All Articles
229 articles
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Configure Doors
Configure Doors Navigate to Manage Doors > Manage Settings If the door has already been created, click on the name of the door to edit these settings. Create a Name for your door. The name will be what your members see on their keys and should reflect the door's location, or room name. Channel Assignment can generally be left as they are. Channels will be listed as numbers 0-3. If you have only two doors,…
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Door Controller Setup
Set your door schedules, give members key access, create other parameters around location, add geofencing, manage notifications for propped open doors, color code your keys, and more. From the dashboard, navigate to Manage Remote Devices > Access Select the controller you want to edit If you would like to rename the controller to indicate its physical location, you can do so under Device Name. You will see 4 doors listed on your controller. If…
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Setting Door Schedules and Managing Door Access by Membership-type / User Group
Set your door schedule for your building and create custom door access for members with different memberships. Keys will only appear if the membership has been given a schedule for door access and they are within proximity of your building. If the member's payment has failed and they have been set back to the default membership, the system will automatically remove access from their account. Setting General (Open/Closed) Door Schedules Navigate to Manage Doors >…
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Configuring Door Schedules
Proximity currently offers access control via our proprietary hardware, Proximity Open, or through integrations with Brivo, SALTO, and Kisi (beta). Set your schedule for your regular hours, create exceptions for holidays, and give your members access specific to their Membership. Setting Your Door Unlock Schedule (excluding SALTO) From the dashboard, navigate to Manage Doors > Schedules . You can set a different schedule for each door. Click Edit Schedule and Member Access to set the…
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Where to Order Proximity Open Door Controller
***AVAILABILITY SUBJECT TO CHANGE, AVAILABLE FOR BACKORDER*** Proximity Open controls your doors and is kind of like magic! Order your door controller through the Proximity Platform to allow your members to gain access to your space with Proximity Mobile, the mobile apps for both iOS and Android. From the dashboard, navigate to Order . You’ll be directed to our online marketplace. Once in the marketplace click on Door Hardware and then Proximity Open Controller (…
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Create and Manage Reservable Resources
Now that you have added Categories , you can create your Reservable Resources. These could be conference rooms, phone booths, event space, etc. - anything at your space that you'd like your members to be able to reserve and use by the hour. Jump to: Create Reservable Resources Customizing Membership Parameters for Reservable Resources Hiding/Deleting Reservable Resources Looking to manage Free Time? Reservable Resource Free Time Creating Reservable Resources From the dashboard, navigate to Manage…
https://docs.proximity.space/articles/create-reservable-resources
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Resource Categories
Use this setting to group your Reservable Resources into categories like Conference Rooms, Event Space, or sort the resources by floor or area. By grouping your resources into categories, you can also give your members a pool of free time to be shared across the category instead of giving free time per resource. Create New Resource Category From the dashboard, navigate to Manage Reservations > Categories > New Resource Category . Title : Example: Conference…
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Nomad Settings
Proximity Nomad is no longer accepting new members at this time. The Proximity Network is the fastest growing coworking and travel network in the world. If you’re looking to fill unused desks, meet new people and connect to a network of like-minded coworking spaces, you’ve found the right place! Not only does Proximity Nomad bring you drop-ins, you get to choose what you get paid. To set up your space to accept Nomads, you will…
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Member Benefits
Member Benefits are the perks associated with your memberships, such as discounts at local businesses and the amenities you offer to your members. These benefits can be for all memberships or can be for only certain memberships. All benefits will display to the public which makes this feature a great marketing tool. After adding any member benefits, members will see a new Benefits tab at the top of your site. Add New Benefit From the…
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Creating and Managing Add-ons
Add-ons are a great way to bill a member for something that is added to their membership. This could be something recurring like a sit-stand desk that you’d bill every month or something that happens one time like adding a door logo. Another great example of an add-on is a Default Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Default membership, the Default Member can still…
https://docs.proximity.space/articles/creating-and-managing-add-ons
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Creating and Managing Memberships
Memberships are the way you set up levels such as: Dedicated Desk, 24/7 Access, Hot Desk, or Punch Passes. Door Access and Reservable Resource free time are associated with Memberships so keep that in mind when setting up your different types. Create Memberships From the dashboard, navigate to Manage Members > Memberships Types . Click the New Membership/User Group button. Basics Name Membership Category : This will be used in your revenue reports Description Marketing…
https://docs.proximity.space/articles/creating-and-managing-membership-types
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What are Owners and Managers? How do I add another admin to our space?
Owners and Managers have administrative permissions. Only Owners can add other Owners or Managers to the platform. Owners also have the ability to hide revenue reports from Managers. Managers receive email notifications about reservations and new activity, and text messages from Proximity Wave for tour requests, while Owners do not. You can be both an Owner & Manager. Make Someone an Admin From the dashboard, navigate to Manage Members > Member List . Select the…
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How to Edit Members (and Membership Changes)
Review and edit membership details, add notes, create custom charges, or give administrative access to members. Making a Membership change? Skip to section From the dashboard, navigate to Manage Members > Member List . Use the search and filter tools to find a member. Click on their name or click Edit to view the member’s information. View Profile View the member's public profile from here. Edit Profile Navigate to View Profile > Edit Profile .…
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How can someone become a member of my space? (What is a Community Member?)
The Default Membership The Community Membership is your default membership. The name of this default membership can be changed, but it will be noted in blue that it is the default membership type. Anyone who registers with Proximity through your site automatically becomes a default Community Member. Once they become a Community Member, they can upgrade to any other paid Membership. If their membership expires, they will be downgraded back to a default Community Member. …
https://docs.proximity.space/articles/how-can-someone-become-a-member-of-my-space
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Member List
Review your members, their Memberships, and contact information. From the dashboard, navigate to Manage Members > Member List . Use the search field to look up members by name, email address, or custom field information. There are drop-downs to the right of the search box used to filter by Membership type and the Status of the memberships displayed in the list, as well as "Has Punches" or "Delinquent" On the right, you’ll see a button…
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Dashboard
The Dashboard is designed so you can quickly see important information for your space. Gross Revenue : Shows your revenue before any deductions. If you'd like to see the adjusted gross income, you can follow the link to your Revenue report and download as a CSV. Total Members: The total amount of members in your space, including members with the default membership type. Active Members: See how active members are defined . Active members are…
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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: *Attach Payment Source (Settings > Payment Sources) *Connect Stripe account (Settings > Integrations) *Configure Email (Settings > Email) Agree to Terms Add Your Logo Add Operation Hours (Settings >…
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Help Desk
If you run into any challenges or questions that you can’t find answers to, you can get help from a Proximity teammate through our help desk which is powered by Intercom. Open the help channel from the Intercom chat bubble icon found at the bottom right of the Proximity Platform. From the Intercom pop-out, you can start a conversation with our Support Team by selecting New Conversation . We will work to get you an…
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Supported Browsers
Proximity recommends a modern browser like Chrome, Safari, Firefox or Edge. Internet Explorer is no longer supported.
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In-App Help Desk
The Proximity Platform Help Desk is your first stop if you get stuck, want to learn about features, or just have a laugh with us by watching our Help Videos. The Help Desk will be open when you first visit the Proximity Platform. The Help Desk is visible from any management page whenever you’re logged into the Proximity Platform as a Owner or Manager. Toggle the Help Desk by clicking the ? icon next to…