How do I create a discount plan?

1. Navigate to Setup in SiteLink Web Edition.

2. Click Discount Plans.

3. Click Add on the right.

Fill out each section:

1. Plan Name

• This is how the discount will be displayed in SiteLink when you select a discount plan. If you show discount plans on your website, this name will be displayed to customers as well.

• The Default Plan Name will be automatically filled in when viewing a discount plan that came with SiteLink by Storable (Ex: $10 Coupon). Otherwise, this field is not editable.

2. Charge Category

• You can select which type of charge to apply the discount to, such as rent, admin fee, etc. The list you can choose from contains the charges that you have set up in Setup > Charges.

• The Quantity option lets you specify the number of items to apply the discount to. For example, for a promotion such as "10% off promotion on 10 boxes", you would enter 10 in the quantity field.

3. Type

The Type option lets you choose how the discount is applied. There are two different options:

• Prepayment – You can require the customer to pay in full for the discount to apply. This is mainly used for discounts such as "pay 12 months, get 1 free."

• General – You can use this option to apply the discount without requiring upfront prepayment. For example, discounts such as "50% off the First Month", "$1 Move-in special", or "20% off 3 months" would start in month one. The 2nd month free would start in month 2.

4. Expiration

Expiration lets you set how long the discount lasts. There are two different options:

• Never Expire – The discount sets the tenant’s rate to a discounted amount based on the discount amount. For example: 10% off for military or senior citizens.

• Apply Discount to this many months – This is used in plans that specify the number of months the discount will apply to. An example would be "Pay 12 months, Get 1 Free." You would select 1 month, as it is the only month getting 100% off. You would set the prepayment option (explained in #3) to 6, since 6 months must be paid before the free month is applied.

5. Discount Availability

This limits the selection of where the discount is available. There are a number of options:

• Everywhere

• Call Center & Corporate Control only

• Client and myHub

• Kiosk Only

• Storable Marketplace only

• Website only

Selecting Everywhere is recommended, as it makes the discount available wherever your customer signs up. However, for example, you may want to create an online special available only on your website.

6. Amount

This section lets you specify the amount of your discount and how it will be calculated.

• Fixed Amount – This allows you to take off a flat dollar amount from the price. This would be used in a discount such as "$50 off your First Month", a $25 off coupon, or "$25 off for a referral".

• Percentage Off – This lets you easily deduct a percentage of the rent. For example, in a 30% permanent discount. If you want to offer a free month, enter 100%.

• Maximum Amount Off – This can be used to limit the amount the Percentage option will take off. You could cap this at a certain amount, such as $200, so that a person with $500 rent would only get $200 off at a 50% discount.

• Round – Select this checkbox to round the discount amount when Percentage Off is selected (see #7 for more information).

• Fixed Rate – Allows you to specify an exact rent amount for the specified months. This option is used for discounts like "$1 Move-In" or for Free Months by entering 0 as the rate.

7. Rounding

If the Round option was selected in the Percentage Off option in #6, you can choose how the discount amount will be rounded (nearest $.10, $5.00, etc). For example, if you are offering a "13% discount on the first month’s rent" on a unit that costs $75, the discount amount would be $9.75. You may choose to round the discount to the nearest $1.00 so that the discount would be an even $10.

8. Use For

This option restricts where the discount plan can be applied within SiteLink. There are 3 options:

• Move-Ins Only – The discount plan is available only when performing a move-in.

• Payments Only – The discount plan can be applied once the tenant has moved in, and you are taking a payment from the Payments screen.

• All Screens – Allows the discount plan to be applied at any time.

9. Activation

This option lets you choose whether the discount plan is available only during a specific time period. To activate the discount plan, check the box labeled “Currently in use”.

The start and end dates let you choose a period during which the discount plan is available. For example, if you want to create a “Summertime Special”, you may set a start date of June 1st and an end date of August 31st. The discount will not be available outside of that time period.

10. Rent Plan Occupancy Restrictions

This option lets you disable the discount plan for units with occupancy above a certain threshold and/or a certain number of units.

For example, if you enter 90% in the field labeled “Disable plan if occupancy exceeds”, the discount would no longer be available if the unit group is over 90% full. If you enter a number in the “Restrict to Unit Types/Sizes with more than” field, the discount plan would only be available to unit groups with more than that number of units(total units). You can further restrict the specific units the discount applies to in the next step.

Entering “0” in each box will disable this feature.

11. Rent Plan Unit Type and Size Restrictions

You can specify unit types and sizes for the discount to apply to. Check the box in this section and then click Select. Check the boxes for the unit groups for which you want the discount to be available. All other units will be excluded from the discount. If no selection is made, the discount will be available for all unit groups.

12. Description

Adding a description to the plan will help call center operators understand what it covers. You can put any information you want in here to make it clear what the discount plan offers.

Click Ok when you are done.