Onboarding Checklist for Coworking Spaces

This document applies to: Coworking

All the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line "hamburger icon" in the top left corner of your Proximity portal homepage once you are logged in.

Minimum steps recommended when getting started:

1. *Attach Payment Source (Settings > Payment Sources)  
2. *Connect Stripe account (Settings > Integrations)
3. *Configure Email (Settings > Email)
4. Agree to Terms
5. Add Your Logo
6. Add Operation Hours (Settings > General)
7. Set up Membership Levels
8. Set up Resource Categories
9. Set up Meeting Spaces
10. Linking Your Proximity Site

*Required to Activate. 

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Linking Your Proximity Site

• Read how to "link" your Primary Website and Proximity HERE

Manage Members Tab

• Create Membership Types 
  • How to set up a shared membership
• Create Add-ons
• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources
• Customize Membership Parameters 
• Create Resource Categories 

Manage Doors Tab (if using Door Integration)

• Set up door schedules & membership key access (Manage Doors > Schedules > Edit Member Access)
• For Salto
• For Brivo
• For Proximity
  

Settings Tab

• Discounts
• Create membership and reservable resources discounts
• General 
• Check all applicable boxes  
• Set hours of operation 
• Add policies (Terms of Service & cancelation policy)
• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos - one light and one dark background
  • Colors - two brand colors for buttons
  • Photo Gallery - on the homepage
  • Site content - my membership page description, lead paragraph for the login screen, resource booking description, custom text for invoices
• Emails
  • (Settings > Emails)
  • Configure and verify the email you wish to use
  • Customize the "New Membership" Email 
    • This is the email that users will receive after they register for an account for the first time and become assigned to the default membership type ("Community Member). Here is a template you can use to get started!
  • Customize the "Membership Change" Email by membership type (Optional) 
    • This is the customized email that users will receive when they upgrade to a non-default membership type. Note: If you change the membership for the member on the backend, they will not receive the Membership Change Email.
    • This email can be deactivated if desired.

Customize your Proximity Site URL 

• This step will change your domain from spacename.proximity.space to members.spacename.com
• Get started here - Custom Space Domains
• Reach out via Chat, hello@beinproximity.com or your Product Specialist to complete this process.

Verify your email sending domain

• This step will verify the domain attached to your email address in (Settings > Emails); when automated emails are sent from the platform to your members they will come from this email address. It's recommended to use an email like noreply@companydomain.com; members should not be replying to this email address. 
• Get started here - Email Verification

Optional Integrations: 

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online
  • Looking for Brivo, Salto, or Kisi? Reach out to Support to enable this integration.

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Need us to import your members? Let your Product Specialist know.