Step 1: Options

The Options step holds the basic settings of your calculator. It is the only step that must be completed before the calculator exists.

For a first setup

You only need three fields: Calculator Name, Domain and CTA URL. If you have more than one facility, also turn on Enable nearest facility and add your locations. Everything else has a default. Press Next when you are done.

Calculator Name

A name for your own reference. It appears in your calculators list and on the Confirm step. Required, up to 100 characters.

Domain

The website the calculator will live on, written as just the domain with no https:// and no path, for example www.yourwebsite.com. Required.

The field is checked when you leave it and again when you press Next. If the value does not look like a domain, an error appears together with up to three Did you mean suggestions. Clicking a suggestion fills the field with that value. Nothing is corrected silently, so you always see what will be saved.

Additional domain (optional). Click the link under the Domain field to reveal a second domain field. Use it when the same calculator is shown on a second website, such as a staging site or a regional domain. It follows the same rules as the main domain.

Language

The language of the calculator interface that visitors see. Pick from the list of available languages. The builder itself stays in English.

Storage Type

Choose the kind of business the calculator is for, so the calculator is tailored to it.

Option	Description shown
Self Storage	Roll-up door unit
Container Storage	Double-door shipping container
Mobile Storage	Bookings, made even easier
Movers	Moving, made even easier

Measurement

Metric (metres and kilograms) or Imperial (feet and pounds). This controls the units shown to visitors and the dimensions you enter on the Units step.

Caution

Switching the measurement system replaces your storage units with the default sizes for the new system. A confirmation dialog warns you before this happens. If you have already customised your units, note them down before switching, or re-enter them afterwards.

Measurements and Dials

Six toggles control what visitors can see and do inside the calculator.

Toggle	Default	Effect
Display unit volume and space used by items	On	Shows the unit’s volume and how much of it the selected items fill
Display total weight of items	On	Shows the combined weight of the selected items
Display furniture item dimensions	Off	Shows the size of each item
Display storage unit dimensions	Off	Shows the width, depth and height of the recommended unit
Allow the user to play, pause and re-play the stacking animation	On	Gives visitors animation controls for the 3D stacking
Allow the user to copy selected items	On	Lets visitors duplicate an item they have already added

Calculation mode

Auto recalculates the recommendation as the visitor adds or removes items. Manual waits for the visitor to press a calculate button.

With Auto selected, an Auto-calculate delay (ms) field appears. This is how long the calculator waits after the visitor’s last change before recalculating. The default is 3000 milliseconds, or three seconds. A shorter delay feels more responsive. A longer delay avoids recalculating while the visitor is still adding items.

Nearest facility (CalcumateGEO)

If you run more than one facility, CalcumateGEO can serve each visitor the calculator of the facility closest to them.

1. Turn on Enable nearest facility.
2. Choose a Location method.
   • IP estimates the visitor’s position from their internet connection. No permission prompt.
   • Device asks the visitor’s browser for their GPS position. More accurate, but the visitor must allow it.
   • Manual shows the visitor a location picker.
3. Click Manage locations to add your facilities and link each one to a calculator. See Locations.

The Manage locations link is always available, but locations are only shown to visitors once the toggle is on.

CTA URL

The page visitors are sent to when they click the call-to-action button, usually your booking or quote page. Enter a full URL including https://, for example https://yourwebsite.com/book-now.

The calculator can append details of the recommendation to this URL as query parameters, such as the number of units. Which parameters are added is set in Advanced settings. Because of this, the URL must be complete and valid. If it is not, you will see an error with Did you mean suggestions, exactly as for the Domain field.

The CTA URL can be left empty if you only collect leads inside the calculator. It is hidden when you have chosen to use a phone number instead of a URL in Advanced settings.

Show Advanced Settings

Opens the Advanced settings drawer, which covers the call-to-action behaviour in detail, the share and bookmark feature, the lead generation form and the URL parameters. See Advanced settings.

What happens when you press Next

The name, domain, additional domain and CTA URL are checked. If all are valid, the calculator is created (or updated) and the Units step unlocks. The live preview loads for the first time.