What you will accomplish

Prospects will complete one registration form on your public page. Your team will receive their details in Contacts so you can review the request before inviting them to the portal.

When to use this guide

Use this guide when you want new customers to request storage online instead of emailing forms or calling your office.

When you finish:

• The public registration link works from your website or facility page.
• The form asks only for information your team needs at first contact.
• Your team knows where submitted requests appear.

Before you start

• Decide what information you need from every new customer (contact info, vehicle details, documents, payment).
• Confirm your team is ready to review new requests in Contacts.
• Turn on your public pages in Settings > Website & customer app under Public website.
• If you will collect payment during signup, finish Connect payment processing first.

Step 1: Turn on the online registration form

1. Open Customer onboarding

   Go to Settings > Customer onboarding.

   Expected result: The page title is Customer onboarding.

2. Open Online registration form

   Find the Online registration form section and click the heading if it is collapsed.

   Expected result: You see a switch labeled Online registration form and a list of Form Cards below it.

3. Turn the form on

   Turn the Online registration form switch on.

   Why this matters: When this switch is off, your public registration link will not accept new submissions—even if the link still opens.

Step 2: Choose which form cards to show

Each Form Card is one section of the registration form.

Common cards include:

• Your Information — name, email, phone, and address.
• Make, model, year, and color—or use I have my VIN on the public form for a faster vehicle lookup
• Drop-off Details — preferred arrival date and notes.
• Payment — only if your team is ready to collect payment during signup.
• Additional contacts — spouse, assistant, or company contact.
• Documents — insurance, registration, or ID uploads (files appear under Documents & Contracts on the customer record).
• Custom Questions — extra fields your team configured.

1. Turn on only the cards you need

   Use the switch on the right side of each card.

   Keep the first version short. You can collect extra details after your team speaks with the customer.

2. Drag cards into a friendly order

   Drag the handle on the left to reorder cards.

   A simple order: Your Information → Vehicle Information → optional cards such as Drop-off Details or Documents.

3. Configure a card when you see Configure

   Some cards have a Configure button (for example Vehicle Information).

   Click Configure to choose which fields appear, then save.

Expected result

The form feels natural: easy questions first, detailed questions later.

Step 3: Turn on registration on your public page

Registration has two switches. Both must be on before the public link works.

1. Open Website & customer app

   Go to Settings > Website & customer app.

   Expected result: You see Shareable links near the top and Public website farther down the page.

2. Confirm Public Facility Pages is on

   Under Public website, turn on Public Facility Pages if it is not already on.

   Why this matters: Prospects need a public address for your facility before any registration link will open.

3. Turn on Registration form in Page editor

   Scroll to Page editor. Turn on the Registration form section (or Storage inquiry if you prefer a button that leads to registration).

   Why this matters: The Registration card in Shareable links appears only when registration is enabled here.

Expected result

Registration appears as a card in Shareable links at the top of the same settings page.

Step 4: Copy your registration link for testing

1. Open Website & customer app

   Go to Settings > Website & customer app.

2. Find Shareable links

   Near the top, find the Shareable links section.

3. Copy Registration

   On the Registration card, click Copy.

   The link usually ends with /registration.

   Expected result: You copied the full link—not just part of the address.

Step 5: Test the registration form

1. Open a private browser window

   Use a private or incognito window so you are not signed in as staff.

   Why this matters: If you stay signed in as staff, you may see the dashboard instead of the public form your prospects will see.

2. Paste the registration link

   Open the link you copied from Shareable links.

   Expected result: You see your facility name and a registration form—not the staff dashboard.

3. Fill in a test request

   Use a clear test name such as Test Registration and an email your team will recognize.

   Complete every required field. Do not click Submit Registration yet—first confirm every section looks correct.

1. Click Submit Registration

   Click Submit Registration at the bottom of the form.

   Expected result: A confirmation message appears. If nothing happens, check that Online registration form is on in Customer onboarding.

2. Find the test in Contacts

   Sign in to the staff dashboard and open Contacts.

   Search for your test name or email.

   Expected result: The new record appears so your team can practice review steps in Review and approve registration requests.

Step 6: Review payment rules (optional)

If your form includes a Payment card, confirm your billing setup is ready.

• Payment processing is connected in Settings > Billing.
• Your team can explain what the customer is paying for if payment is required during signup.
• You tested a safe payment path using your facility’s approved test process.

What success looks like

• Online registration form is turned on in Customer onboarding.
• Form cards match the information your team needs at first contact.
• The registration link opens from Shareable links and works in a private browser window.
• A test submission appears in Contacts.
• Your team tested the full path before sharing the link publicly.

Troubleshooting

What to do next

After registration works, follow Review and approve registration requests with your team. Then add the link to your public facility page or website using Add a website embed.