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Managing Unit Availability

Each unit has a status that controls customer visibility and booking ability:

Etienne Champagne avatar
Written by Etienne Champagne
Updated over 6 months ago

Managing Unit Availability

Understanding Unit Status

Each unit has a status that controls customer visibility and booking ability:

Status Types

Available

  • Shows on customer storefront

  • Can be booked online

  • Appears in available unit count

Occupied 🔐

  • Currently rented to a customer

  • Not visible for new bookings

  • Automatically set when rented

Reserved

  • Held for specific customer

  • Not available for general booking

  • Temporary status before move-in

Maintenance 🔧

  • Temporarily out of service

  • Hidden from customers

  • Use for repairs or cleaning

Changing Unit Status

Individual Unit Changes

  • Go to Units in facility dashboard

  • Find the specific unit

  • Click Edit or unit number

  • Select new status from dropdown

  • Add notes if needed (internal only)

  • Save changes

Bulk Status Updates

For multiple units:

  • Go to Units section

  • Select units using checkboxes

  • Click Bulk Actions

  • Choose Change Status

  • Select new status

  • Apply to all selected units

Common Scenarios

Seasonal Closures

Winter shutdown for outdoor units:

  • Select affected units

  • Set status to "Maintenance"

  • Add note: "Winter closure until [date]"

  • Change back to "Available" in spring

Renovation Projects

Updating a section of units:

  • Set units to "Maintenance" before work starts

  • Prevents customer bookings

  • Update status as units are completed

  • Test units before making available

Pre-Reservations

Holding units for confirmed customers:

  • Set status to "Reserved"

  • Add customer name in notes

  • Complete booking when customer arrives

  • Status automatically changes to "Occupied"

Monitoring Availability

Dashboard Overview

Your facility dashboard shows:

  • Total units by status

  • Occupancy percentage

  • Available units by type

  • Recent status changes

Availability Reports

Track patterns to optimize pricing:

  • Which unit types fill fastest

  • Seasonal availability trends

  • Average time to rent

Managing Occupancy

High Occupancy (>90%)

Actions to consider:

  • Increase prices for remaining units

  • Remove promotional discounts

  • Create waiting list for popular sizes

  • Consider expansion

Low Occupancy (<70%)

Strategies to improve:

  • Offer promotional rates

  • Improve storefront descriptions

  • Check competitive pricing

  • Enhance marketing efforts

Lead Collection Mode

When a unit type has no available units:

Automatic Lead Collection

  • Storefront shows "Join Waiting List"

  • Collects customer contact information

  • Notifies you of interested customers

  • Helps gauge demand for expansion

Managing Leads

  • Review waiting list regularly

  • Contact customers when units available

  • Offer similar alternatives

  • Track conversion rates

Best Practices

Regular Status Reviews

  • Weekly: Check for errors or needed updates

  • Monthly: Review maintenance units

  • Quarterly: Analyze occupancy trends

Clear Communication

  • Update status immediately when changes occur

  • Add internal notes for context

  • Inform customers of upcoming availability

Preventive Maintenance

  • Schedule maintenance during low-demand periods

  • Rotate units through maintenance cycle

  • Keep some buffer units available

Common Issues

Unit shows available but is occupied

  • Verify booking status in system

  • Check for synchronization delays

  • Update status manually if needed

  • Prevent by ensuring proper booking process

Can't change unit status

  • Verify you have proper permissions

  • Check if unit has pending booking

  • Ensure no active customer on unit

  • Contact support if issue persists

Availability not updating on storefront

  • Allow 5 minutes for synchronization

  • Clear browser cache

  • Check storefront in incognito mode

  • Verify unit type settings

Quick Status Reference

| Status | Customer Sees | Can Book | Use When | |--------|--------------|----------|----------| | Available | Yes | Yes | Ready to rent | | Occupied | No | No | Currently rented | | Reserved | No | No | Holding for someone | | Maintenance | No | No | Repairs/cleaning needed |

Next Steps

Learn about customer management in our Customer Management Guide.

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