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What is a Notice Plan (#NTCPLNABT01)

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20151027 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

What is a Notice Plan?

Notices (more on this: #NTCABT01) are 'communications' - they can be letters, emails or SMS (text) messages. Notices can also be triggered to include invoices as attachments, can be setup to bill rent, or charge a fee (e.g. a late fee), and can also be setup to trigger certain access control system events (e.g. lock the Customer out at the gate, or allow access once more, etc). A notice plan is a series of notices that are triggered at certain points. An example notice plan may look like this:

1 day after move-in: A welcome letter is triggered
14 days before payment is due: A reminder letter with Invoice is triggered
1 day after payment was due: A late letter is triggered
5 days after payment was due: A late letter with a $10 fee is triggered
20 days after payment was due: A late letter with $20 fee is triggered

10 days prior to Insurance expiring: Reminder letter
10 days prior to Credit Card expiring: Reminder letter
25 days prior to Rent Change occurring: Rent Change notification letter

No timing point: Privacy Policy letter
No timing point: Quote letter
No timing point: Customer feedback letter

 

Notices with no timing points can be sent at will and will not be sent to anyone unless manually triggered.

 

How does the Late Cycle come into play?

Any timing points that feature an "after payment was due" trigger point are classed as being within the late cycle. This is because anything after the due date of a payment is, of course, technically classed as being late (more on the Late Cycle: #CUSLC01).

 

A sample (visual) representation of a Notice Plan

Note: In this diagram, "PTD" refers to Paid To Date.

A visual representation of a Notice Plan

 

Can I have multiple Notice Plans?

Yes! You can have as many Notice Plans as you like. Some people like to setup multiple notice plans for different types of Customers. For example, Notice Plan 0 may be setup for Residential Customers, Notice Plan 1 for Commercial Customers and Notice Plan 2 for Government Customers. You can use any names or timing points you like; the above are merely examples. In addition, you can have extra Notice Plans for friends-of-staff, staff & family, etc - anything you like.

 

What are the benefits of having multiple Notice Plans?

As mentioned above, Notice Plans are made up of Notices with different timing points. As such, you may wish to give different timing points to different types of Customers. For example, a Government Customer may take longer to pay (due to internal red-tape and processing delays), and therefore, the Notice Plan used by Government Customers may send out an invoice well in advance (e.g. 21 days before due, instead of say, 10 days), as well as not charge a late fee - or wait longer before charging a late fee, and so on.

 

Are there any special Notice Plans?

Yes - Notice Plan 9 is used for forms. Forms can be printed by clicking Print Form on an Agreements AutoPay/Notices tab (more on this tab: #AGTTAB401).

 

Video:

On Thursday October 8th, 2015 we held a free StorMan PowerSession webcast on the topic of Notice Plans. You can view this video by clicking on the thumbnail below...

 

 

 


 

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