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.

Overview

Use this guide to create a public registration page for new customers.

When you finish, a prospect can open your registration page, enter their contact details, add vehicle information, and send the request to your team.

Use this when you want to collect storage requests without asking people to email forms, call your office, or send information in several separate messages.

Before you start

• Decide what information you need from every new customer.
• Decide if customers should add vehicle information during registration.
• Decide if documents, payment, or extra contacts should be collected now or later.
• Confirm your team is ready to review new requests after they arrive.

Step 1: Open Website & signup settings

Go to Settings > Website & signup.

The page title is Website & signup.

Step 2: Find Registration form cards

Scroll to Registration form cards.

Each card is one part of the registration form. Customers complete the cards in the order shown.

Common cards include:

• Customer info for name, email, phone, and address.
• Vehicle info for make, model, year, VIN, license plate, and similar details.
• Dropoff details if you want customers to request a preferred arrival time.
• Payment if you want to collect payment details during signup.
• Additional contacts if a customer may have a spouse, assistant, or company contact.
• Documents if you need insurance, registration, ID, or other files.
• Custom fields for questions that are specific to your facility.

Expected result

You understand which parts of the registration form are available before you turn them on or off.

Step 3: Turn on only the cards you need

Use the switch on the right side of each card to turn that card on or off.

Keep the first version simple. If a question is not needed before your team speaks with the customer, leave it off for now.

Step 4: Put the cards in the right order

Drag cards into the order customers should complete them.

A simple order is:

1. Customer info

   Ask who the customer is and how your team should contact them.

2. Vehicle info

   Ask which vehicle they want to store or service.

3. Dropoff details or custom questions

   Ask timing or special handling questions only if they help your team respond.

4. Documents or payment

   Ask for documents or payment only when your facility truly needs them before approval.

Expected result

The form feels natural to a new customer. It starts with easy information and asks for more detailed information later.

Step 5: Configure any card that has extra settings

Some cards have a Configure button.

Click Configure to review the card details. For example, vehicle information may let you choose which vehicle fields appear. A document card may let you choose which document types are requested.

After changing a card, save your changes and return to the list.

Step 6: Copy and test your registration link

In Public facility page, copy the registration link. It usually ends with /registration.

Open the link in a private browser window and submit a test request using a name such as Test Registration.

Expected result

The form submits successfully and your team can find the test record in Contacts. Follow Review and approve registration requests for the staff review steps.

Step 7: Review signup and payment rules

On Settings > Website & signup, scroll to New customer signup & payment.

Decide what should happen when someone registers.

• Allow free signup if your team reviews requests before charging customers.
• Require a card only if you are ready to collect payment details during signup.
• Require a plan or payment only if payment processing is already set up and tested.

Step 8: Review the new request as staff

After the test is submitted, return to the staff dashboard and check where your team reviews new customer information.

Start with Contacts. If your team uses onboarding review steps, check that area too.

Use Review and approve registration requests for the full staff review process.

Expected result

Your team can find the new registration and decide what to do next.

What success looks like

• The registration page opens from a public link.
• The form asks only for information your team needs at the start.
• Payment is required only if your payment setup is ready.
• Your staff can find and review submitted information.
• You have tested the full customer path before sharing the link.

Troubleshooting

What to do next

After registration works, practice the staff review flow with Review and approve registration requests. Then follow Configure the facility landing page so prospects can learn about your facility before they start the form.