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Customize Your SiteLink Experience

Hosted by James Renouf - SiteLink Customer Support / Corporate Trainer on June 14, 2017

Customize Your SiteLink Experience

Edit the Program Defaults and Security Levels within SiteLink Web Edition for greater business efficiency. Adjusting Program Defaults is a great way to implement a consistent business approach. Fine tune how your employees use the program based on your business rules.

We will walk through every menu item and option available on the Program Defaults screen. Learn what is available and how to use it. In addition, learn about using and customizing security levels in SiteLink.

Auto Daily Closes

Learn the benefits of auto closing for reconciliation purposes, reduce the differences between deposit and receipt totals

Credit Restrictions

Automatically limit the total credit that a customer can receive

Move-In and Move-Out Customization

Disabling future and past move-ins and move-outs for consistency in reporting

Related Support Webinars

Check out other SiteLink Support Webinars related to Customize Your SiteLink Experience.

SiteLink TOTAL Accounting: Management Summary Report

Hosted by James Renouf on April 29, 2015
SiteLink TOTAL Accounting not only pairs up with your accounting system but also delivers reports for single and multi-storage operators alike, including consolidated, trending and historical documents.

Kick Off 2016 With Reservations, Rentals & CRM

Hosted by James Renouf on February 10, 2016
Two of the most powerful screens in SiteLink are the Inquiries & Reservations and CRM screens. Learn how to convert more leads into Rentals with automated follow-up for inquiries, reservations, and enhance current tenant communication. Let the SiteLink program help streamline your inquiry and CRM process.

SiteLink Merchant Services

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Stay up-to-date with latest SiteLink News, Webinars, Blog posts,
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