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Sending Sign-up (Join) Links

You can send sign-up (Join) links to any membership/user group by navigating to your dashboard > Manage Members/Users > Memberships/User Groups. Select the membership/user group and scroll down to Join Link. Copy and paste this link. You can use this link for hidden or visible memberships/user groups and anyone with access to the link can use it to sign up.

https://docs.proximity.space/articles/sending-sign-up-join-links

How do I hide the details of a calendar booking from the public?

Privacy for bookings can be set on each individual Reservable Resource. Navigate to Manager Reservations > Reservable Resources. Click on the Resource. Scroll to the Private Meetings Section and select Optional or Mandatory. To allow members to choose whether their booking is private, select Optional. To force all meetings to be private, select Mandatory. Keep in mind that space managers and owners will still be able to see the details of the booking.

https://docs.proximity.space/articles/how-do-i-hide-the-details-of-a-calendar-booking-from-the-public

Kisi (beta) Integration

Proximity now integrates with Kisi access control. This integration allows space owners and managers to leverage Kisi hardware with the Proximity software platform. Door schedules, access, user groups and users can be managed from the Proximity platform and kept in sync with Kisi. Members of the Proximity platform will use the Proximity mobile or web apps to unlock doors when access is granted via their membership type, resource reservation or directly granted to the member.…

https://docs.proximity.space/articles/draft-kisi-beta-integration

Billing for Workspace Access

Do you have workspaces that you wish to monetize? Maybe you have underutilized conference rooms or offices in your building that you wish to make available to non-employees. With Proximity you can set hourly, daily, and monthly rates for workspace that you make available to External user groups. Prerequisites You must have Stripe connected in order to create External user groups and collect payment. You can connect Stripe by going to Settings > Integrations The…

https://docs.proximity.space/articles/charging-for-workspace-access

SSO/Directory Sync

Proximity's SSO offering enables authentication via an organization’s Identity Provider (IdP) Okta Azure Google Auth0 OneLogin ADFS Jump Cloud PingFederate OpenID CyberArk Shibboleth VMWare Duo and more... In addition to the above list we are compatible with any IdP and support both the SAML and OIDC protocols. Directory Sync: Organizations can implement user lifecycle management via our Directory Sync offering by allowing IT admins to provision and de-provision users and user groups from their directory…

https://docs.proximity.space/articles/ssodirectory-sync

What does each Status mean?

Proximity offers the following Status options for Membership/User Group Types: Active - this is the most used Status and forces action on the Renewal Date Pending Cancellation - this chooses a future Cancellation date and does not bill the member again Pending Pause - this chooses a future Pause date and does not bill the member again Paused - this will pause a membership right away (more info about pausing here ) Bonus Status only…

https://docs.proximity.space/articles/what-does-each-status-mean

Blackout Dates for Reservable Resources

Blackout Dates for Reservable Resources To set up a blackout date for your reservable resource, navigate to your resource list and hover over the ••• to the right of the resource. Choose Blackouts. Select the days of the week you would like to block, and optionally set a start and/or end date. To block an entire range of dates, set a start and end time and block all days of the week.

https://docs.proximity.space/articles/blackout-dates-for-reservable-resources

Top FAQs from Proximity Coworking Owners/Space Managers

Monthly billing failed for my Member and now they are (Status) Delinquent. What do I do? The short answer - nothing! It’s important to remember that monthly billing takes place on the Renewal Date for members, and the system will automatically attempt to collect payment 4 times. While this is taking place, your member received an email (check the Notifications tab) that their payment failed. You're welcome to also remind them. However, it is not…

https://docs.proximity.space/articles/top-faqs-from-proximity-coworking-ownersspace-managers

I processed a refund in Stripe and my member never got it

You processed a refund in Stripe, and your Member never got it. What happened? The number 1 rule of Proximity is DO NOT REFUND YOUR MEMBERS IN STRIPE! Since you connect your Stripe account to Proximity via Stripe Connect, when you refund through Stripe, the refund goes back to Proximity, not your member. That's why we've made it easy for you to refund via the Proximity platform and the refund goes straight to your…

https://docs.proximity.space/articles/i-processed-a-refund-in-stripe-and-my-member-never-got-it

I made a change to a Members account and they were still billed

You made a change to a members account and they were still billed. What happened? We see this happen when a Space Owner/Manager forgets to click the Save button before navigating to another tab or making a note. When changing a Membership or Renewal Date, it is important that you click the Save button before you take additional action. You can confirm that the change was made since your action will appear in the Notes…

https://docs.proximity.space/articles/i-made-a-change-to-a-members-account-and-they-were-still-billed

PowerBx ASTRO User Guide

Click here to download the Astro Tablet Spec Sheet Panorama ASTRO LED behavior Outside Green when available Red when in use Blue at about 15 minutes from the end of the reservation Yellow when available, but a reservation starts in 15 min or less Inside Blue when available Green when in use Yellow when about 15 minutes from end of reservation Red at about 5 minutes from end Getting Back to "Home" Double-press the…

https://docs.proximity.space/articles/powerbx-astro-user-guide

Linking Your Proximity Site

Now that your Proximity site is built out, it is time to link it to your website. Use the URL format below to "link" your Primary Website and Proximity. Use these links in your navigation menu or turn them into a button, anywhere on your website. Have you setup a Custom Domain ? While not required, it is preferable by many and is recommended to complete before proceeding. Login Standard : https:// {mysubdomain} .proximity.app/login Custom…

https://docs.proximity.space/articles/linking-your-proximity-site

How to Migrate your Legacy SSL

Recent upgrades to Proximity's infrastructure revamped the way we create and manage SSLs and route internet traffic for your space. To take advantage of these upgrades, which provide extra security to the traffic at your site, you'll need to change some settings on your custom domain. This is about a 15-minute process and will cause no downtime for you or your members. To prepare for this migration, you will need access to the service that…

https://docs.proximity.space/articles/how-to-migrate-your-legacy-ssl

How do I make a reservation further than 365 days out?

So here’s what needs to be done to be able to book more than 365 days out: 1. The member booking needs to have manager privileges. 2. The member also needs to have a membership type that allows booking more than 365 days out. 3. The resource needs to allow bookings more than 365 days out.

https://docs.proximity.space/articles/how-do-i-make-a-reservation-further-than-365-days-out

Guidelines for Floor Plans

Floor plans come in a variety of forms. Some only consist of single lines, some contain technical information and others are even hand-drawn. To ensure that you get a satisfactory result when your floor plan is added to your Proximity site, please follow these recommended guidelines. SCALE BAR OR DIMENSIONED WALLS Make sure that the floor plan you want to upload has a scale bar or walls labeled with dimensions. This allows us to scale…

https://docs.proximity.space/articles/guidelines-for-floor-plans

Add and Manage Users

Add User Manually Navigate to Manage Users > User List Click the + User User button on the top-right. Enter an Email, First Name, and Last Name , followed by which User Group you wish to place them in. Mass User Import Your Product Specialist will be able to import a spreadsheet of Users you wish to import. Ensure all users are listed accurately on a spreadsheet ( DOWNLOAD Sample Spreadsheet ) Full Name Email:…

https://docs.proximity.space/articles/add-and-manage-users

Onboarding Checklist for Workplace

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 you complete the following steps in sequences when you are first getting started: Send Floor Plans to Your Product Specialist See Recommended Guidelines Add a New Admin to Your Space Create and Manage…

https://docs.proximity.space/articles/onboarding-checklist-workplace

Payment Source Delegation

Enable Users to bill Workspace reservations to a single Payment Source through Payment Source Delegation. Example: Jane manages a team of 3 (Joe, Josh, John), rather than requiring each one of them to have a payment source on file to make workspace reservations, she can delegate her payment source as the default payment method for Joe, Josh, and John. All invoices will then go to Jane. Before a Payment Source can be delegated to other…

https://docs.proximity.space/articles/payment-source-delegation-proximity-for-workplace

Shared Membership vs. Team

The table below outlines the difference between Shared Memberships and Proximity Team . In both scenarios, one individual/company is billed for all memberships and auxiliary costs such as add-ons, reservations, and custom charges. Shared Memberships Proximity Team Best for shared offices and small teams/companies within the same same coworking space Best for large teams/companies, multiple membership types billed under one individual or company, and distributed teams working in multiple spaces in the Proximity…

https://docs.proximity.space/articles/shared-membership-vs-team

Meraki License Renewal Questions

All current Cisco Meraki products require valid licensing to operate. This article describes how Cisco Meraki Co-Termination licensing operates and applies to an organization. All licensing-related operations can be performed from the Organization > Configure > License Info page. Co-Termination The Cisco Meraki Co-Termination licensing model works on the basis of co-termination, which means that for any given organization, regardless of how many licenses were applied or when they were applied, the license expiration date…

https://docs.proximity.space/articles/meraki-license-renewal-questions