History for "How to Edit Members (and Membership Changes)"

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

Making a Membership change? Skip to section

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
  • Email
  • Password
  • Birthday
  • Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be charged automatically (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose an applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be canceled.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a default Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in Membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a default Community Member so you can continue to communicate with your member through your CRM Integration (Mailchimp, ActiveCampaign, HubSpot) and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to join your site in the future, they can Log In with the same credentials rather than register again.

Making a Membership change? Skip to sectionMaking a Membership change? Skip to section

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
  • Email
  • Password
  • Birthday
  • Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be charged automatically (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose an applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be canceled.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a default Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in Membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a default Community Member so you can continue to communicate with your member through your CRM Integration (Mailchimp, ActiveCampaign, HubSpot) and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to join your site in the future, they can Log In with the same credentials rather than register again.

Making a Membership change? Skip to section

Review and edit membership details, add notes, create custom charges, or give administrative access to members. 

• From the dashboard, navigate to Manage Members > Member List. 
• Use the search and filter tools to find a member. 
• Click on their name or click Edit to view the member’s information. 

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
  • Email
  • Password
  • Birthday
  • Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed. 
  • Please Note: If a space operator makes a change to a member's membership, they will not be charged automatically (until their next renewal date.) 
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour. 
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one. 
• Discounts: Choose an applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here) 
  • Pending pause will pause them upon their next renewal date. 
  • Pending cancellation will cancel them on their next renewal date. 
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active." 
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be canceled.  
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice. 
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees. 
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges. 
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page. 
• Door access options:  Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a default Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here. 
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice. 
• For more info on creating a refund or credit visit this page. 
• How to Create Custom Charges. 
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.  
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard. 
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access. 
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in Membership will show up here. 
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a default Community Member so you can continue to communicate with your member through your CRM Integration (Mailchimp, ActiveCampaign, HubSpot) and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to join your site in the future, they can Log In with the same credentials rather than register again. 

Making a Membership change? Skip to section

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
  • Email
  • Password
  • Birthday
  • Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be charged automatically (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose an applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be canceled.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a default Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in Membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a default Community Member so you can continue to communicate with your member through your CRM Integration (Mailchimp, ActiveCampaign, HubSpot) and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to join your site in the future, they can Log In with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
  • Email
  • Password
  • Birthday
  • Phone number
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be charged automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose an applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelledcanceled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a default Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in Membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a default Community Member so you can continue to communicate with your member through your CRM Integration (Mailchimp, ActiveCampaign, HubSpot) and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can loginLog In with the same credentials rather than register again.

ER 10.19.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
  • If you are using Brivo or Salto, this feature is currently unavailable and keys must be derived from the assigned Membership.
• Keys included in membershipMembership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

ER 10.19.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
    • If a member makes a change to their own membership, they will be charged right away for the cost of the new membership. If they are switching memberships, the system will not take into account the amount previously paid for the old membership when charging for the new one.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

ER 10.19.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

ER 7.13.2110.19.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships tab

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing tab

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info tab

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches tab

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys tab

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations tab

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info tab

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications tab

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices tab

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Documents tab

This is where you can upload documents to a member's account.

Protect tab

If the member has provided insurance, you can upload the insurance document here.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

ER 7.13.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

ER 7.13.21

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Note: You can not set a member to delinquent status. This is something that is done by the system.Please Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
• If a member's status is delinquent, the system will attempt to automatically bill that member again. Here's more on how billing works for members.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Note: You can not set a member to delinquent status. This is something that is done by the system.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Important Info

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
    • Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the Membership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• Navigate to View Profile > Edit Profile.
• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.Change things such as:
• Email
• Password
• Birthday
• Phone number
• Space Operators cannot choose to make member information viewable to the public.

Membership tab

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's Membership, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Membership: View or change the member's membership here. You can see when the membership will next renew or make changes as needed.
  • Please Note: If a space operator makes a change to a member's membership, they will not be automatically be charged (until their next renewal date.)
  • You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the billing date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active." Note: You can not set a member to delinquent status. This is something that is done by the system.
    • Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a Membership that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's Membership allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices:

This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member pageMembership tab of a member's account.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active." Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to Create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and, how much they have used for the month in each of your reservable resources, and the reservations the member has made.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active." Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• View the member's default payment source here.
• Add Credit Card: If you add a credit card on the backend, it will automatically become the member's default payment source.
• To edit an invoice, mouse over the (•••) and select Manage Invoice. To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit For more info on creating a refund or credit visit this pagevisit this page. .
• How to CreateHow to create Custom Charges.
• Adjust Credit Balance: Add credits by entering a positive amount. Remove credits by entering a negative amount.
• View Credit Log: This will only be viewable if the member has been given or used a credit.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active." Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation, & Delinquent?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."Note: You can not set a member to delinquent status. This is something that is done by the system.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
  • Delinquent means an automatic payment has failed and the system will attempt to bill the member again. The system attempts to bill a member 4x before the member is automatically downgraded to Community Member, at which point their status will be "active."
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here. The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• Team punches are not displayed here but can be viewed from the team dashboard.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove ituntil you remove the key, the member is downgraded to a Community Member, or the membership is cancelled. If they cancel their membershipkeys are granted directly to a Community Member, the member will not lose the keys will be revokedgranted until they are removed by a manager.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. Follow this link for more on Custom Info and how to set it up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged.. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• Status: What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Punch Pass Subscription: If you have a membership type that is a punch subscription, you can add it to the member's account here. A member cannot have two monthly memberships. If you add a punch subscription to a member's account that already has a monthly membership, when they use a punch their current membership will be cancelled. Follow this link for more on punch subscriptions.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and ManagersOwners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.The member will not be charged for these punches.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here but can be viewed from the team dashboard.
• More info on Punches.
• Follow this link for more on how to create and manage punch passes.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. HowFollow this link for more on Custom Info and how to set thisit up..

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here but can be viewed from the team dashboard.
• More info on Punches.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Follow this link for more on how to grant keys directly to a member.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. How to set this up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• Discounts: Choose applicable discount for membership.
• What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here but can be viewed from the team dashboard.
• More info on Punches.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. How to set this up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same credentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

View Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Billing

• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here but can be viewed from the team dashboard.
• More info on Punches.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.

Reservations

• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

Custom Info

• Track just about anything you'd like about your members. How to set this up.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Devices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile, if. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the page. To remove a member, look for the subtle Remove Member link below the notes on the member page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same creditialscredentials rather than register again.

Review and edit membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

• From the dashboard, navigate to Manage Members > Member List.
• Use the search and filter tools to find a member.
• Click on their name or click Edit to view the member’s information.

Member InfoView Profile button

• View the member's public profile from here.

Edit Profile

• You can edit your member's profile. This is a useful tool if there is missing information or if they have a typo in their email address. When you make a change to your member's profile, they will receive an email about the change. If you edit their email address, they will receive an email at both the old and new email addresses.

Membership

• View or change the member's membership here. You can see when the membership will next renew or make changes as needed. Keep in mind when a manager makes a change to a member's membership type, they will not be automatically be charged. You'll need to charge them by creating a custom charge or setting their renewal date to bill at the appropriate time. If you'd like to bill them for the membership today, set the biling date to yesterday and the system will charge them at the top of the hour.
• What is Paused, Pending Paused, Pending Cancellation?
  • Paused will pause a membership right away. (more info about pausing here)
  • Pending pause will pause them upon their next renewal date.
  • Pending cancellation will cancel them up on their next renewal date.
• To cancel a membership immediately, change their membership to a Community Member. The member will lose all membership privileges immediately.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at the time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Memberships

• View Profile opens the member’s public profile on the Proximity Network.
• Edit Profile opens the edit page for that member’s profile.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.
• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Member DetailsBilling

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member canceling their membership. If you keep the expiration date as is (current recurring billing date), the software knows to move the member to a Community Member on that date rather than charge them again.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
  • To remove a member’s internet access, change their membership type to Community Member.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.
• View the member's invoices and membership cost here.
• To edit an invoice, mouse over the (•••) and select Manage Invoice.
• For more info on creating a refund or credit visit this page.
• How to create Custom Charges.

Shared MembersCustom Info

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info
• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Custom InfoPunches

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.
• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here but can be viewed from the team dashboard.
• More info on Punches.

PunchesKeys

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here.
• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.

KeysReservations

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.
• See the amount of free time available to the member and how much they have used for the month in each of your reservable resources.

NotificationsCustom Info

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.
• Track just about anything you'd like about your members. How to set this up.

BillingNotifications

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".
• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Device List/ManagementDevices: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member:

This should only be used in the case of a truly incorrect member profile, if you need to make a change to the profile, do that by clicking Edit Profile at the top of the page.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.
• This member will no longer be a part of your site, but they will be a part of the Proximity Network so if they want to re-join your site in the future, they can login with the same creditials rather than register again.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• Edit Profile opens the edit page for that member’s profile.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member canceling their membership. If you keep the expiration date as is (current recurring billing date), the software knows to move the member to a Community Member on that date rather than charge them again.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
  • To remove a member’s internet access, change their membership type to Community Member.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member canceling their membership. If you keep the expiration date as is (current recurring billing date), the software knows to move the member to a Community Member on that date rather than charge them again.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
  • To remove a member’s internet access, change their membership type to Community Member.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Team punches are not displayed here.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member canceling their membership. If you keep the expiration date as is (current recurring billing date), the software knows to move the member to a Community Member on that date rather than charge them again.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
  • To remove a member’s internet access, change their membership type to Community Member.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancellingcanceling their membership. If you keep the expiration date as is (current recurring billing date), the software knows to move the member to a Community Member on that date rather than charge them again.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund/Credit:: Issue a full or partial refund/credit for items on the invoice that have been paid.
    • If issuing a credit, don't check the box, "Issue refund to their card".

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Shared Members

• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Keys

• You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove it. If they cancel their membership, keys will be revoked.
  • This option only works if the member is using digital keys. This cannot be used for pin access.
• Keys included in membership will show up here.
• Pin Access: Giving a Community Member, cleaning company, fire department, etc. pin access, explain to the manager to create a separate hidden membership for the member followed by creating a door schedule unique to them. Then assigning the pin code from there.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom InfoShared Members

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.
• If the member's membership type allows for shared members, you can use this tab to add additional memberships.
• More info

PunchesCustom Info

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.
• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

InvoicesPunches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Notifications

• See the last 20 emails sent to a member.
• Use this to verify that an email was sent if a member expected an email but did not receive one.
• A delivery date only means that we were able to deliver the message to the member's email server. It's up to that server to actually get the email to the member's inbox (or spam folder).
• Not all email clients report email opens, so the lack of an "opened" status does not necessarily mean anything.

Billing

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
  • Paused: The current membership will be changed to a suspended state. The member will not be billed and will not have access to any of the benefits of their membership like keys, internet or special reservable resource rates and free time. It has to be unpaused by the manager manually.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Invoices

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches for a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Invoices

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Invoices

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard, navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and Managers page.
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Invoices

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.

Review membership details, add notes, create custom charges, or give administrative access to members.

1. From the dashboard navigate to Manage Members > Member List.
2. Use the search and filter tools to find a member.
3. Click on their name or click Edit to view the member’s information.

Member Info

• View Profile opens the member’s public profile on the Proximity Network.
• The Notes section allows managers and owners to enter internal notes (not visible to the member). This can be used for reminders or tracking communication between community managers, coffee preferences, decisions, or other important details for your relationship.
  • Toggle System Notes to see the date and time of changes within the platform to member settings.
• Quickly review the member’s email and billing information.
  • This information is not editable; only Members are able to update their email, password, and billing information.
• The Create Custom Charge tool allows you to generate a one-off charge or an invoice apart from memberships. This can be used for the first month’s prorated memberships and other miscellaneous costs, such as merchandise.
  • Enter the Description of the Custom Charge.
  • Enter the Custom Charge Amount.
  • Choose either Invoice Now or click the box to charge immediately. Members without a payment source on file will not have the option to Charge Immediately.

Member Details

• Membership: This is where you update the Membership Type.
• Discount: Choose or change the discount for that member. Each member can only have one discount applied. Discounts are only applied to Memberships.
• Status: You can view or change the Membership Status - often the software will do this automatically for you.
  • Active: Paying member
  • Delinquent: The member’s payment has failed - the software will automatically make this change for you.
  • Pending Cancellation: The current membership will continue through the end of their billing cycle and then will be downgraded to Community Member. - This is automatically triggered by the member cancelling their membership.
  • Cancelled: If a member’s status is changed to Cancelled, the Membership will be updated to Community Member immediately and all access will be revoked.
• Allow Member to Pay Offline: When this box is checked, you will have the ability to apply cash or check payments to any invoice.
  • Once enabled, you will not be able to accept Credit Card or ACH payments for this member’s membership fees.
  • Reservable resource bookings will still be billed to their on-file payment source and you can still bill immediately to this payment source for Custom Charges.
  • This setting converts your offline member from auto-billing to auto-invoicing. The members will be invoiced for their membership on their regular billing schedule and you will need to manually mark their invoices as paid.
  • (This setting will only be available if Proximity has set up your account to allow offline payments. If you’d like to take check or cash payments through Proximity, just reach out to support and we can get it set up for you. You will need to add a payment method to your space’s profile so we can bill you the app fees for this feature.) **999 Confirm if still true given new pricing structure**
• Add-ons: Apply add-ons to your member after they’ve registered. Use add-ons for recurring or one-time charges.
  • Members can only apply add-ons themselves at time of Membership sign-up. Managers and Owners can always apply add-ons.
  • Add-ons can be prorated, or the full amount can be charged at the next billing cycle.
• Expires/Billing Cycle Date: This is the expiration date for non-recurring memberships and the billing date for recurring memberships.
• Space Manager, Space Owner: Only Owners can create Managers and Owners and this setting is only visible for Owners. For more information on what each role can do, check out the Owners and ManagersOwners and Managers page. **999 Update link to new page**
• Door access options: Your member can enter their pin # for pin pad access (if available) or set up key fob access.

Custom Info

• Create any custom field to capture information for your members.
• Common examples include lease expiration dates, food allergies, partnerships, suite numbers, billing codes, and organization.

Punches

• You can manually add or update the number of punches a member here.
• Click View Logs for the history of the member’s Punch Passes.
• Add Punches: This is used when you want to give free punches to a member.
  1. Choose the Membership Type that the punches will be associated with.
  2. Add the number of Punches.
  3. Add the reason for adding punches.
  4. Add an expiration date if desired.
• See Membership Types for more information about how punches work.

Invoices

• View a member’s invoices, search and filter and see their payment status.
• Click Download Invoice to view and download a PDF of the invoice.
• Click Manage for the following options:
  • Change Due Date
  • Close: When an invoice is closed manually by a Manager, there are 3 options:
    • Check the box that says Charge for the remaining balance now and the user will be charged. If the charge is successful (and not pending/processing, as is the case with ACH payments - see below), the invoice will be closed.
    • Add a reason for closing and check the box that says Void Remaining Items on Invoice and every unpaid item on the invoice will be voided, and the invoice will be closed.
    • Add a reason for closing and do not check the box that says Void Remaining Items on Invoice. In order to get the invoice balance to $0 without the user paying or voiding anything, the software adds a line item on the invoice for a credit, called a Credit Memo, for the remaining owed balance to the invoice.
  • Void: Option for individual line items in the invoice that are unpaid
  • Refund: Issue a full or partial refund for items on the invoice that have been paid.

Device List/Management: This is only displayed if your space is using Meraki WiFi integration.

• Device: Member’s device name(s).
• Last Usage: Last date/time the device was seen on the network.
• Actions: Remove - you’d use this option if the member no longer has the device.

Remove Member: This should only be used in the case of a truly incorrect member profile.

• Removal will result in all data related to the member being deleted from your site.
• We highly recommend downgrading the member to a Community Member so you can continue to communicate with your member through Mailchimp and retain their information if they choose to upgrade their membership again.
• Reservations made under this member’s account will not be automatically removed.