What you will accomplish

Your team will test every customer-facing link in a safe order, fix problems before launch, and know where each submission appears in the staff dashboard.

Overview

Use this checklist before you put Car Storage Software links on your website, in emails, on social media, or in printed materials.

When you finish, your team will know the public pages open correctly, the words make sense to customers, and every button sends people to the right next step.

This guide is helpful when you are about to launch a new facility page, registration form, marketplace, customer login link, vendor invoice portal, or custom domain.

Before you start

• Your team has access to Settings > Website & signup.
• Your public facility page is turned on only if you are ready to test it.
• You have one test customer email address your team can recognize.
• If you sell items online, payment processing is set up and tested.
• If you use a custom domain, the person who manages your domain can help with DNS if needed.

Step 1: Confirm the main public page

Open Settings > Website & signup.

Scroll to Public facility page.

Check:

• The public page is turned on.
• The facility page address is short and easy to recognize.
• The facility name, description, and services are correct.
• The buttons you want customers to see are turned on.

Then open the public page link.

Expected result

The public page opens without a staff login and clearly explains what your facility offers.

Step 2: Test new customer registration

If prospects should request storage online, open your public registration link.

The link usually looks like:

/facility/your-facility-name/registration

Submit a test request using a clear test name, such as Test Registration.

Check:

• The form asks for the right information.
• The required fields make sense.
• The confirmation message is clear.
• Your staff can find the new request in Contacts.

If you need help with the staff review step, use Review and approve registration requests.

Step 3: Test customer login links

If existing customers need to sign in from your website, copy the login link from Settings > Website & signup.

Open the link in a private browser window or a different browser.

Check:

• The sign-in page uses the correct facility name.
• The customer knows they should enter their email address.
• The link does not send customers to the staff dashboard.

For more detail, follow Share customer login links.

Step 4: Test marketplace pages and checkout

If you use marketplace listings, open the public marketplace page and review it like a customer.

Check:

• Only items you want to share are visible.
• Names, descriptions, prices, and photos are correct.
• Buttons such as View details, Add to cart, or Checkout lead to the right place.
• Your team knows where new purchases or requests will appear.

If customers can pay online, follow Test marketplace checkout before sharing the link.

Step 5: Test the vendor invoice portal

If vendors should send invoices through a public link, open:

/facility/your-facility-name/invoices

Check:

• The form asks for vendor name, email, invoice number, amount, and invoice file.
• The instructions are clear enough for a vendor who does not use your staff dashboard.
• Your team knows to review submissions in Payments > Invoices.

For full setup steps, use Set up the vendor invoice portal.

Step 6: Test links from your own website

If you added a button, menu item, or embed to your existing website, open the public website like a customer would.

Check:

• The button or widget is easy to find.
• The words tell the visitor what will happen next.
• The link opens the correct facility page, registration page, marketplace, or login page.
• The page works on a phone-sized screen.

If you have not added a link yet, follow Add a website embed.

Step 7: Confirm the custom domain, if you use one

If customers should use your own domain, open the custom domain in a browser.

Check:

• The page opens without an error.
• The address bar shows your domain.
• Registration, marketplace, vendor invoice, and login links still work.

If the domain is not ready, follow Connect a custom domain.

What success looks like

• Your public links open without a staff login.
• Customers can understand what to do without calling your team for basic instructions.
• Test registration, checkout, and vendor invoice paths have been reviewed by staff.
• Your website, emails, and printed instructions use the same final links.
• Your team knows where each submitted request appears in the staff dashboard.

Common mistakes to avoid

What to do next

After every item passes, add the final links to your website, email templates, customer instructions, and staff call scripts.