History for "Onboarding Checklist for Coworking Spaces"

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.

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

• 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

• 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
    

• 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)

• 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@proximity.space,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.

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

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)*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.

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

• 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

• 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
    

• 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)

• 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@proximity.space, 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.

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

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.

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

• 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

• 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
    

• 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)

• 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)
  • 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@proximity.space, 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.

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

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate.

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

• 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

• 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
    

• 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)

• 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)
  • 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 - https://docs.proximity.space/articles/custom-space-domainsCustom Space Domains
• Reach out via Chat, hello@proximity.space, 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 - https://docs.proximity.space/articles/email-verificationEmail 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.

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

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate. 

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)
  • 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 - https://docs.proximity.space/articles/custom-space-domains
• Reach out via Chat, hello@proximity.space, 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 - https://docs.proximity.space/articles/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.

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

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate. 

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)
  • 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 - https://docs.proximity.space/articles/custom-space-domains
• Reach out via Chat, hello@proximity.space, 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 - https://docs.proximity.space/articles/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.

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

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate.

Linking Your Proximity Site

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

• 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

• 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

• 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
    

• 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)

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies (Terms of Service & cancelation policy)

• AmenitiesAmenities
  • Create amenities to display on your homepage
• Brand & ContentBrand & 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
• EmailsEmails
  • (Settings > Emails)
  • 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 siteSite URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com
• Get started here - https://docs.proximity.space/articles/custom-space-domains
• Reach out via Chat, hello@proximity.space, or your Product Specialist to complete this process.

Verify your email sending domain - Click here for instructions

• 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.

• 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 - https://docs.proximity.space/articles/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.

Once you complete this checklist, you’ll be ready to sign up members!

Need us to importimport your members? Let your members for you? Just let your onboarding specialistProduct Specialist know.@

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate.

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

• 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

• 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
    

• 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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

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.

Once you complete this checklist, you’ll be ready to sign up members!

Need us to import your members for you? Just let your onboarding specialist know.

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate.

Linking Your PorixmityProximity 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

• 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

• 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
    

• 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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

Need us to import your members for you? Just let your onboarding specialist know.

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. *Agree to Terms
4. Add Your Logo
5. Add Operation Hours (Settings > General)
6. Set up Membership Levels
7. Set up Resource Categories
8. Set up Meeting Spaces
9. Linking Your Proximity Site

*Required to Activate.

Linking Your Porixmity 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

• 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

• 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
    

• 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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

Need us to import your members for you? Just let your onboarding specialist know.

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.

We recommend completing the followingMinimum steps recommended when getting started:

*Attach Payment Source (Settings > Payment Sources)

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

*Required to Activate.

*Connect Stripe account (Settings > Integrations)

*Required to Activate.

Onboarding Checklist

Manage Members Tab

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

Manage MembersReservations Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage ReservationsDoors Tab (

if using Door Integration)

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Set up door schedules & membership key access

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

Manage DoorsSettings Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

Need us to import your members for you? Just let your onboarding specialist know.

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.

What do these symbols mean in this checklist?
💥 = These

We recommend completing the following steps are required for yourwhen getting started:

*Attach Payment Source (Settings > Payment Sources)

*Connect Stripe account (Settings > Integrations)

*Required to activate after your trial period ends

-------------------Activate.

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

Need us to import your members for you? Just let your onboarding specialist know.

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.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.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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.
      
      

  • 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 - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (Manage Doors > Schedules > Edit Member Access)

  • For Salto

  • For Brivo

  • For Proximity
    

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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)
  • 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.
      
      

Customize your Proximity site URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Customize your New Membership Email Optional Integrations:

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• 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

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up door schedules & membership key access (ignore if you don't have door access integration)

• (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)

• 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

Customize your Proximity site URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

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)

• 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

Customize your Proximity site URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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.

• 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.

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• 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
  • Logos - one light and one dark background
  • Colors - two brand colors for buttons
  • Photo Gallery - on the homepage
  • Site content
  • Site content - my membership page description, lead paragraph for the login screen, resource booking description, custom text for invoices

Customize your Proximity site URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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 it 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

• 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.

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members! 🎉

Need us to import your members for you? Just let your onboarding specialist know. 😊

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Reach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from spacename.proximity.space to members.spacename.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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 it 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

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

MY 6.13.22

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Click here for instructionsReach out to your onboarding specialist, or hello@proximity.space to request instructions.

• This step will change your domain from example.app.proximity.space to members.example.com

• This step will change your domain from spacename.proximity.space to members.spacename.com

Verify your domain - Click here for instructions

• 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 it 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

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

MY 3/29/226.13.22

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Click here for instructions

• This step will change your domain from example.app.proximity.space to members.example.com

• This step will change your domain from example.app.proximity.space to members.example.com

Verify your domain - Click here for instructions

• 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 it 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

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

MY 3/29/22
AB 3/20

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Click here for instructions

• This step will change your domain from example.app.proximity.space to members.example.com

• This step will change your domain from example.app.proximity.space to members.example.com

Verify your domain - Click here for instructions

• 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 it 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

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

MY 3/29/22
AB 3/20

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

• Set up membership key access (ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Click here for instructions

• This step will change your domain from example.app.proximity.space to members.example.com

• This step will change your domain from example.app.proximity.space to members.example.com

Verify your domain - Click here for instructions

• 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 it 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

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to sign up members!

MY 3/29/22
AB 3/20

All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage.

What do these symbols mean in this checklist?
💥 = These steps are required for your account to activate after your trial period ends

-------------------

Onboarding Checklist

• 💥***Attach Payment Source (Settings > Payment Sources)

• 💥***Connect Stripe account (Settings > Integrations)

Manage Members Tab

• Create Membership Types

  • How to set up a shared membership: https://docs.proximity.space/articles/shared-memberships

• Create Add-ons

• Add Member Benefits

Manage Reservations Tab

• Create Reservable Resources

• Customize Membership Parameters

• Create Resource Categories

Manage Doors Tab

• Set up membership key access(ignore if you don't have door access integration)

  • (Manage Doors > Schedules > Edit Member Access)

Settings Tab

• Discounts

  • Create membership and reservable resources discounts

• General

  • Check all applicable boxes

  • Set hours of operation

  • Add policies

• Amenities
  • Create amenities to display on your homepage
• Brand & Content
  • Logos
  • Colors
  • Photo Gallery
  • Site content

Customize your Proximity site URL - Click here for instructions

• This step will change your domain from example.app.proximity.space to members.example.com

Verify your domain - Click here for instructions

• 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 it 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

Customize your New Membership Email

• Go to (Settings > Emails > New Membership)

• This is the email that all new sign-ups will receive in their inbox. Here is a template you can use to get started!

Optional Integrations:

• Connect any of these integrations under (Settings > Integrations)
  • Zapier
  • Meraki
  • HubSpot
  • MailChimp
  • Google Calendar
  • Active Campaign
  • Quickbooks Online

Once you complete this checklist, you’ll be ready to start billingsign up members!

1. Add a Payment Source - required
2. Connect Stripe
3. Agree to Terms
4. Add your Logo
5. Add Operating Hours
6. Add Space Terms of Service
7. Set Up Memberships
8. Set Up Meeting Space
9. Import Members (if applicable)

Visit your dashboard to walk through each of these steps!

MY 3/29/22
AB 3/20

Once you complete this checklist, you’ll be ready to start billing!

1. Create Membership Types
2. Create Reservable Resources
3. Update Branding
4. Update New Member Email Language
5. Update General Settings
6. Connect to Stripe and Other Services
7. Add Payment Source
8. Add a Payment Source - required
9. Connect Stripe
10. Agree to Terms
11. Add your Logo
12. Add Operating Hours
13. Add Space Terms of Service
14. Set Up Membership Levels
15. Set Up Meeting Space
16. Import Members (if applicable)

Visit your dashboard to walk through each of these steps!

AB 3/20

Once you complete this checklist, you’ll be ready to start billing!

1. Create Membership Types
2. Create Reservable Resources
3. Update Branding
4. Update New Member Email Language
5. Update General Settings
6. Connect to Stripe and Other Services
7. Add Payment Source
8. Import Members