Settings gathers all your facility's configuration in one tabbed screen: general information, billing, late fees, taxes, access control, team, and lease. It's where you come back when you want to adjust a default behaviour for the facility (billing cycle, move-out notice, access provider, etc.).

Common questions

Where do I find my facility's settings? From the main menu, click Settings. The page opens with seven tabs: General, Billing, Late Fees, Taxes, Access Control, Team, Lease.
How do I change my facility's default billing cycle? In the Billing tab, choose the Billing cycle method: First of the month, Anniversary, or 4-week cycle. Click Update. The change only affects new bookings.
How do I change the default minimum move-out notice? In the Billing tab, adjust Minimum cancellation period (2 to 120 days). Applies to new move-outs; already-scheduled move-outs keep their original notice.
How do I set up access control (gate, keypads)? In the Access Control tab, choose your provider (OpenTech, ICT, PDK) and click Configure. Initial setup requires credentials provided by the vendor; contact support if the button is greyed out.
How do I limit how many days in advance a customer can book? In the Billing tab, adjust Advance booking (0 to several hundred days). 0 days = same day only.
Why doesn't my facility image appear on the storefront? Check that it was actually saved (reload the page). If the issue persists, re-upload with a PNG or JPEG under 5 MB.

Who this article is for

Viewing settings is available to the Owner and Manager roles. Editing most fields requires the Owner or Manager role. The Team tab and the Access Control tab are typically reserved for the Owner.

The seven tabs

Tab	Content	Dedicated article
General	Facility information, image, Google reviews.	This article.
Billing	Accepted payment methods, billing cycle, notice, advance booking.	This article.
Late Fees	Enabling, grace period, amount or percentage.	Late fees.
Taxes	Applicable rates and configuration.	Taxes.
Access Control	OpenTech, ICT, PDK: activation and configuration.	Customer can't get in (gate access).
Team	Members, roles, invitations.	Team and roles.
Lease	BoldSign electronic lease template.	Lease template.

General tab

Facility information

Facility image, Change image button; shown on the storefront and in some emails.
Facility name (required).
Phone number (required).
Email (required).
Street address, Country, City, Province / State, Postal code.

Google reviews

Show reviews on the storefront (checkbox).
Your business, search to link your Google Business profile.
Ask for a Google review after move-in (checkbox).
Offer a thank-you credit in the email (checkbox).

Click Save changes to apply.

Billing tab

Accepted payment methods, for example Pre-authorized debit (PAD) only if you want to force ACSS at checkout.
Billing cycle method:
- First of the month, billing on the 1st of each month; first rent prorated.
- Anniversary, billing on the move-in date of each month.
- 4-week cycle, billing every 4 weeks.
Minimum cancellation period, choice of days: 2, 5, 7, 14, 15, 30, 60, 90, 120. This is the default notice applied to move-outs.
Advance booking, how many days in advance a customer can book via the storefront (0 days = same day only).

Click Update to apply.

The billing cadence chosen here doesn't retroactively affect active rentals. It applies to new bookings.

Late Fees tab

See the Late fees article for details. Main fields: Enable late fees, Grace period (days), Fee type (fixed amount or percentage), Percentage or amount.

Taxes tab

See the Taxes article. The Add a tax button creates a new applicable tax.

Access Control tab

Three supported providers:

OpenTech Alliance, keypads, SmartLocks, and gate controllers.
ICT Protege GX, gate access and PIN management via Protege GX controllers.
PDK, 2.0 integration based on holders and groups for access control.

For each provider, the state is Not configured or Active. The Configure button kicks off the configuration flow; Manage appears once the provider is active.

Initial provider setup requires credentials provided by the vendor. The Configure button is typically greyed out for operators without these credentials; contact support for setup.

Team tab

See the Team and roles article. Team members table with roles Owner, Manager, Employee, status Active or Invited, Remove action, and an invitation form.

Lease tab

See the Electronic lease template article. Points to the facility's BoldSign electronic lease template.

What happens automatically

Saving a General field (name, address, image): the change is immediate; the storefront updates on the next load.
Changing the billing cycle: new bookings use the new method; active subscriptions aren't converted automatically.
Changing the notice: applies to new move-outs; already-scheduled move-outs keep their original notice.
Activating an access provider: triggers the creation of holders (PDK) or PINs (ICT) for active rentals.

Important statuses and fields

Item	Meaning
Google reviews	Optional post-move-in feedback feature.
Thank-you credit	Credit given to the customer who leaves a Google review.
Minimum cancellation period	Default notice applied to move-outs.
Advance booking	Limits the move-in date the customer can enter at checkout.
OpenTech / ICT / PDK	Three access control providers; only one is typically configured per facility.

Common issues

Situation	What to check	What to do
The Configure button on an access provider is greyed out. Why?	The integration isn't yet provisioned server-side (missing credentials).	Contact support; initial setup requires vendor credentials.
The facility image doesn't appear on the storefront. Why?	Was it saved? Is the format valid (PNG or JPEG, under 5 MB)?	Re-upload and reload the storefront.
The default minimum notice doesn't match my policy. What now?	Check the Billing tab, Minimum cancellation period field.	Adjust to your policy. Already-scheduled move-outs keep their original notice.
Google reviews don't show on the storefront. Why?	Is Show reviews on the storefront checked? Is Your business properly linked?	Check that the Google Business profile is public and properly linked.
I changed the billing cycle but existing rentals didn't change. Why?	The change only affects new bookings.	Expected behaviour. To change an existing rental, contact support.