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  • Home
  • Getting Started
    Onboarding
    Onboarding FAQs
    User Accounts and Permissions
    How to Add a New Role and Configure Permissions How to Add and Activate User Accounts How to Disable an Employee's Access
    Hummingbird 101
    Preferred Internet Browser How to Login How to Reset a Password? How to Access Properties Quick Actions in Hummingbird Meet Hummingbird's Glossary
  • Hummingbird (PMS) Training
    Reservations and Move-Ins
    Understanding the Terms - Leads and Tenants Reservation Settings How to add a Lead How to Reactivate a Retired Lead Ways to Reserve a Space Converting a Lead or Reservation to a New Tenant Moving in a Lead Documents and Digital Signatures Transferring an Existing Tenant to a New Space Rent a Space as a Business! Access Control Updating and Cancelling a Reservation
    Moving Out
    Pre-moveout Review Moving out a Tenant Space Inspections and Returning Spaces to Inventory Backdated Move-Outs
    Rate Management, Payment and Refunds
    Rate Management Payments Refunds
    Discounts, Promotions, and Services
    Difference between Discounts and Promotions Adding Promotions and Discounts
    Adding, Updating, and Generating Documents
    How to Add/Remove Documents How to Update Existing Documents Signed and Unsigned Documents, What's the Difference? Generating a Document for your Tenant
    Delinquency
    Understanding the Delinquency Timeline Setting up your own Delinquency Automation
    Auction Management
    Auctions Overview Scheduling an Auction Viewing and Adding Auction Information Modifying a Scheduled Auction How to Cancel a Scheduled Auction? Taking Auction Payments Moving Out the Tenant and Closing Lease After Auction Handling and Refunding Cleaning Deposits Scheduling an Auction from the Auction Manager Configuring the Tenant Mobile Manager
    Tenant Profile Management
    Tenant Profile Overview How to Take a Payment from a Tenant Updating Tenant Information Understanding the Delinquency Timeline Communications Overview Understanding Space Settings and Information from a Tenant's Profile Adding Promotions and Discounts Saving a Payment Method/Autopay Selling Merchandise Generating a Document for your Tenant Accepting an Inter-property Payment Updating Gate Access Creating an Invoice from a Tenant's Profile Linking Contacts in Hummingbird Adding a New City for Your Tenants Generating and Sending Documents via Multiple Delivery Methods Generating and Saving Documents Without Selecting a Delivery Method Archiving and Unarchiving of Document Denying Online Payments Understanding Space Types Template Manager - Communication Templates for Email and SMS Adding Contacts to the Do Not Rent (DNR) List in Hummingbird
    Scheduling and Completing Tasks
    Task Center Creating Tasks Completing Tasks System Generated Tasks
    Reporting
    Reports Overview Financial Reports Occupancy Reports Operations Reports Management Reports Delinquency Reports Coverage Reports Payment Processing Reports Daily Accrual Reports
    Billing
    Accounting Invoicing
    Gate Access Management
    Updating Gate Access
    Auditing
    List of Audited Actions in Hummingbird
    Revenue Management
    Rent Management
    Space Grouping, Features & Amenities
    Adding New Features and Amenities in Hummingbird Creating Custom Features and Amenities Modifying Features and Amenities for a Space Assigning Features and Amenities to Spaces Creating a Space Grouping Profile Modifying a Space Grouping Profile Adding Notes on Space Profiles
    Tenant Data Warehouse and Business Intelligence
    Tenant Data Warehouse and Business Intelligence
    Charm
    Integration Portal
    Integration Portal (for integration partners and customers)
    Property and Property Groups
    Property Settings Creating Property Groups
  • Mariposa (Website) Training
    Website CMS Settings
    Configuring Website CMS Settings City Content Settings Company Blogs Settings Website Coupon Settings FMS Initial Setup Local Blogs Settings Location and Street View Settings Name and Address Info Settings Property Coverage Settings Property Email Notes Settings Property Media Settings State Content Settings Website General Settings Website Promotion Settings Website Social Media Settings Introduction to Alt Tags Clear Cache Company Pages Settings Hours and Amenities Settings Legal Pages Settings Storage Tips Settings Website General Pages Settings Website Themes Files Settings Tracking Script Settings Website API Keys Mariposa H1 Tags Website Storage Types Settings (Corporate Feature Pages)
    Mariposa Features and Functionalities
    Junk Fee Compliance Implementation on Mariposa Websites Installing Google Analytics 4 via Google Tag Manager in Mariposa
  • Video Library
    Hummingbird 101
    Get to Know Hummingbird - Our Property Management Software Hummingbird Customer Journey How to Use Hummingbird Creating Customized Views for Hummingbird Modules Hummingbird Glossary Adding a New User in Hummingbird Creating a User Role in Hummingbird Adding Spaces within Hummingbird Adding an Additional Space for an Existing Tenant Hummingbird Application Launcher Configure Do not Disturb Settings for Communications
    Features, Amenities, and Space Groups
    Creating Space Groups Features and Amenities Managing Space Features and Amenities Creating Space Categories
    Merchandise, Fees, and Services
    Selling Merchandise to your Tenants Setting up Fees in Hummingbird How to Add a Product in Hummingbird Adding a Fee/Service for a Tenant Coverage for Parking Spaces
    Payments and Invoicing
    Creating an Invoice Setting up Automatic Payments (Autopay) Taking Partial or Future Payments Payment Reversals Generating a One-Time Pay Bill Link Setting up Payment Terminals
    Delinquency
    Delinquency Timeline Delinquency Automation Delinquency Automation - Part 2 Pausing Delinquency Automation Configuring Delinquency Document Delivery
    Accounting
    Setting up Accounting Accounting Exports
    Generating and Managing Documents
    Hummingbird's Document Manager Generating a Document from a Tenant's Profile Updating Documents in Hummingbird
    Moving In and Out
    Processing a Move Out Transferring a Tenant's Space Sending Reservation and Payment Links to Tenants
    Reporting
    Customizing Reports Occupancy Statistics Report (OSR) How to Use Dynamic Reports in Hummingbird
    Performing Bulk Actions
    Sending Bulk Messages Bulk Edit Spaces
    Value Pricing
    Value Pricing Overview
    Revenue Management
    Setting up Rate Management Rate Management by Property View and Manage Rate Plans Configuring Rent Management Changing a Tenant's Rent Manually Automated Rent Changes How to Print Rent Increases from the Notice Manager Creating a Rent Plan
    Promotions and Discounts
    How to Create and Apply Discounts in Hummingbird How to Create and Apply Promotions in Hummingbird
    Gate Access
    How to Suspend Gate Access for a Tenant
    Mariposa (Website) Videos
    Scheduling Blogs Configuring Gate Access Hours for your Property Setting Hours and Amenities on the Website Configuring Property Coverage Settings Configuring Company Page Settings Accepting Advance Reservations on Website How to Configure Rate Variance
  • What's New?
    2025
    January New Features and Updates February New Features and Updates March New Features and Updates May New Features and Updates
    2024
    January New Features and Updates February New Features and Updates March New Features and Updates April New Features and Updates May New Features and Updates June New Features and Updates August New Features and Updates September New Features and Updates October New Releases and Updates November New Features and Updates
    2023
    December New Features and Updates
  • FAQs
    Access Control
    Adding, Updating, and Generating Documents
    Can you get notified of a document generation error? Can you make tenant documents always appear as visible within the Tenant Profile? Can you manually send documents like a copy of the lease, invoice statement, etc using non-certified mail through Hummingbird?
    Auction Management
    If an Auction has already been processed, can you add an additional fee for your previous tenant? Can you schedule an auction without a prompt from Hummingbird's Delinquency Automation? If a tenant's Space goes into auction, do they have to be notified when Space is sold and the winning bid amount? If a tenant's space goes to auction, are they notified of the winning bid amount and if the space is sold? What is the minimum amount required for a scheduled auction to close?
    Billing and Taxes
    Are taxes on a rental payment applied prior to applying a promotion? Are taxes applied on late fees? If a property is on anniversary billing and a transfer occurs, what would be the new billing date? If there are two open invoices and a tenant makes a partial payment, which invoice will the payment get applied?  While catching up with an account that is past-due for a few months, in what order is a payment applied? If a tenant is on a quarterly or yearly billing cycle and misses a payment, will they still be billed quarterly or yearly? How many days before the due date is an invoice generated? How often are invoices sent to tenants? What happens to an invoice amount when a tenant vacates a Space mid-month? How is tax applied to an invoice? What happens to the excess amount if a tenant overpays an invoice? Is there a difference in tax rates for different types of storage Spaces? How are taxes handled if a tenant rents a Space in a different state? What happens if there is a change in tax rates for a state? how do they reflect on invoices? Can you add additional discounts or promotions for tenants on a multi-month billing cycle? How are these applied? If you change the billing day for a lease with a quarterly or annual payment cycle, when does it come into effect? If invoices are not paid on time, in what order does a subsequent payment get applied? Also, in what order does a payment apply across invoice lines - Rent, Coverage, Taxes, Late fees, etc.? Is a tenant eligible to receive certain discounts on rental rates if they pay for multiple months in advance? Does Close of Day support petty cash? Do you need to Close the Day every day to ensure there are no financial or accounting errors? Are the Available Payment Types on invoices configurable? For anniversary billing sites, does the billing cycle need to match when an existing tenant adds a new space?
    Birdeye
    Birdeye FAQs
    Charm
    Are leads automatically created for incoming calls? How can a district manager listen to past calls? What is expected behaviour if no agents answer the call? What is the expected behaviour for a signed-in agent if another agent answers a call before they do? What is the behaviour if multiple tabs are open for a signed-in Charm agent and a call comes in? Can agents manually enter credit card numbers when they are on a charm call? How long does the user have to enter their card number before entry times out? What happens if the user enters invalid data for card number, CVV, or expiration date? What happens if the user enters card data that passes field validation but results in a payment processing error? (Issuer rejection or payment gateway error) Can a Hummingbird user present a card payment using a payment terminal if they are on a charm call? Does the caller have to re-enter all card information if a card payment is rejected by the payment processor? As an agent, I briefly hear a phone ringing sound (as if I’m phoning someone) when I pick up the call. Why and what does this mean? What is the caller’s experience if they are placed on hold? I moved the Toast to the bottom of the page, but it disappeared. How can I make it reappear? Is the agent availability status retained when an agent logs out and logs back in? Is it possible to delete a call recording or voicemail from Charm? Why does Charm immediately hang up on the caller when pressing the green answer button to take a call? Can we take calls directly on cell phones? How does call forwarding work, and how many people can be included? Does my browser need to stay active to hear Charm call notifications? Will calls be missed if the browser goes to sleep? Why does the “Retired” lead status not change to “Active” if a retired lead calls the property? Why does the call length value in Charm Phone Call Log Report not match the length of the call recording?
    Delinquency
    What does an Overlock do in the Delinquency Process? Can you create a manual task outside of the Delinquency Automation and have that task be reoccurring? How much does a delinquent tenant have to pay in order to become current again? What are the supported delivery methods for generating documents during delinquency? If a tenant changes their delinquency structure (for example, the lien fee days from 35 to 30), does this impact all tenants or only new ones that go into lien? Can you send delinquency notices to the business representative? If there are two alternate contacts for a Space, will both of them receive delinquency notices?
    Discounts, Promotions, Coverage, and Services
    Can you change insurance in the middle of the month or at any point in time? If a tenant has their own insurance but doesn't provide proof within 30 days, does Hummingbird automatically enroll them into the standard coverage option? When are tenants considered covered by Storelocal protection?
    Gate Access
    Can a gate access code have alphanumeric characters? What is the maximum allowed length for a gate access code? Can you modify a gate access code length? If a tenant rents more than one Space in the same property, can the same access code be set for all rented spaces? Can a family member or contact of a tenant be assigned their own gate access code? Does Hummingbird allow excluding certain values for use as gate access codes for security purposes? When linking contacts in Hummingbird, does the Access Code need to match for both contacts? Are DaVinci lock codes sent to all online rental customers despite their ID Verification status? Can you disable gate codes from being included in the automated rental emails if your property uses gate fobs instead?
    Generic Questions
    What is the difference between Hummingbird properties and Non-Hummingbird properties? Can you search for tenants using their phone numbers? How to make new feature requests? Why does Hummingbird ask permission to use my microphone when logging in? What services does Hummingbird Integrate with? How can you subscribe to new applications? What is the Base Rent, and how is it calculated? How does lead retirement work, and can you customize it?
    Mariposa (Website) FAQs
    Is there a way to add YouTube videos on the website, within a company page? Can tenants update their email and contact information via the online portal? If a tenant updates their address on the website, will the address in Hummingbird also be updated? Where can you modify Soft Reservation Notification emails? How do you set up a discount to be applied at online checkout? Do you have to use a discount code? How do you publish content for a date in the past? Can you change the unit illustration image displayed on the self-storage website? Is there an option to mandate Autopay for all tenants when they pay online? Can you modify the reservation days on the self-storage website? What are advance reservations and how do you enable them? How do I add a marketing banner at the top of the self-storage website? How can you change the email address from which messages are sent to tenants?  Where can you modify the "Size Disclaimer" text on the website? If the 15-minute hold timer expires while the customer is still on the Rent Now Mariposa screen, will they have to restart or will a new unit be assigned? If different Rate Variance settings are specified in the FMS Initial Setup and Website General Settings, which one takes precedence? Does Mariposa/Incode accept passports as a valid ID during the online rental process? If No, then which IDs are accepted? What is the significance of "Enable Account Edit" in the FMS Initial Setup section of Website CMS settings? Can you integrate XPS live chat with Mariposa? What is the difference between Enable Cart Abandonment" and "Email Abandoned Rental Notification" in the FMS Initial Setup section of Website Settings? What is GDS ID?
    Payment, Refunds, and Fees
    How do I ensure that Automatic payments (Autopay) is enabled for all the upcoming rentals at my property? What is the difference between Refunds, Offline Reversals, and Chargebacks? Which Terminal is Recommended for Tenant Payments for Accepting Card payments by Swiping/Tapping/and Typing Pin? A tenant has a prepaid balance and Autopay enabled. How is the payment deducted, from the prepaid balance or their card since Autopay is enabled? Why is there a Void option for Cash payments in addition to Refund? What does each signify? How can you know if a payment was made from a One Time Payment Link? Does Autopay provide additional discounts on rentals? Does a tenant incur any additional fees for making rental payments with a credit card? How long does it take to deposit an ACH payment? While catching up with an account that is past-due for a few months, in what order is a payment applied? While taking a payment from a tenant via Check, how do I record the amount associated with the check in Hummingbird? What is a Paid through date? How do you know when there is a payment failure? Can you find details about a failed transaction? When autopay fails (for reasons like NSF), when is the NSF fee applied, at the first failure or after all the attempts run? Is there a way to perform a merchandise return/refund that is sold to a walk-in customer who is not a tenant? Can I refund credit card transactions anytime in Hummingbird, or is there a limit on the number of days? Can you re-issue the same invoice after its voided? Which payment methods are supported for one-time payment links? If an Autopayment was made today, can a user void it the same day? If a tenant is on a quarterly or yearly billing cycle and misses a payment, will they still be billed quarterly or yearly? Why is there an ability to set Autopay to re-run for 'X' days after the billing date? What is the difference between a Variable Fee and a Fixed Fee? How to Issue a Refund to a Tenant Why must customers manually link each unit to their online account, even if they are already linked in Hummingbird? Why can't all units associated with their info or the first linked unit be automatically pulled in? Is there a log of changes when a tenant updates their account information? Are tenants required to sign an Autopay addendum when enrolling or is this only a requirement in certain states/a preference for certain operators? How can you waive a month’s rent, late fees, advertising fees, etc. for a tenant? Does the CC Chargeback option refund a payment to a tenant or just removes it from the ledger?
    Reports
    How to set up recurring reporting within Hummingbird? What do you do if the Lease does not get generated or is incorrect? Is there a Report that shows all the transactions that occurred through Tenant Payments? Is there a report that shows how much is collected in late fees? Is there a report that shows past tenants? Can you set up Hummingbird to generate activity logs for tasks performed by Property Managers? How do I know the origin of a Payment (i.e. via payment terminal, autopay, on file/manual, etc.) in a Financial Report? Is there a report that can provide information regarding Chargebacks?  Is there a report that shows which user retired a lead? What do you do if you get a timeout error while downloading a report for all your properties? Is there a report that shows the Tenants’ Credit Card Expiration Dates? Why does the Rent Change Summary in MSR not match with the Rent Change information in the Rent Management Module?
    Reservations and Move-Ins
    If a Tenant reserves a Space and they don't move in, will the Space go back into inventory automatically or will the manager have to manually take action? Does Hummingbird allow screening for blacklists in the rental flow? When a rental/reservation is initiated, there is an option to choose “how did you find us”. Is there a report to find how many times a source was selected? Can you see who Moved in and Moved out every month on the Dashboard? Where can you update a tenant's vehicle information after a move-in? How can you add the vehicle details after the tenant has signed the lease and moved in? When renting as a business, is the lease agreement generated with the business representative's name? Can you change a business profile to an individual profile? How can you view the Rental Abandonments in Hummingbird? Where can you find a record of the Lead Source information captured while moving in leads? Is there an option to restrict online reservations when only one unit remains available? When you make a reservation, is the price listed at that time saved even if rates change later?
    Revenue Management
    If you have a Prorize integration, can you make rent changes for your tenants? A tenant has a scheduled rent change for February and an existing invoice with a prepaid amount. Will the invoice be updated to the new rent amount on the Rent Change's effective date? Can a rental rate increase be applied in the middle of a payment cycle? While uploading a file in the Rent Change Queue, can I add new tenants or only the existing tenants whose rent is due for adjustment? What is the preferred file format? Are the rent plan defaults only available for value pricing or can you assign an automated rent plan to a space with no value tiers? Is the "Last Rent Change (Days)" column in the Rent Change Queue based on the current date or the effective date of the scheduled rent change? If an automated rent change is delayed due to an issue, and the system would normally approve it automatically, why would it then require manual approval? Is there an extra background check for these rent changes?
    Roles and Permissions
    How do I enable a user to Write off a past-due amount for a tenant as a loss to the property? If you’re unable to change a user’s role or permission, what could be the reason? Which permission controls whether a user can edit the autopay bill date? What can a user with No Permissions do and see within Hummingbird?
    Scheduling and Completing Tasks
    Does Hummingbird allow automatic task creation on a business event or trigger? Does completing an Overlock task on the Mobile Manager also impact Noke doors?
    Space Management
    Why do Spaces show as “Pending” in Hummingbird? How do I Delete Spaces from Hummingbird? How can you request to have a Space map configured for your property? Is there any permission required to change a space’s status from Online to Offline or vice versa?
    Tenant Communications
    How do I disable the functionality of sending monthly invoices to tenants via email? Let’s say, you have sent out an SMS in bulk to your tenants but some of them cannot see it in their Communications in Hummingbird. What could be the reason for this? Are property specific Email/SMS do not disturb settings based on the time zone where the property is located? Can you make alternate contacts mandatory? Can notes be deleted from a tenant profile? Can we resend failed documents via SimpleCertified in Hummingbird, or can we only download the failed documents and manually mail them out?
    Tenant Data Warehouse (TDW) and Business Intelligence (BI)
    General Overview of the Business Intelligence Tool Dashboard Customization and Use Data Filtering and Slicing Revenue, Occupancy, and Performance Tracking Data Accuracy and Validation Integration with Other Tools Technical and Setup Information
    Transfers and Move Outs
    How can you view "Moved out units" or contracts of tenants who have moved out? Can you transfer a tenant from one property to another one? Can you undo or back date a move-out? Can you transfer a past-due tenant to another Space within your property?
    Value Pricing
    What is Value Pricing? How Does Value Pricing Work? What needs to be configured for Value Pricing to work? Which views need to be enabled for Value Pricing to work? Can I change the name of the Value Pricing Tiers? What is Space Scoring? Does Space Scoring impact whether a unit is categorized as Good, Better, or Best? What does Custom Value Pricing do? Can I assign Rent Plans to my Value Pricing Tiers? Why don’t some units appear in Grid and List view?
    Payment Rejection Types – Explanation and Guidance
    Why is my payment getting rejected? Possible Duplicate Request Invalid Service Expired Card Inactive Terminal (Backend) Cannot Complete Because of Violation Do Not Honor Invalid From Account Suspected Card Insufficient Funds Withdrawal Limit Exceeded Invalid Card Suspected Fraud Customer Requested Stop of All Recurring Payments from Specific Merchant PIN Attempts Exceeded Invalid Amount General CardAuth Decline
  • Home
  • Mariposa (Website) Training
  • Website CMS Settings

FMS Initial Setup

Table of Contents

Rental Reservation Capabilities Units Email Notifications Gatecode Credit Cards Reviews General Settings FAQ DNI Numbers

The Facility Management System (FMS) settings play a crucial role in managing the various aspects of a self-storage property’s operations, including website rentals and reservations, settings related to Spaces that display on the website, the different payment methods, customer reviews management, marketing and SEO-related settings, etc. Configuring the desired FMS settings for a property enhances efficiency and provides a seamless experience to the property managers and their leads/tenants. 

To configure your property’s FMS Settings, follow the steps mentioned below: 

  • Navigate to Website Settings and FMS Initial Setup from the left navigation. 
  • Select your property from the drop-down list to view and configure associated website settings. 

  • You will see various sections here, such as rental information, own coverage text, reservation options, capabilities, unit and gatecode information, email notification settings, general settings, etc. You can make the required changes here so they can be reflected on your website. 

Note: Once you change any configurations in Website settings, ensure to click the Save button and then clear the website cache every time for the changes to reflect on your self-storage website. You can clear the cache by navigating to Clear Cache from the left navigation and clicking the Clear Cache button. You will receive a success message once the cache is successfully cleared.

  • GDS ID - A unique identifier assigned to your property within a Global Distribution System(GDS). A GDS ID is automatically shown here when a property is onboarded to the website. 

  • Reporting Name - Name of the property that appears in reports that fetch data from the self-storage website. 
  • Unit Availability Threshold - A numerical value representing the minimum number of available Spaces for a specific size or type shown on the website.  For example, if you have only “3” 5x5 Spaces available for rent, you might not want to broadcast them and instead rent them internally. In such a case, mention the Unit Availability Threshold as “3” so that when only three Spaces remain, they will no longer be shown on the website. 
  • Advance Reservation Days - The maximum number of days in advance that leads can book or reserve storage Spaces. For example, if these days are set to 10, leads can reserve spaces up to 10 days before their desired move-in date.
  • Landing Page Layout - You have the ability to choose the landing page layout for your self-storage website. 
    • Grid View -  Storage Space listings are displayed in a visually appealing grid layout, including thumbnail images of each space and key information such as space size, price, availability, and any special features.

  • List View - Storage space listings are presented in a more condensed form - in a vertical list format, with key information such as space size, price, availability, and features listed next to each other. 

  • Default View:

  • Value Tier Layout - You can choose how the value tiers for Spaces appear on the website - in a List or a Grid View. 

Note: The Enable Value Pricing setting must be selected in the Website Settings for these views to appear. 

Website (Grid) View:

Website (List) View:

Rental

  • Enable Rental (Web Product) - Facilitates Space rentals via the self-storage website. 
  • Show Reservation Search - Displays a reservation search field on the website landing page for searching Space reservations. When a lead makes a reservation on the website, they are emailed a reservation code. They can enter that code in the Reservation Code search field on the property’s landing page to view the details pertaining to their reservation. 

Website View (Grid/List):

Website View(Default):

  • Show Web Only Text -  Displays the “WEB ONLY” price label on the website landing page. This helps drive conversions by incentivizing online visitors to make reservations or bookings directly through the website.

Note: This setting only applies to self-storage websites with a Default Landing Page Layout. 

  • Show Internet Specials - Displays the IN-STORE prices on the self-storage website. 

  • Disable Parking Rentals - Removes the option on the website to rent parking Spaces. Leads can only reserve these Spaces. 

 

  • Enable Storing Vehicle - With this setting, an additional question will be asked to the leads during their move-in process - "Are you storing vehicle?".

  • Enable Office Space Rental - Allow leads to rent office spaces along with storage spaces via the website. 

  • Enable Office Space Reservation - Allow leads to reserve office spaces along with storage spaces via the website. 
  • Driver License Required - Mandates the lead to provide a driver's license as proof of identification during the rental process.
  • Secondary Contact Required - Displays the Secondary contact section on the rental page, asking leads if they want to provide a secondary contact to receive lien notices. 

Note: Some state laws require the secondary contact information to be provided at the time of Space rentals. 

  • Secondary Email Required - Mandates the provision of an email address for the secondary contact. 

  • Autopay Always Required - Mandates automatic payments for rental fees. The Enroll for autopay checkbox on the website is clicked by default, and leads cannot change or unenroll themselves from autopay. 

  • Enable Parking Type Fields - Displays the Vehicle Type section on the rental page when a lead answers Yes to the "Are you storing vehicle?" question. 

Note: The Enable Storing Vehicle setting must be checked in the Website CMS Settings to see the Vehicle Type field on the website. 

  • Autopay Enabled by Default - The Enroll for autopay checkbox on the website is clicked by default, but the leads can unenroll themselves from autopay. 
  • Disable Own Coverage Selection - Removes the ability for the lead to choose their own insurance. With this selection, they have to purchase insurance from the property mandatorily. 

The “I have my own insurance” box gets removed from the self-storage website when this option is selected.

  • Disable Secondary contact is different from Primary contact - Ideally, the secondary contact information should differ from that of the primary contact. Otherwise, the lead can provide the same information twice. 

Hence, when state laws require a secondary contact to be provided, it is recommended to keep this setting off by de-selecting the checkbox in CMS settings. 

  • Show Promo Rate - If you have certain promotions configured in Hummingbird and have Rate Management set up, then you can show promo rates on the website, i.e. display discounted rates for the Spaces based on the promotions set up.

Note: For the promotion rate to show up for a particular Space type, the promotion must be applied to the cheapest Space. For example, if a promotion is added to all three 5x5 spaces at your property and the rental amount for them is $50, $100, and $150, respectively, based on different features and amenities offered. Then, the promotion must be applied to the $50 dollar Space for it to show for the other two Space types as well.

  • Auto Debit Promo - This section enables you to effectively communicate the benefits of auto-debit payments to website visitors and encourage them to take advantage of any promotions or discounts when signing up for Autopay.

  • Rental Page Instructions - Provide your visitors with clear guidance on navigating the rental process for storage Spaces at your property. These instructions appear at the bottom of the rental page above the Sign Agreements button. 

  • Own Coverage Text - Provide the content that would appear for the I have my own insurance option in the Select your Protection Plan section on the rental page when leads opt for their personal insurance rather than purchasing it from the property. 

Reservation

  • Enable Reservation (Web Product) - Allows leads to reserve their required self-storage Spaces via the website. This setting enables reserving both Storage and Parking Spaces at the property. If this option is de-selected, you will not see the following Reserve This Space section on the website. 

  • Disable Parking Reservation - Removes the ability for leads to make reservations for Parking Spaces at the property. 

Capabilities

  • Enable Value Pricing - Shows tiered pricing for a particular Space type based on the associated features and amenities. Value Pricing ensures that the tenants feel happy paying the price for the value that they are getting.

  • Enable Nearby Locations - With this setting, you can provide valuable information to leads about local businesses and services that complement storage needs and may be useful to them, enhancing their overall experience. Enable this setting and specify the Nearby Location Search Distance, i.e. the search radius or distance (in miles) within which nearby self-storage locations should get displayed.

Website View: 

  • Enable Join Waitlist - Displays the Join Waitlist option for a Space currently unavailable for rent/reservation. When your leads click the Join Waitlist button on the website, they are asked to provide their details and the date by which the Space is required. An email is sent to the property managers with all these details for their action.  

  • Enable Additional Account Features - Provides tenants the ability to perform various additional actions from their accounts. 
    • Enable Coverage Upgrade - Gives tenants the ability to upgrade their selected coverage plan by clicking the Upgrade button from the Bill Pay section of My Account. 

  • Enable Account Edit - Empower the tenants to modify their addresses and keep their account details up-to-date from the ACCOUNT INFO tab of My Account.

Note: The Coverage Upgrade, account edit, and saved cards will appear in the My Account section only when the Enable Additional Account Features option is selected in the website CMS Settings. 

Units 

  • Show - You can choose the type of Space you wish to display on your self-storage website, i.e. Parking Spaces, Wine Storage Spaces, or  Self-Storage Spaces. If you want to show all these types, select All from the Show drop-down list. 

  • Hide Unavailable Units - Removes the unavailable Spaces from the website's landing page and only shows leads the Spaces that are currently available for rent or reservation at the property. The unavailable Spaces are greyed out, as shown below: 

  • Show Unit Category - This setting displays the category of Spaces according to their price, i.e. Economy, Standard, and Premium. These categories provide the visitors with clear options and help them find the storage solution that best fits their needs and budget. 

Note: This setting only applies to self-storage websites with a Default Landing Page Layout. 

Email Notifications

Enable Abandoned Rental Notification - With this setting, the property manager will receive a notification with the lead’s details whenever they leave the rental process midway. These notifications give managers valuable insights into visitor behaviour and help identify potential issues or barriers in the rental process. They can also follow up with visitors who did not complete the rental process, offer assistance or incentives to encourage completion and identify opportunities to improve the rental experience.

Gatecode 

To access a storage Space, the tenant needs to go through a gate and provide the access code. The Gate Access code is unique to each tenant. You have the ability to configure the GateCode format, length, and other settings from this section. 

  • Gatecode Format - The preferred format for the Gatecodes at your property. For example, if you select Unitno#gatecode* and enter the gatecode length as 5, then the gatecode will have 5 additional digits after the unit no. Let's say the unit no is 1234. Then, you can add 5 more digits after that.
  • Gatecode Length - You can specify the preferred length of the Gatecode for the Spaces at your property. 
  • Show Gatecode - This setting will show the Gate access code for the selected storage Space on the rental confirmation page. If you do not want the Gate code to display on the website, you can de-select this option and tell the tenants to receive the code from the property when they visit in person. 
  • Show Parking Gatecode - Displays the Gate access code for a Parking Space on the rental confirmation page.
  • Is Gatecode Selectable - Provides tenants with the ability to choose their desired Gate code in order to access their Space. 

Credit Cards 

You can choose to display the required credit card icons on the website based on the accepted payment methods. The different credit card networks are Visa, Master Card, Discover, Amex, and Diners.  

Reviews

  • Hide Yelp/Google Reviews - You can control the customer reviews displayed on the website landing page by hiding the Yelp or Google reviews. You might need to hide these reviews if you do not want to show external reviews or are experiencing issues with the review integration. When both these options are selected, you will only be able to see the website reviews under both the “All” and “Website” tabs in the Reviews section of the website.
  • Hide Website Reviews - You have the ability to hide customer reviews provided by your leads or tenants on the self-storage website. 

Note: Selecting all these three options will hide the reviews entirely from the website and you will not be able to see the Customer Reviews section at the bottom of the Spaces tab and also a separate REVIEWS tab on the landing page (in case of Grid/List layouts). 

  • Sort Review - You can sort the reviews on the website to display based on their associated rating or the date when they were posted. 
  • Show -  If you only wish to show the reviews associated with a particular star rating and above, you can do so by selecting it from the Show drop-down list. If you want all the reviews to be displayed ranging from 2 stars to 5 stars, select the All option. 

General Settings 

  • Show This Property Only in Web Product - This enables you to control the visibility of a specific property and its associated information on the website as well as in Storefront. When a new property is added, it is, by default, displayed on the self-storage website as well as on Storagefront.  
  • Disable Size Guide Video - Hides the size guide videos for Spaces from the website’s landing page. 

  • Hide Property From Website - If a company has multiple properties and, let's say, one of them is coming soon, and you do not want it to show on the website, you can hide it by enabling this setting. This also removes the website from Storagefront. 
  • Hide Call Button - Control the visibility of a call button displayed on the website landing page corresponding to each of the unavailable Spaces. 

Note: This setting is tagged with the Hide Unavailable Units setting under the Units section of Website Settings. If you want to see the Call button, uncheck this checkbox and also for the Hide Unavailable Units setting. 

  • Hide Street View - Removes the street view images for the property from the website landing page. You will also not be able to see the Street View button on the map. 

  • Show Inventory Level - You can choose to show or hide the inventory levels or Space availability information on the website’s landing page.

  • Inventory Level Threshold - Specify a numeric value representing the inventory level threshold or limit. When the number of available Spaces falls below this threshold, the website triggers specific actions and displays alerts to notify administrators and visitors. For example, If you select Yes for the Show Inventory Level setting and the threshold is set to 3, a countdown will get started whenever only 3 Spaces are available for rent, and you will see a message "Only 3 left -rent soon!" on the property landing page.

  • Rate Variance - The difference in rental prices for the Space rates shown on the website landing page (In Store Rate) and the ones on Hummingbird (The Starting At rate on the website). You have the ability to specify the rate variance that you wish to display on the website. 

Website View:

  • Rate Variance Type - You can choose the method of calculating rate variance and show the rates on the website accordingly. 
    • Fixed - Adjust the rental rate for a Space by a pre-determined fixed amount. For example, if you enter a value of 10 in the Rate Variance field and select the Type as fixed, the difference between the In Store and Starting At rate would be $10. 
    • Percent - Adjust the rental rate for a storage Space by a certain percentage. For example, if the Hummingbird rental rate for a storage Space is $100 per month and there is a per cent rate variance of 5%, the adjusted rental rate would be $105 per month.
    • Percentage Difference - Set the difference between the rates to a certain percentage. For example, if you want the difference between the In-store and Starting At rates to be 15%, specify the Rate Variance as “15” and select the type as Percentage difference. The Percentage difference rate variance is useful for comparing rental rates across different Spaces or time periods and can help identify trends or outliers in pricing.
  • Unavailable Inventory Text - You can specify the text you wish to show on the website when a Space is unavailable for rent or reservation; for example, call the manager for availability. This text will appear on the website landing page below the Call button for each unavailable Space. 

Note: This setting is tagged with the Hide Call Button setting and will reflect only if the Hide Call Button checkbox is unchecked. 

  • In Store Price Label - This setting provides you with the ability to change the term “In Store” pertaining to the In Store prices shown for Spaces on the website.

  • Space Sorting - You can sort the Spaces and display them on the website based on the ascending order of their price or size. 

Website View (Sorted by Price):

Website View (Sorted by Size)

  • Size Guide Description - Provide a description to help leads understand the sizes or dimensions of Spaces. You can include information about different Space sizes available, typical uses for each size, capacity estimates, or other relevant details to assist users in selecting the appropriate size for their needs.
  • Size Disclaimer - Include a disclaimer regarding the sizes or dimensions of storage Spaces. The disclaimer may include information about size variations, approximate dimensions, capacity estimates, or other relevant details to manage customer expectations. The size Disclaimer appears at the bottom of the Space listings. 

  • Expand Size Categories - You can show an expanded or a collapsed view of the different Space types/categories on the website. If this setting is disabled, you will see the collapsed view as shown below:

  • External Pay Bill URL - Allows tenants to make payments or pay bills through an external website or payment portal.
  • Enable Cart Abandonment - This setting applies to leads who show interest in a Space at your property but do not complete the rental. Enabling this option lets the leads abandon the rental halfway. The property managers are notified of cart abandonments, allowing them to recover potential lost sales by re-engaging with leads.

  • Enable Mailbox Space Reservation/Rental - In case your property provides mailbox services in addition to storage solutions, you can enable the reservation or rental of Mailbox Spaces via the website.

Note: Mailbox and Office Space types apply to Non-Hummingbird properties only. 

  • Show Sticky Banner - You can hide or display a sticky banner at the top of the landing page. A sticky banner is an effective way to capture the attention of website visitors and encourage them to take action, whether it's learning more about the property, exploring available storage options, or contacting the property for inquiries.

  • Sticky Banner Text - Provide the title of the banner advertisement that captures the visitor’s attention and communicates the main message or offer. For example: "Limited Time Offer: Get 40% Off On Your First Month of Storage!"

  • Sticky Banner Description - Provide additional information or details about the promotion, offer, or message featured in the banner. The sticky banner description complements the banner text and provides context to the user. For example: "Store your belongings with us and enjoy secure, climate-controlled storage Spaces. Hurry, offer ends soon!"
  • Sticky Banner URL - The destination link or web address that the visitors will be directed to when they click the banner or the Call to Action button (i.e. Click here in the above screenshot).
  • Future Property (Coming Soon) - You have the ability to advertise that a property website is in progress and will be live soon. This setting enables self-storage properties to generate interest, build anticipation, and attract potential customers to the future property even before it becomes operational. If you select this option, you have to provide the following details:

  • Coming Soon Copy (in the top bar) - The title announcing or promoting a future self-storage property.
  • Coming Soon Detail (in the notification form) - Additional information or details regarding the property. These details appear on the website’s landing page.
  • Coming Soon Button Text - The text displayed on the call-to-action (CTA) button that prompts visitors to learn more about or express interest in a future self-storage property. 

Enable Advance Reservations - This allows you to activate the functionality for leads to make secure storage Spaces in advance before the property becomes operational. 

FAQ 

  • Enable FAQ - You can show or hide the frequently asked questions (FAQ) section from the website landing page. 

Website View (Grid/List):

Website View (Default):

Additional Questions - You have the ability to create your own FAQs by entering the questions and associated answers and have them displayed on the website. These additional FAQs get added to the list of pre-defined FAQs.

Click the +Add Additional FAQ button to add more questions and answers. 

DNI Numbers

The Dynamic Number Insertion (DNI) feature allows you to dynamically change or insert phone numbers that get displayed on the self-storage website. These numbers are used mainly for tracking purposes and are based on pre-defined rules relating to the visitor's geographic location (such as city, state, or country), referral source (such as organic search, paid ads, or referral websites), or other parameters. For example, when a visitor accesses the website, the DNI feature dynamically replaces the phone number displayed on the website with a phone number corresponding to the defined rule or condition. Let's say the visitor is located in New York City; the website may display a phone number specific to the New York City area, while a visitor from Los Angeles may see a different phone number specific to that area. This enables the properties to provide a more personalized and localized experience, thereby increasing the likelihood of conversions or inquiries.

  • Source - Specify the origin or the method through which a specific phone number is dynamically inserted or displayed on a website using Dynamic Number Insertion (DNI) technology. The different sources could be the self-storage website, Yelp, Facebook, Ad campaigns, etc. 
  • Number - Mention the number associated with a particular source. 

You can add additional numbers by clicking the +Add DNI Number button. 

Note: The tracking numbers displayed via DNI may affect paid and marketing campaigns. Hence, ensuring that the correct numbers are used in these campaigns is essential. Also, if you want to add a DNI Number, it is recommended that you contact the customer support team instead of adding it on your own.

Click Save to make changes to the FMS Initial settings. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Is there any feedback on this article or questions you still have?
fms fms initial settings gds id reporting name unit availablity threshold advance reservation days rental settings enable rental (web product) show reservation search reservation code web only default landing page layout. show internet specials in-store disable parking rentals store vehicle settings enable office space rental driver license required secondary contact required secondary email required autopay always required enable parking type fields vehicle type autopay enabled by default disable own coverage selection promo rate auto debit promo rental page instructions own coverage text reservation settings disable parking reservation enable value pricing nearby location search distance join waitlist enable additional account features enable coverage upgrade my account enable account edit unit settings email notifications gatecode settings reviews hide call disable size guide inventory level street view sticky banner faq dni numbers percentage difference

Related Topics

  • Name and Address Info Settings
  • Configuring Website CMS Settings

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