All Articles
229 articles
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Panorama App (formerly Room View)
Panorama (formerly Room View) is your window into Proximity. Enhance the convenience for your users and visitors by allowing them to see reservations at a glance, effortlessly check in to conference rooms, access guest WiFi details, and manage their reservations directly from the room. They can easily end or extend their reservations without any hassle. The Panorama app is included with every Proximity subscription. Mount an display equipped with Panorama to the wall near your…
https://docs.proximity.space/articles/proximity-room-view-app
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Reservation Density Report
The Reservation Density Report can be used to find an hourly overview of how much your resources are being used within a certain timeframe. This can help you find out the busiest and least busy hours of the day for your resources. Navigate to Reports > Reservation Density . Select the year. Select the week. If you have more than one building or floor, you can filter by one or more of those options. (Workplace…
https://docs.proximity.space/articles/reservation-density-report
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How to Filter the General Ledger Using Google Sheets
Filtering the general ledger allows you to easily see multiple accounts and sub accounts within Proximity - such as all of your processing fees in a given time period, all of your custom charges, all of the processing fees collected from members, and more. The following article will explain how to do this using Google Sheets. Download the Ledger as a CSV Navigate to Reports > Ledger Export . Choose the time period. Select Download…
https://docs.proximity.space/articles/how-to-filter-the-general-ledger
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Resource Capacity Utilization Report
This report provides a breakdown of the most common sizes of reservations during a timeframe. This information can be used to make decisions on how to best utilize your space and conference rooms. Navigate to Reports > Resource Capacity Utilization . Select the date range. Select the buildings/floors and resource types, or leave these fields blank to look at all resources across your spaces. Select Run Report . Please Note The Resource Capacity Utilization report…
https://docs.proximity.space/articles/resource-capacity-utilization-report
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Rent Roll Report
This report contains assignments that were active during the time period that is selected. It is helpful for understanding what workspaces are booked full-time during any given period. This report is only available to workplaces that have External user groups . Using the Rent Roll Report Navigate to Reports > Rent Roll . Select the time period to run the report. The report can be downloaded as a CSV using the button in the top…
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Resource Usage Report
The resource usage report shows an overview of the resource usage percentages based on selected dates, times, and categories. Navigate to Reports > Resource Usage . Select the date range. Select the start and end times. Select the resource types. Select Run Report . The percentage shown is the percentage of time that the resource was used within the date period and time period selected. *Ad Hoc: A meeting reserved within 15 minutes of the…
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Upload Documents to Member Accounts
Uploading documents such as lease agreements, parking addendums, etc. is super simple. Members are not able to view the documents you upload to their profile. Navigate to Manage Members > Member List > Select your member's account. From here, navigate to the Documents tab. Documents can be uploaded in the following formats: gif, jpeg, png, webp, pdf, doc, docx, xls, xlsx To view a document, select Download . To remove a document, select Remove .
https://docs.proximity.space/articles/upload-documents-to-member-accounts
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Membership Parameters Training Video
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https://docs.proximity.space/articles/membership-parameters-training-video
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Branding and Content Training Video
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https://docs.proximity.space/articles/branding-and-content-training-video
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Deposits and Sign-up Fees Training Videos
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https://docs.proximity.space/articles/deposits-and-sign-up-fees-training-videos
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Billing and Invoicing Training Video
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https://docs.proximity.space/articles/billing-and-invoicing-training-video
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How can I view all of the custom charges from my space?
There are two ways to view all of the Custom Charges from a certain time period using your Reports. In order to get an itemized list of all of your Custom Charges from a certain time period, you may use your User Invoices Report or sort your Ledger Export report. User Invoices Navigate to Reports > User Invoices . Choose the time period. Download the CSV file. Sort the spreadsheet by Itemizable Type. Ledger Export…
https://docs.proximity.space/articles/how-can-i-view-all-of-the-custom-charges-from-my-space
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Cancellation Report
See a report of all members with recurring memberships or assignments with upcoming cancellation dates! To view this report, navigate to Reports > Cancellation Report . Please note: This report will not show members with non-recurring memberships or punch passes.
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SALTO Integration
Proximity now integrates with SALTO lock systems and SALTO door controllers. This integration allows space owners and managers to leverage SALTO hardware with the Proximity software platform. SALTO locks and IQs will be hardwired to internet then communicate wirelessly via bluetooth to unlock/lock the doors. Looking for Troubleshooting? Skip to section If you have SALTO locks: Proximity's integration works directly with SALTO locks. To use this integration, you'll also need SALTO IQ installed. One IQ…
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Brand and Content - Workplace
Customize the Proximity Platform to fit your brand by adding your logos, colors, and images. Branding Tab From the dashboard, navigate to Settings > Brand and Content. Under the Branding tab: Add your branded images. Add your Logo with a light background and dark background. If you don’t have a logo with a dark background, a .PNG with a transparent background will work. Add your Favicon, which is the icon that is shown in a web…
https://docs.proximity.space/articles/brand-and-content-campus
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Manage Amenities
Bring more attention to your space by listing the amenities that are available. Amenities are listed on the home page of your site under your welcome message. Add Amenities to your Space Navigate to Settings > Amenities . Select an amenity from the drop-down list to get started. Cost : If there is an additional charge for the amenity, this will be noted by a ($) on the amenity. Additional Information : This will show…
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Add and Manage Perks
Show your current and potential users what they get for joining. Each benefit includes space for a photo and a description of the perk offered, and once a user has joined, they are shown instructions on how to receive that benefit. An example could be 10% off at a neighborhood coffee shop, free business cards from a designer in your space, or access to a speakeasy down the road. Perks can be found in the…
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Create and Manage User Groups or Membership Type (Workplace/Inventory)
Your user groups are the different teams of people that will use your space. Examples of user groups can be your legal team, remote workers, design team, support team, and more. User groups are either internal, the users that work for your company and do not pay for access to your workspaces or resources. Or user groups are external, meaning they do not belong to your company and you can set a price for the…
https://docs.proximity.space/articles/create-and-manage-user-groups
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General Settings for Workplace
Customize the Platform to match the needs of your space. Set your legal agreements and emergency settings. From the dashboard, navigate to Settings > General . Space Options Allow managers to see revenue?: Check this box if you'd like space managers to be able to see revenue within reports and your dashboard. Please note: managers will always be able to see individual invoices. Allow users to sign up and manage their group : Check…
https://docs.proximity.space/articles/general-settings-campus
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Add a Reservation or Assignment for a User
Adding a Reservation (Non-renewing) Navigate to Manage Users > User List, select the user, navigate to the Resource Reservations tab. Click + Add Reservation to create a reservation Select the workspace. Choose the date by selecting the date on the calendar or by using the arrows next to the date. By the Hour or By the Day : How do you want the user to reserve the workspace (and/or be billed)? If you choose B…
https://docs.proximity.space/articles/add-a-reservation-for-a-user