> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up customer registration

> Configure the public registration flow for prospects and new customers.

## What you will accomplish

Prospects will complete one registration form on your public page. Your team will receive their details in [Contacts](https://www.carstoragesoftware.com/dashboard/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](https://mintcdn.com/carstoragesoftware/zfkveby1fbxIBHBu/images/facility-web-pages/public-registration-form-fresh.webp?fit=max\&auto=format\&n=zfkveby1fbxIBHBu\&q=85\&s=e5763defb6b5a43878dd46b1ebff4b92)

*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](https://www.carstoragesoftware.com/dashboard/contacts).
* Turn on your public pages in [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) under **Public website**.
* If you will collect payment during signup, finish [Connect payment processing](/docs/settings/connect-payment-processing.md) first.

> [!NOTE]
>
> **Registration setup lives in two places**
>
> Use [Settings > Customer onboarding](https://www.carstoragesoftware.com/dashboard/settings/customer-onboarding) to choose **which questions** appear on the form.
>
> Use [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) 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](https://www.carstoragesoftware.com/dashboard/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](https://www.carstoragesoftware.com/dashboard/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](https://mintcdn.com/carstoragesoftware/AQ1X2WSk-gkMq5qc/images/facility-web-pages/registration-form-cards-fresh.webp?fit=max\&auto=format\&n=AQ1X2WSk-gkMq5qc\&q=85\&s=05148b6c6e96f3d765cfe67ea87fc5b6)

*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.

> [!NOTE]
>
> **Contracts during registration**
>
> If 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](/docs/contracts/attach-contracts-to-workflows.md) 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.

> [!TIP]
>
> **Keep the first form short**
>
> A 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](https://www.carstoragesoftware.com/dashboard/settings/website).

**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](https://mintcdn.com/carstoragesoftware/zfkveby1fbxIBHBu/images/facility-web-pages/page-editor-sections-expanded.webp?fit=max\&auto=format\&n=zfkveby1fbxIBHBu\&q=85\&s=24f1369c78ff932563ae0219dd9d03ae)

*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.

## Step 4: Copy your registration link for testing

**1. Open Website & customer app**

Go to [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website).

**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](https://mintcdn.com/carstoragesoftware/AQ1X2WSk-gkMq5qc/images/facility-web-pages/website-shareable-links-detail.webp?fit=max\&auto=format\&n=AQ1X2WSk-gkMq5qc\&q=85\&s=e789c11524e9fae9a0ae67cea2633d34)

*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](https://mintcdn.com/carstoragesoftware/AQ1X2WSk-gkMq5qc/images/facility-web-pages/registration-test-form-filled.webp?fit=max\&auto=format\&n=AQ1X2WSk-gkMq5qc\&q=85\&s=56b34eb74f830b960154d81fe27ecfa7)

*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](https://www.carstoragesoftware.com/dashboard/settings/customer-onboarding).

**2. Find the test in Contacts**

Sign in to the staff dashboard and open [Contacts](https://www.carstoragesoftware.com/dashboard/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](/docs/facility-web-pages/review-and-approve-registration-requests.md).

![Registration form confirmation screen shown to a prospect after they submit a storage request](https://mintcdn.com/carstoragesoftware/zfkveby1fbxIBHBu/images/facility-web-pages/registration-confirmation-message.webp?fit=max\&auto=format\&n=zfkveby1fbxIBHBu\&q=85\&s=26ec05465401b23243dfa6947aca899f)

*After a prospect clicks submit, they should see a confirmation message. If they do not, the request may not have reached [Contacts](https://www.carstoragesoftware.com/dashboard/contacts).*

## Step 6: Review payment rules (optional)

If your form includes a **Payment** card, confirm your billing setup is ready.

* [Payment processing](/docs/settings/connect-payment-processing.md) is connected in [Settings > Billing](https://www.carstoragesoftware.com/dashboard/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.

> [!WARNING]
>
> **Payment during signup affects trust**
>
> Do 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](https://www.carstoragesoftware.com/dashboard/settings/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](https://www.carstoragesoftware.com/dashboard/contacts).
* Your team tested the full path before sharing the link publicly.

## Troubleshooting

> [!WARNING]
>
> **The registration page says not found**
>
> Open [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website). Under **Public website**, confirm **Public Facility Pages** is on and your **Facility slug** is saved. Turn on **Registration form** in the **Page editor**.

> [!WARNING]
>
> **I do not see Form Cards**
>
> Open [Settings > Customer onboarding](https://www.carstoragesoftware.com/dashboard/settings/customer-onboarding) and expand **Online registration form**. Form cards appear inside that section—not on the Website & customer app page.

> [!TIP]
>
> **Customers say the form is too long**
>
> Turn off non-essential cards. Keep **Your Information** and **Vehicle Information**, then collect documents or payment after your team reviews the request.

> [!WARNING]
>
> **Payment during signup fails**
>
> Review [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) and [Connect payment processing](/docs/settings/connect-payment-processing.md). Signup payment cannot work until processing is ready.

## What to do next

After registration works, follow [Review and approve registration requests](/docs/facility-web-pages/review-and-approve-registration-requests.md) with your team. Then add the link to your [public facility page](/docs/facility-web-pages/configure-the-facility-landing-page.md) or website using [Add a website embed](/docs/facility-web-pages/add-a-website-embed.md).


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