Some businesses want the ability to review orders and invocies before proceeding with them but want customers booking online to be able to go through fully automated bookings & move-ins. A new setting or option to allow having automation steps work differnetly for orders created in the Management Portal vs Customer Portal would address this.

**Deposit** If a user is transferred and the deposit of the new unit is higher, charge them. If the deposit of the new unit is lower, convert the balance into a prepayment. **Rent** If rental rate changes a result of a transfer, the pro-rated difference should be accounted for in the transfer of the unit. Any paid rent from the preivous unit should also be taken into account. **Charges** If there are discounts associated with the rental amount previously, adjust the discounts accordingly to the new rate. **Unit access** During the transfer process, there would be a period of x days (1~2 days) that the customer should continue to have access to both units in order to complete the physical move from unit A to unit B.

Operators regularly ask if they can look up what emails were sent to a user and what they contained. Ideally, this would be added to the history. A simple version might only mention what type of email was sent, an improved one would also contain the body specific to that email.

If a customer email fails and we receive an automatic notification we can reach out over the phone or any other contact information to ensure they receive our communications. If the email address changed or is misspelled or any other reason, he/she may be missing regular notifications on business operations, changes in price, overdue payments but also regulatory notifications when they are in default.

For internal control purposes it is highly recommended to define roles in the system. As is right now, either an admin or a manager could process a refund, change unit price, process charges and adjust charge amounts. Monetary transactions should be limited to trusted and selected employees. This feature will allow to continue using the sytem for future growth and either hire employees or outsource agents on behalf of the company to manage customer service.

It would be useful to be able to add team members by site and not by account. In order to authorise somebody to admin a site but without having access to other sites. For example if you want to have an employee dedicated to one site. Also make admin email notifications separated by site.

Currently emails are sent only to the account owner. Add ability to add list of emails to cc in all communications sent to a customer.

By creating specific promo codes (per unit type ideally) and using them in digital ad campaigns or in QR codes we can better measure success around what works and what doesnt. to then rinse and repeat From the URL, if clicked the promo code box should prefill allowing for a more streamlined process for the customer and showing them what they would pay today rather than relying on them to copy and paste the promo code from the website, or ad etc. The checkout process needs to be a frictionless as possible - less clicks and less reliance on the customer to enter in certain info in order to get the discount to then calculate cost soemthing similar to this https://checkoutpage.co/help/articles/prefill-coupons-on-a-checkout

The dynamic pricing that applies to the customer portal should also reflect in the mangement portal UI when an admin is processing a reservation/move-in. This will ensure that an operator is applying (or is at least aware of) the current customer-facing price as determined by their occupancy percentages. For example: * An operator begins the 'Schedule move-in' process * The 'Schedule move-in' window has the following selections for `Price`: * The current dynamic price for this unit type * The base price for this unit type * The current individual unit price * The ability to enter a manual price

"Add a payment" is useful, but less so, if a tenant has two or more units rented. Support the feature on user-level where it would go through all invoices for that user, and then assign a potential prepayment to any of the rentals (or ask the user, where they'd want to assign the prepayment to).

We are paying the subscription to Wurd, but there is not much flexibility to add content, add a line space between paragrpahs, and change fonts and font size. It would be really good to have something where we could add a text block or a heading block at least so we can add information. This would be particular;y useful with the introduction of the "Unit Type Groups" as it would be useful to be able to give the customer some context as to what those sizes mean.

You should be able to add a product from the Products section of a Site to any invoice. Currently they can only be added during a move-in order. If you create a manual invoice for a customer/rental you should be able to add products to the invoice from the Products list (i.e., if a customer just wants to buy a box/tape/etc.)

- Recurring charges added to invoices (move-in and monthly invoices) should show the corresponding end date, similar to how it works for Rent line items (currently only shows the invoice date as the start date but no end date is shown) - On move-in invoices for businesses using fixed date of month billing, one-off charges should use the move-in date as the start date for the line item (currently the start date of the next rental period is shown instead)

Create 2 new customer emails related to a move-out job: - Move out job created - Move out job completed

When changing the status of an invoice, there are scenarios where the invoice or receipt should not be sent to customers (e.g. minor edits made to invoices). In these scenarios, the wouldn't be a need to send the customer the receipt or resent the invoice by email.

Add additional features in list views: - Expanded ability to filter data - Ability to sort data by different data points - Include summaries such as number of returned rows and totals in the case of invoice lists - Ability to save pre-set preferences so that specific report exports can be set for a business with pre-set filters applied and data points selected for the export

In the customer portal, for unit types that don't have an available unit, add options to * hide the unit type * list the unit type at the end (so the first page isn't full of types you can't book anyway)

Storeganise is in the process of a really exciting redesign of the Management Portal that users will be experiencing in stages over the next couple of releases. These updates optimise the already awesome user interface of Storeganise even further to make tasks and managing operations even more seamless and intuitive. Another great benefit will come for multi-site operators as the new design will make viewing and managing all your data across all sites in a clearer way. Stay tuned!

In fixed date billing mode, tenants that move in during a month pay rent for the remainder of the current month (month 0) plus for the next month (month 1), e.g., a tenant that moves in on Dec 22 pays for Dec 22 - 31 + Jan 1 - 31. Operators welcome charging the month 1 when tenants book at the end of a month. But when tenants book at the beginning of a month, they often find that only month 0 should be charged. Introduce a cut-off date that allows operators to set the day of the month after which month 1's rent is included in the first invoice, e.g., if the cut-off-date is set to 15 and the tenant books on the 13th, they will only pay month 0, but if a tenant books on the 17th, they would pay month 1, too.

For companies where Invoice generation mode = Date of Month, recurring charges are not currently added in the initial pro-rated first month period (unless the move-in date matches with the Invoice period start date). This feature would add a setting in each recurring product type to determine whether the charge should be included in the first month pro-rated period as a pro-rated charge or excluded (and only charged from the first full month onwards). This needs to operate within the context of unit type charges too.

When a customer is booking a unit, they can select a unit type. They should be able to select a specific available unit from the sitemap as part of the order flow.

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Add a button to the sitemap that, when clicked, returns the sitemap to the center position on the screen. This allows for better use and functionality of the sitemap when editing.