Reservations

Reservations

Reservations can be added in the office or come from our online web portal.
The reservations menu can be accessed from the quick navigation buttons or from the "Customers > Leads" menu
Any reservation that is past the desired move in date will be in bold red text.
                    

Add Reservation

  1. Open the reservations menu
  2. Click On Add Reservation at the bottom
  3. Fill in needed info.
  4. If there is a reservation deposit, you can enter it in "Amount Paid: area. *See the below section on taking the payments
                        
  5. Make sure to set the desired Move in Date
                        
  6. The Expire Date will auto-deny the reservation after the date entered.
                        
  7. Choose if they will be getting a specific unit, or a unit type (with the unit selected at move in)
                        
    1.       Specific Unit: Type to search or click the button to find one
    2.       Unit Type: Select the billing plan from the dropdown

  8. You have the chance to edit the billing plan for the unit. Give them a different price / add a discount / add insurance / etc.
                        

  9. Save when you are complete

Approve / Deny Reservations

  1. Open the reservations menu
  2. Highlight a reservation
  3. Click "Edit Reservation"

  5. Click on "Approve" or "Deny" at the bottom
    1. If you Approve, then the standard "New Move In" screen will come up with all of the info you already collected. You have a chance to make any needed changes before completing the move in as normal
    2. If you "Deny" then a popup will come up and ask you to enter a reason, then click "Deny" a second time to confirm.




Taking a Reservation Deposit

DomicoCloud does not accept reservation deposits in the traditional sense. The deposit (which will be applied to the move-in charges) must be charged through the Retail Customer account. Once that is done, the reservation itself is updated with the payment amount.

Open Retail Customer account and create “deposit”:
1. From the home screen, click Edit Customer.
2. Search for the name “Retail”:

Each facility has a Retail Customer account that is used to track non-customer retail sales.

3. Open the account and go to Acct Activity: 

This account also tracks non-customer retail sales, so you may see a lot more transactions.

4. Click Create Charge…

a. For SKU, select “Reservation Deposit”
      i. If you do not see this option, please contact Domico Support to add it.
b. Unit Price: set the amount to charge
c. Quantity: leave as 1
d. Description: We suggest including the customer’s name and reserved unit for reference.
     Click Save when done.
5. Click Enter Payment and collect:

In the Payment Description, we suggest including the customer’s name and unit for reference.

You have now charged the reservation deposit. Continue to the next page for more steps.

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