SiteLink Software Support Training Videos

SiteLink is a very robust self-storage management software and we want you to be able to use every aspect of it. Learn about all the features available via our SiteLink Training Tutorials and Videos.

Web Edition

Corporate Control

The following training clips explain how to use the Reserve screen.

Training Videos

Portable Tasks Overview (1:52)

Reservation (6:59)

Portable Setup (3:43)

Postal Code Management (3:13)

Delivery Setup - price by mileage (1:32)

Delivery Setup - standard delivery charges (0:42)

Delivery Setup - standard delivery charges with tax by zipcode (1:18)

The following training clips explain how to use the Schedule screen.

Training Videos

Portable Tasks Overview (1:52)

Reservation (6:59)

Portable Setup (3:43)

Postal Code Management (3:13)

Delivery Setup - price by mileage (1:32)

Delivery Setup - standard delivery charges (0:42)

Delivery Setup - standard delivery charges with tax by zipcode (1:18)

The following move-in training clips will discuss how to move a client into the SiteLink client. The Move-In Screen is used daily at your store and it is very important to understand each aspect of this screen.

Webinars

Daily Operations Webinar

Training Videos

Portable Tasks Overview (1:52)

Dispatch - Move-In (2:45)

Dispatch - Move-Out (2:02)

Dispatch - Completing a Scheduled Service (1:18)

Portable Setup (3:43)

Postal Code Management (3:13)

Delivery Setup - price by mileage (1:32)

Delivery Setup - standard delivery charges (0:42)

Delivery Setup - standard delivery charges with tax by zipcode (1:18)

Webinars

Daily Operations Webinar

Training Videos

Portable Tasks Overview (1:52)

Portable Setup (3:43)

Postal Code Management (3:13)

Delivery Setup - price by mileage (1:32)

Delivery Setup - standard delivery charges (0:42)

Delivery Setup - standard delivery charges with tax by zipcode (1:18)

Webinars

Daily Operations

Training Videos

Move-in (7:35)

Add discount plan (1:31)

Shortcut Button (1:17)

Add photo to tenant (1:53)

Add marketing information (0:59)

Using ACH (1:52)

The following training clips discuss taking payments in the SiteLink client, which are used daily. With SiteLink Web Edition's Corporate Control Center, you can also accept payments for one or multi store locations.

Webinars

Daily Operations

Training Videos

Add & Delete Charges (1:03)

Add Insurance Policy (1:06) (Not applicable for Portable)

Add or edit vehicle information (0:24) (Not applicable for Portable)

Change of address (0:37)

Change tenant icons (0:25)

Discount a charge (0:46)

Give a credit (0:48)

Prorate Calculator (1:02) (Not applicable for Portable)

Schedule a move-out & disable past due (1:33) (Not applicable for Portable)

Shortcut Button (0:56)

Take a payment (2:19)

Take offline credit card payments (1:24)

Waive late fees (0:45)

The transfer screen is used daily at your store and it is very important to understand each aspect of this screen.

Webinars

Daily Operations

Training Videos

Transfer Unit (0:54)

Transfer Unit (advanced) (2:04)

The following training clip explain how to use the Point-of-sale menu for walk-ins.

Webinars

First Time Setup and Conversion

Daily Operations

Training Videos

Point-of-sale - Walk-ins (0:59)

The Collection Calls screen is used to follow up with tenants with open charges.

Webinars

Daily Operations

Training Videos

Collection Calls (1:25)

The following training clips will discuss the Tasks & Letters screen in the SiteLink client.

Webinars

First Time Setup and Conversion

Daily Operations

Training Videos

Auction Status (5:13)

Tasks and Letters Overview (2:52)

Invoicing is used daily to contact customers about their subscription charges.

Webinars

Daily Operations

Training Videos

Change an invoice format (0:41)

Create a manual invoice (0:52)

Invoicing (1:29)

Learn how to process Credit Cards.

Webinars

Daily Operations

Training Videos

Process Credit Cards (1:23)

Learn how to use the ACH (Automatic Bank Draft).

Webinars

Daily Operations

Training Videos

Using ACH (5:53)

Auto ACH and Processing ACH (7:10)

The following training clips explain how use the Gate Access screen.

Webinars

First Time Setup and Conversion

Daily Operations

Training Videos

Gate Access (3:10)

The following training clips explain how to complete a daily close.

Webinars

First Time Setup and Conversion

Daily Operations

Training Videos

Auto Daily Close (2:46)

Refunds Auto Daily Close (1:03)

Complete a daily close (2:53)

Enter ledger adjustment (2:12)

Webinars

Daily Operations Webinar

Training Videos

Move-in (7:35)

Add discount plan (1:31)

Shortcut Button (1:17)

Add photo to tenant (1:53)

Add marketing information (0:59)

Using ACH (1:52)

Webinars

Daily Operations Webinar

Training Videos

Add & Delete Charges (1:03)

Add Insurance Policy (1:06) (Not applicable for Portable)

Add or edit vehicle information (0:24) (Not applicable for Portable)

Change of address (0:37)

Change tenant icons (0:25)

Discount a charge (0:46)

Give a credit (0:48)

Prorate Calculator (1:02) (Not applicable for Portable)

Schedule a move-out & disable past due (1:33) (Not applicable for Portable)

Shortcut Button (0:56)

Take a payment (2:19)

Take offline credit card payments (1:24)

Waive late fees (0:45)

The transfer screen is used daily at your store and it is very important to understand each aspect of this screen.

Webinars

Daily Operations Webinar

Training Videos

Transfer Unit (0:54)

Transfer Unit (advanced) (2:04)

The following move-out training clips will discuss how to move-out a client in the SiteLink client. The Move-Out Screen is used daily at your store and it is very important to understand each aspect of this screen

Webinars

Daily Operations Webinar

Training Videos

Exit Survey (1:44)

Move-out (1:13) (Not applicable for Portable)

Shortcut Button (0:56)

Undoing a move-out (0:53)

Writing off bad debt (0:33)

The following training clip explain how to use the Point-of-sale menu for walk-ins.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Point-of-sale - Walk-ins (0:59)

The Collection Calls screen is used to follow up with tenants with open charges.

Webinars

Daily Operations Webinar

Training Videos

Collection Calls (1:25)

The following training clips will discuss the Tasks & Letters screen in the SiteLink client.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Auction Status (5:13)

Tasks and Letters Overview (2:52)

Invoicing is used daily to contact customers about their subscription charges.

Webinars

Daily Operations Webinar

Training Videos

Change an invoice format (0:41)

Create a manual invoice (0:52)

Invoicing (1:29)

Learn how to process Credit Cards.

Webinars

Daily Operations Webinar

Training Videos

Process Credit Cards (1:23)

Learn how to use the ACH (Automatic Bank Draft).

Webinars

Daily Operations Webinar

Training Videos

Using ACH (5:53)

Auto ACH and Processing ACH (7:10)

Tenant Accounts and Inquiries and Reservations

Training Videos

Track leads, analyze sources of inquiries, and measure conversions rates.

The following training clips explain how use the Gate Access screen.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Gate Access (3:10)

The following training clips explain how to complete a daily close.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Auto Daily Close (2:46)

Refunds Auto Daily Close (1:03)

Complete a daily close (2:53)

Enter ledger adjustment (2:12)

The Adjustments Screen is used daily at your store, when an amendment needs to be made to an account.

Webinars

Daily Operations Webinar

Training Videos

Change an anniversary date (0:43)

Transfer a payment (1:00)

The following training clips explain the NSF Screen.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Moved-out accounts (1:12)

Record a refund (2:03)

Refunds

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Refunds Overview (5:03)

Using refunds (1:55)

Refunds reminder (1:29)

Setting up refunds (1:42)

Giving a refund to an existing customer (1:00)

Applying a refund to another unit (0:52)

Applying refunds to existing charges (0:48)

Returns and Inventory Adjustments

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Inventory adjustments (1:39)

Refunds inventory adjustments (1:49)

Learn about features available in the General Setup.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Applying Reservation Fee (1:05)

Batch Tax Rates (0:42)

Choosing Credit Card Processors (1:01)

Creating & Deleting Discount Plans (4:10)

Distribution List (2:33)

Edit Discounts by Source, Unit Type and Percent Occupied (1:58)

Electronic Lease (DocuSign) (5:45)

Employee Security Levels (1:28)

Limiting Credits (1:59)

Sitelink eSign - Overview

Sitelink eSign - How to turn on

Sitelink eSign - Adding Keywords

Sitelink eSign - eSign MoveIn

Sitelink eSign - Signing Options

Sitelink eSign - Reprinting or Creating A New Esign

The following training clips explain how use the Gate Access screen.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Gate Access (3:10)

Learn how to use and understand the Tenant Rate Management function.

Webinars

Revenue Management Webinar

Training Videos

Zip Code Revenue Management (2:51)

Learn how to use the Competitor Tracking function.

Webinars

Daily Operations Webinar

Training Videos

Competitor Tracking (4:18)

Map Tenants - Google Maps (1:50)

Learn how to use the report functionality

Webinars

Daily Operations Webinar

Management & Marketing

Training Videos

Exporting reports (0:47)

Map Tenants - Google Maps (1:50)

Using report filters (1:02)

Web Reports (1:46)

Walk Thru Report (2:31)

Learn how to use the Financial Reports.

Webinars

Financial & Accounting.

Training Videos

Update to Accounts Receivable report (0:32)

Day-by-day accounting export (0:54)

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

New journal accounts for tracking discounts (1:00)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (1:46)

Walk Thru Report (2:31)

Learn how to use the Deposit Reports.

Webinars

Financial & Accounting.

Training Videos

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (1:46)

Walk Thru Report (2:31)

Learn how to use the Corporate Reports.

Training Videos

Corporate Reports (1:59)

The Calendar is the one place to communicate with one or all of your employees. You can also track all of your call backs and to-do lists.

Webinars

Daily Operations Webinar

Calendar and Notices Webinar

Training Videos

Creating a reminder (1:31)

Creating a bulletin (through Corporate Control Center) (1:32)

Dismiss a reminder (0:45)

Unread bulletins (track bulletins through Corporate Control Center) (0:45)

The following training clip explains how to use the Prorate Calculator.

Webinars

Daily Operations Webinar

Training Videos

Prorate Calculator (1:02)

The following training clips explain how to use the map.

Webinars

First Time Setup and Conversion

Daily Operations Webinar

Training Videos

Map (1:03)

Adding & deleting units (2:41)

Moving units (0:45)

Rotating units (0:29)

Learn how to use the Site Information function.

Webinars

Corporate Control Center - first-time site setup and converting to SiteLink

Learn to use Program Defaults

Webinars

Corporate Control Center - first-time site setup and converting to SiteLink

Learn to use Tenant Defaults

Webinars

Corporate Control Center - first-time site setup and converting to SiteLink

Learn to use sercurity levels

Webinars

Corporate Control Center - first-time site setup and converting to SiteLink

Learn how to use the Mail Service function and how to send certified letters and first class mail through Web Edition.

Webinars

Sending Mail

Learn how to Add and Set up Insurance.

Webinars

Setting up Insurance

Learn how to setup the Web Template and integrate with your website.

Training Videos

Website Template through Corporate Control Center (4:29)

Website Template through Internet Explorer (5:18)

Learn how to use the Modify Units function.

Webinars

Daily Operations Webinar

Training Videos

Modify Units (0:50)

Learn how to use the Competitors function.

Training Videos

Competitor Tracking (4:18)

Map Tenants - Google Maps (1:50)

Communicate with your sites using the bulletin board.

Webinars

Calendar and Notices Webinar

Training Videos

Creating a reminder (1:31)

Creating a bulletin (through Corporate Control Center) (1:32)

Dismiss a reminder (0:45)

Unread bulletins (track bulletins through Corporate Control Center) (0:45)

Communicate with your sites using the calendar.

Webinars

Calendar and Notices Webinar

Training Videos

Creating a reminder (1:31)

Creating a bulletin (through Corporate Control Center) (1:32)

Dismiss a reminder (0:45)

Unread bulletins (track bulletins through Corporate Control Center) (0:45)

Learn how to use and understand the Unit Revenue Management function.

Training Videos

Revenue Management Webinar.

Learn how to use and understand the Tenant Rate Management function.

Webinars

Revenue Management Webinar

Training Videos

Zip Code Revenue Management (2:51)

Learn how to use and understand the Pending Tenant Rate Change function.

Webinars

Revenue Management Webinar

Training Videos

Pending Rate Increases (3:38)

Learn how to modify rent

Webinars

Daily Operations Webinar

Training Videos

Selection Wizard button (Edit Tenant Settings) (1:16)

Selection Wizard button (Edit Rent Settings) (1:07)

Learn how to use the Security Policies function and set user rights for each individual.

Webinars

Introduction to the Corporate Control Cente.

Training Videos

Corporate User Account - API (1:50)

Overview of security level requirements for all API functions and reports. (1:53)

Setting and modifying current security levels (0:36)

Learn how to use the Security Policies function and set user rights for each individual.

Webinars

Introduction to the Corporate Control Center

Training Videos

Corporate User Account - API (1:50)

Overview of security level requirements for all API functions and reports. (1:53)

Setting and modifying current security levels (0:36)

Learn how to use the Daily Ranking function. Compare your sites side-by-side.

Webinars

Introduction to the Corporate Control Center

Training Videos

Daily Ranking (2:48)

Learn how to use the Corporate Consolidated Reports.

Webinars

Introduction to the Corporate Control Center

Training Videos

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16))

Using report filters (1:02)

Web Reports (2:23)

Learn how to use the Daily Ranking function. Compare your sites side-by-side.

Webinars

Introduction to the Corporate Control Center

Training Videos

Daily Ranking (2:48)

Learn how to use the Corporate Deposits Reports.

Webinars

Introduction to the Corporate Control Center

Training Videos

Corporate Reports (1:59)

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (2:23)

Learn how to use the Corporate Financials Reports. Compare your sites side-by-side.

Webinars

Introduction to the Corporate Control Center

Training Videos

Corporate Reports (1:59)

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (2:23)

Learn how to use the Management Reports.

Webinars

Introduction to the Corporate Control Center

Training Videos

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (2:23)

Learn how to use the Account Export.

Webinars

Financial & Accounting.

Training Videos

Exporting reports (0:47)

Interfacing with accounting software (this example is Quickbooks) (3:09)

Receipts not matching deposits (2:16)

Using report filters (1:02)

Web Reports (2:23)

Learn how to use the Tenant Accounts function

Webinars

Financial & Accounting.

Learn how to use the Tenant Accounts function.

Webinars

Introduction to the Corporate Control Center

Track leads, analyze sources of inquiries, and measure conversions rates

SiteLink Software Support Training Videos

SiteLink is moving to Storable.com!

Subscribe To The Monthly SiteLink eNewsletter