (1:17)
Add photo to tenant (1:53)
Add marketing information (0:59)
Using ACH (1:52)
The following training clips discuss taking payments in the SiteLink client,
which are used daily. With SiteLink Web Edition's Corporate Control Center, you can also accept payments for one or multi store locations.
Daily Operations
Add & Delete Charges (1:03)
Add Insurance Policy (1:06) (Not applicable for Portable)
Add or edit vehicle information (0:24) (Not applicable for Portable)
Change of address (0:37)
Change tenant icons (0:25)
Discount a charge (0:46)
Give a credit (0:48)
Prorate Calculator (1:02) (Not applicable for Portable)
Schedule a move-out & disable past due (1:33) (Not applicable for Portable)
Shortcut Button (0:56)
Take a payment (2:19)
Take offline credit card payments (1:24)
Waive late fees (0:45)
The transfer screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations
Transfer Unit (0:54)
Transfer Unit (advanced) (2:04)
The following training clip explain how to use the Point-of-sale menu for walk-ins.
First Time Setup and Conversion
Daily Operations
Point-of-sale - Walk-ins (0:59)
The Collection Calls screen is used to follow up with tenants with open charges.
Daily Operations
Collection Calls (1:25)
The following training clips will discuss the Tasks & Letters screen in the SiteLink client.
First Time Setup and Conversion
Daily Operations
Auction Status (5:13)
Tasks and Letters Overview (2:52)
Invoicing is used daily to contact customers about their subscription charges.
Daily Operations
Change an invoice format (0:41)
Create a manual invoice (0:52)
Invoicing (1:29)
Learn how to process Credit Cards.
Daily Operations
Process Credit Cards (1:23)
Learn how to use the ACH (Automatic Bank Draft).
Daily Operations
Using ACH (5:53)
Auto ACH and Processing ACH (7:10)
The following training clips explain how use the Gate Access screen.
First Time Setup and Conversion
Daily Operations
Gate Access (3:10)
The following training clips explain how to complete a daily close.
First Time Setup and Conversion
Daily Operations
Auto Daily Close (2:46)
Refunds Auto Daily Close (1:03)
Complete a daily close (2:53)
Enter ledger adjustment (2:12)
The following move-in training clips will discuss how to move a client into the SiteLink client. The Move-In Screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations Webinar
Move-in (7:35)
Add discount plan (1:31)
Shortcut Button (1:17)
Add photo to tenant (1:53)
Add marketing information (0:59)
Using ACH (1:52)
The following training clips discuss taking payments in the SiteLink client,
which are used daily. With SiteLink Web Edition's Corporate Control Center, you can also accept payments for one or multi store locations.
Daily Operations Webinar
Add & Delete Charges (1:03)
Add Insurance Policy (1:06) (Not applicable for Portable)
Add or edit vehicle information (0:24) (Not applicable for Portable)
Change of address (0:37)
Change tenant icons (0:25)
Discount a charge (0:46)
Give a credit (0:48)
Prorate Calculator (1:02) (Not applicable for Portable)
Schedule a move-out & disable past due (1:33) (Not applicable for Portable)
Shortcut Button (0:56)
Take a payment (2:19)
Take offline credit card payments (1:24)
Waive late fees (0:45)
The transfer screen is used daily at your store and it is very important to understand each aspect of this screen.
Daily Operations Webinar
Transfer Unit (0:54)
Transfer Unit (advanced) (2:04)
The following move-out training clips will discuss how to move-out a client in the SiteLink client.
The Move-Out Screen is used daily at your store and it is very important to understand each aspect of this screen
Daily Operations Webinar
Exit Survey (1:44)
Move-out (1:13) (Not applicable for Portable)
Shortcut Button (0:56)
Undoing a move-out (0:53)
Writing off bad debt (0:33)
The following training clip explain how to use the Point-of-sale menu for walk-ins.
First Time Setup and Conversion
Daily Operations Webinar
Point-of-sale - Walk-ins (0:59)
The Collection Calls screen is used to follow up with tenants with open charges.
Daily Operations Webinar
Collection Calls (1:25)
The following training clips will discuss the Tasks & Letters screen in the SiteLink client.
First Time Setup and Conversion
Daily Operations Webinar
Auction Status (5:13)
Tasks and Letters Overview (2:52)
Invoicing is used daily to contact customers about their subscription charges.
Daily Operations Webinar
Change an invoice format (0:41)
Create a manual invoice (0:52)
Invoicing (1:29)
Learn how to process Credit Cards.
Daily Operations Webinar
Process Credit Cards (1:23)
Learn how to use the ACH (Automatic Bank Draft).
Daily Operations Webinar
Using ACH (5:53)
Auto ACH and Processing ACH (7:10)
Tenant Accounts and Inquiries and Reservations
Track leads, analyze sources of inquiries, and measure conversions rates.
The following training clips explain how use the Gate Access screen.
First Time Setup and Conversion
Daily Operations Webinar
Gate Access (3:10)
The following training clips explain how to complete a daily close.
First Time Setup and Conversion
Daily Operations Webinar
Auto Daily Close (2:46)
Refunds Auto Daily Close (1:03)
Complete a daily close (2:53)
Enter ledger adjustment (2:12)
The Adjustments Screen is used daily at your store, when an amendment needs to be made to an account.
Daily Operations Webinar
Change an anniversary date (0:43)
Transfer a payment (1:00)
The following training clips explain the NSF Screen.
First Time Setup and Conversion
Daily Operations Webinar
Moved-out accounts (1:12)
Record a refund (2:03)
Refunds
First Time Setup and Conversion
Daily Operations Webinar
Refunds Overview (5:03)
Using refunds (1:55)
Refunds reminder (1:29)
Setting up refunds (1:42)
Giving a refund to an existing customer (1:00)
Applying a refund to another unit (0:52)
Applying refunds to existing charges (0:48)
Returns and Inventory Adjustments
First Time Setup and Conversion
Daily Operations Webinar
Inventory adjustments (1:39)
Refunds inventory adjustments (1:49)
Learn about features available in the General Setup.
First Time Setup and Conversion
Daily Operations Webinar
Applying Reservation Fee (1:05)
Batch Tax Rates (0:42)
Choosing Credit Card Processors (1:01)
Creating & Deleting Discount Plans (4:10)
Distribution List (2:33)
Edit Discounts by Source, Unit Type and Percent Occupied (1:58)
Electronic Lease (DocuSign) (5:45)
Employee Security Levels (1:28)
Limiting Credits (1:59)
Sitelink eSign - Overview
Sitelink eSign - How to turn on
Sitelink eSign - Adding Keywords
Sitelink eSign - eSign MoveIn
Sitelink eSign - Signing Options
Sitelink eSign - Reprinting or Creating A New Esign
The following training clips explain how use the Gate Access screen.
First Time Setup and Conversion
Daily Operations Webinar
Gate Access (3:10)
Learn how to use and understand the Tenant Rate Management function.
Revenue Management Webinar
Zip Code Revenue Management (2:51)
Learn how to use the Competitor Tracking function.
Daily Operations Webinar
Competitor Tracking (4:18)
Map Tenants - Google Maps (1:50)
Learn how to use the report functionality
Daily Operations Webinar
Management & Marketing
Exporting reports (0:47)
Map Tenants - Google Maps (1:50)
Using report filters (1:02)
Web Reports (1:46)
Walk Thru Report (2:31)
Learn how to use the Financial Reports.
Financial & Accounting.
Update to Accounts Receivable report (0:32)
Day-by-day accounting export (0:54)
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
New journal accounts for tracking discounts (1:00)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (1:46)
Walk Thru Report (2:31)
Learn how to use the Deposit Reports.
Financial & Accounting.
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (1:46)
Walk Thru Report (2:31)
Learn how to use the Corporate Reports.
Corporate Reports (1:59)
The Calendar is the one place to communicate with one or all of your employees. You can also track all of your call backs and to-do lists.
Daily Operations Webinar
Calendar and Notices Webinar
Creating a reminder (1:31)
Creating a bulletin (through Corporate Control Center) (1:32)
Dismiss a reminder (0:45)
Unread bulletins (track bulletins through Corporate Control Center) (0:45)
The following training clip explains how to use the Prorate Calculator.
Daily Operations Webinar
Prorate Calculator (1:02)
The following training clips explain how to use the map.
First Time Setup and Conversion
Daily Operations Webinar
Map (1:03)
Adding & deleting units (2:41)
Moving units (0:45)
Rotating units (0:29)
Learn how to use the Site Information function.
Corporate Control Center - first-time site setup and converting to SiteLink
Learn to use Program Defaults
Corporate Control Center - first-time site setup and converting to SiteLink
Learn to use Tenant Defaults
Corporate Control Center - first-time site setup and converting to SiteLink
Learn to use sercurity levels
Corporate Control Center - first-time site setup and converting to SiteLink
Learn how to use the Mail Service function and how to send certified letters and first class mail through Web Edition.
Sending Mail
Learn how to Add and Set up Insurance.
Setting up Insurance
Learn how to setup the Web Template and integrate with your website.
Website Template through Corporate Control Center (4:29)
Website Template through Internet Explorer (5:18)
Learn how to use the Modify Units function.
Daily Operations Webinar
Modify Units (0:50)
Learn how to use the Competitors function.
Competitor Tracking (4:18)
Map Tenants - Google Maps (1:50)
Communicate with your sites using the bulletin board.
Calendar and Notices Webinar
Creating a reminder (1:31)
Creating a bulletin (through Corporate Control Center) (1:32)
Dismiss a reminder (0:45)
Unread bulletins (track bulletins through Corporate Control Center) (0:45)
Communicate with your sites using the calendar.
Calendar and Notices Webinar
Creating a reminder (1:31)
Creating a bulletin (through Corporate Control Center) (1:32)
Dismiss a reminder (0:45)
Unread bulletins (track bulletins through Corporate Control Center) (0:45)
Learn how to use and understand the Unit Revenue Management function.
Revenue Management Webinar.
Learn how to use and understand the Tenant Rate Management function.
Revenue Management Webinar
Zip Code Revenue Management (2:51)
Learn how to use and understand the Pending Tenant Rate Change function.
Learn how to use the Security Policies function and set user rights for each individual.
Introduction to the Corporate Control Cente.
Corporate User Account - API (1:50)
Overview of security level requirements for all API functions and reports. (1:53)
Setting and modifying current security levels (0:36)
Learn how to use the Security Policies function and set user rights for each individual.
Introduction to the Corporate Control Center
Corporate User Account - API (1:50)
Overview of security level requirements for all API functions and reports. (1:53)
Setting and modifying current security levels (0:36)
Learn how to use the Daily Ranking function. Compare your sites side-by-side.
Introduction to the Corporate Control Center
Daily Ranking (2:48)
Learn how to use the Corporate Consolidated Reports.
Introduction to the Corporate Control Center
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16))
Using report filters (1:02)
Web Reports (2:23)
Learn how to use the Daily Ranking function. Compare your sites side-by-side.
Introduction to the Corporate Control Center
Daily Ranking (2:48)
Learn how to use the Corporate Deposits Reports.
Introduction to the Corporate Control Center
Corporate Reports (1:59)
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (2:23)
Learn how to use the Corporate Financials Reports. Compare your sites side-by-side.
Introduction to the Corporate Control Center
Corporate Reports (1:59)
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (2:23)
Learn how to use the Management Reports.
Introduction to the Corporate Control Center
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (2:23)
Learn how to use the Account Export.
Financial & Accounting.
Exporting reports (0:47)
Interfacing with accounting software (this example is Quickbooks) (3:09)
Receipts not matching deposits (2:16)
Using report filters (1:02)
Web Reports (2:23)
Learn how to use the Tenant Accounts function
Financial & Accounting.
Learn how to use the Tenant Accounts function.
Introduction to the Corporate Control Center
Track leads, analyze sources of inquiries, and measure conversions rates
We're moving! A new look and feel for SiteLink.com is on its way. Starting in August, you’ll have a different experience when you learn about our award-winning software.
Please update your bookmarks for training resources and accessing your software:
Don’t worry, your SiteLink Web Edition experience won’t change. Nothing about how you operate your business is impacted by this update. This change allows us to Do More for our clients by bringing all of our great products under one Storable roof.
Questions? Please reach out to [email protected] and we’ll be happy to chat.