Skip to main content

​
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.

​
When to use this guide

Use this guide when you want new customers to request storage online instead of emailing forms or calling your office. When you finish:
  • The public registration link works from your website or facility page.
  • The form asks only for information your team needs at first contact.
  • Your team knows where submitted requests appear.
Public customer registration form showing customer information fields and a continue button
The public registration page gives new customers one clear place to start. Preview it in a private browser window before you share the link.

​
Before you start

  • Decide what information you need from every new customer (contact info, vehicle details, documents, payment).
  • Confirm your team is ready to review new requests in Contacts.
  • Turn on your public pages in Settings > Website & customer app under Public website.
  • If you will collect payment during signup, finish Connect payment processing first.
Registration setup lives in two placesUse Settings > Customer onboarding to choose which questions appear on the form.Use Settings > Website & customer app to turn on Registration form in the Page editor and to copy the public registration URL from Shareable links.Both places control whether registration works—the Online registration form switch and the Registration form page section must be on for submissions to succeed.

​
Step 1: Turn on the online registration form

1

Open Customer onboarding

Go to Settings > Customer onboarding.Expected result: The page title is Customer onboarding.
2

Open Online registration form

Find the Online registration form section and click the heading if it is collapsed.Expected result: You see a switch labeled Online registration form and a list of Form Cards below it.
3

Turn the form on

Turn the Online registration form switch on.Why this matters: When this switch is off, your public registration link will not accept new submissions—even if the link still opens.
4

Choose what happens on complete

Open the On complete section and pick one of the two cards.Use Email and start onboarding when you want them to get a welcome email and finish onboarding right away.Use Save as a lead when you want the request in Contacts first, then follow up and send a welcome invite yourself.Your team is notified either way.Expected result: The selected card stays highlighted. New submissions follow that rule until you change it.
Customer onboarding settings showing Online registration form enabled and Form Cards list
Form Cards control what prospects see on the public registration page. Turn cards on or off and drag to reorder.

​
Step 2: Choose which form cards to show

Each Form Card is one section of the registration form. Common cards include:
  • Your Information — name, email, phone, and address. The card’s Address required switch decides whether customers must enter a full address (on by default).
  • Make, model, year, and color—or use I have my VIN on the public form for a faster vehicle lookup
  • Drop-off Details — preferred arrival date and notes.
  • Payment — only if your team is ready to collect payment during signup.
  • Additional contacts — spouse, assistant, or company contact.
  • Documents — insurance, registration, or ID uploads (files appear under Documents & Contracts on the customer record).
  • Custom Questions — extra fields your team configured.
Contracts during registrationIf customers must sign an agreement (not just upload a file), that is usually handled through Contracts and customer onboarding—not the Documents card alone. See Attach contracts to customer workflows when signing is required before portal access.
1

Turn on only the cards you need

Use the switch on the right side of each card.Keep the first version short. You can collect extra details after your team speaks with the customer.
2

Drag cards into a friendly order

Drag the handle on the left to reorder cards.A simple order: Your Information → Vehicle Information → optional cards such as Drop-off Details or Documents.
3

Configure a card when you see Configure

Some cards have a Configure button (for example Vehicle Information).Click Configure to choose which fields appear, then save.
Keep the first form shortA shorter form is easier to finish on a phone. Add payment or document uploads only when your facility truly needs them before approval.

​
Expected result

The form feels natural: easy questions first, detailed questions later.

​
Step 3: Turn on registration on your public page

Registration has two switches. Both must be on before the public link works.
1

Open Website & customer app

Go to Settings > Website & customer app.Expected result: You see Shareable links near the top and Public website farther down the page.
2

Confirm Public Facility Pages is on

Under Public website, turn on Public Facility Pages if it is not already on.Why this matters: Prospects need a public address for your facility before any registration link will open.
3

Turn on Registration form in Page editor

Scroll to Page editor. Turn on the Registration form section (or Storage inquiry if you prefer a button that leads to registration).Why this matters: The Registration card in Shareable links appears only when registration is enabled here.
Page editor on Website settings showing Registration form section turned on among other public page sections
In Page editor, turn on Registration form. You can also turn on Storage inquiry if you want a button on your main page that leads to registration.

​
Expected result

Registration appears as a card in Shareable links at the top of the same settings page.
1

Open Website & customer app

Go to Settings > Website & customer app.
2

Find Shareable links

Near the top, find the Shareable links section.
3

Copy Registration

On the Registration card, click Copy.The link usually ends with /registration.Expected result: You copied the full link—not just part of the address.
Shareable links section on Website and customer app settings showing Customer login, Main page, Registration, and Vendor invoices cards
After registration is turned on, copy the Registration link from Shareable links and share it on your website or in emails.

​
Step 5: Test the registration form

1

Open a private browser window

Use a private or incognito window so you are not signed in as staff.Why this matters: If you stay signed in as staff, you may see the dashboard instead of the public form your prospects will see.
2

Paste the registration link

Open the link you copied from Shareable links.Expected result: You see your facility name and a registration form—not the staff dashboard.
3

Fill in a test request

Use a clear test name such as Test Registration and an email your team will recognize.Complete every required field. Do not click Submit Registration yet—first confirm every section looks correct.
Public registration form partially filled with test customer name, email, and phone before submit
Fill in a test request with a name like Test Registration before you click submit. This is what prospects will see on their phone or computer.
1

Click Submit Registration

Click Submit Registration at the bottom of the form.Expected result: A confirmation message appears. If nothing happens, check that Online registration form is on in Customer onboarding.
2

Find the test in Contacts

Sign in to the staff dashboard and open Contacts.Search for your test name or email.Expected result: The new record appears so your team can practice review steps in Review and approve registration requests.
Registration form confirmation screen shown to a prospect after they submit a storage request
After a prospect clicks submit, they should see a confirmation message. If they do not, the request may not have reached Contacts.

​
Step 6: Review payment rules (optional)

If your form includes a Payment card, confirm your billing setup is ready.
  • Payment processing is connected in Settings > Billing.
  • Your team can explain what the customer is paying for if payment is required during signup.
  • You tested a safe payment path using your facility’s approved test process.
Payment during signup affects trustDo not require payment on the registration form until your team is ready to answer customer questions about charges and next steps.

​
What success looks like

  • Online registration form is turned on in Customer onboarding.
  • On complete is set to Email and start onboarding or Save as a lead, depending on whether you want instant portal access.
  • Form cards match the information your team needs at first contact.
  • The registration link opens from Shareable links and works in a private browser window.
  • A test submission appears in Contacts.
  • Your team tested the full path before sharing the link publicly.

​
Troubleshooting

The registration page says not foundOpen Settings > Website & customer app. Under Public website, confirm Public Facility Pages is on and your Facility slug is saved. Turn on Registration form in the Page editor.
I do not see Form CardsOpen Settings > Customer onboarding and expand Online registration form. Form cards appear inside that section—not on the Website & customer app page.
Customers say the form is too longTurn off non-essential cards. Keep Your Information and Vehicle Information, then collect documents or payment after your team reviews the request.
Payment during signup failsReview Settings > Billing and Connect payment processing. Signup payment cannot work until processing is ready.

​
What to do next

After registration works, follow Review and approve registration requests with your team. Then add the link to your public facility page or website using Add a website embed.