All Articles

229 articles

• Door Controller Buy-Back Program

  If you've purchased a Proximity Open door controller and are no longer in need of the door controller or are no longer using Proximity's software, we have a program to buy back the used door controller. Buy-Back Program Contact Support to initiate the buy-back by either the live-chat or by emailing hello@beinproximity.com Proximity will provide the shipping labels, at our cost, for the door controllers. Be sure to pack the controller securely, we will not…

  https://docs.proximity.space/articles/door-controller-buy-back-program

• QuickBooks Online Integration

  Connect your QuickBooks Online Account to Proximity Click here to learn more about Quickbooks Online.  From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab. Select Connect to QuickBooks Online . This will bring you to QuickBooks Online. Log in to your QuickBooks Online account. Select the Company  from the drop-down menu. Select Connect . Once connected, you will be directed back to your Proximity site to configure the QuickBooks Online integration…

  https://docs.proximity.space/articles/quickbooks-integration

• Returning or Deducting a Deposit

  Marking a Deposit as Returned Navigate to the member's/user's Billing tab. Hover over Billing Actions  and select View Deposits. Select Return/Deduct Enter the amount that was returned to the member.  Select Save Adjustment. Select Done. Please note:  This does not return the funds to the member - it simply notes that the deposit has been returned to the member. Proximity cannot refund deposits due to limitations within Stripe/banks. You will need to refund the member…

  https://docs.proximity.space/articles/returning-or-deducting-a-deposit

• Taking a Manual Deposit

  Sometimes a deposit is  not automatically billed . This can happen when a space operator changes an existing member's membership on the backend. You can now collect a manual deposit for a membership. Collecting a Deposit Manually Navigate to the member's Billing tab. Hover over Billing Actions   and select Take Deposit. Enter the deposit amount and select Take Deposit. Please note:  This will bill the member's default payment source immediately. The deposit cannot be…

  https://docs.proximity.space/articles/charging-a-manual-deposit

• How to Change a Member's Email Address if the Email is Already in Use

  Once an account is created, it's created on the entire Proximity Network, so if a member registers for an account before signing up, it'll make that email address unusable because an account has already been created on the network with that address. Once you change the email address to something unusable, it will free up that email address on the Proximity Network. Add the Correct Email to your Member List If the member with the…

  https://docs.proximity.space/articles/how-to-change-a-members-email-address-if-the-email-is-already-in-use

• Add a New Admin to Your Space

  This article has been superseded by What are Owners and Managers? How do I add another admin to our space?

  https://docs.proximity.space/articles/add-a-new-admin-to-your-space

• What is Proximity Open?

  Proximity Open is the proprietary hardware integration we use to allow access to your doors. With the Proximity Open integration, you can set schedules for your doors to remain open/closed, set schedules for your memberships in which your members can access their keys during those times, set exceptions to your schedules for events or holidays, allow members to access keys for reservations, remotely access your space as an admin, and more. In order to use…

  https://docs.proximity.space/articles/what-is-proximity-open

• Compatible Door Locks

  Compatible Door Locks.pdf

  https://docs.proximity.space/articles/compatible-door-locks

• Add and Manage Buildings/Sites

  If your workplace has multiple buildings managed under this space you can add them here. Add a Building/Site Navigate to Manage Resources > Buildings/Sites  > Add Building/Site . Name Address (it can be the same as your main building if the address does not differ.) Add Floor Select the floor to edit the Name  of the floor or delete the floor. Floors are in order from top (highest floor) -> bottom. Select Save . Note…

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

• Add and Manage Resources (Workspaces)

  Resources are what your users can reserve in your space. This might be a desk, group table, office, suite, or even a reservable space like a conference room or phone booth. From here, you'll be able to add amenities that can be included with the cost of the reservation or for an additional cost. You will be able to set the availability and price by the hour, day, or month. Add a Resource Navigate to…

  https://docs.proximity.space/articles/add-a-workspace

• Cancel or Change my Reservation

  Once logged in from a web browser, click the drop-down menu located next to your avatar in the top right-hand corner of the page and choose "My Reservations". This will allow you to Cancel  your reservation. If you would like to edit your reservation rather than Cancel it, please reach out to your Space Owner/Space Manager for assistance prior to the scheduled start. 

  https://docs.proximity.space/articles/cancel-or-change-my-reservation-member-use

• How to Remove a Member/User

  This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the member's account.  To remove a member, look for the subtle Remove Member/User button below the notes on the Membership tab (General Info page for Workplace) of a member's account. Please note: Removing a member from your site does not result…

  https://docs.proximity.space/articles/how-to-remove-a-member

• Network Authorization (RADIUS)

  This report will only apply to spaces that use the RADIUS internet integration. This report can be used to see if a member was able to successfully get online. Requests Username: Member's email Reply: If the user was able to get online (green access-accept = yes, red access-deny = no.) Date Please note: If a network client is attempting to join the network with a username that is not a valid email of a current…

  https://docs.proximity.space/articles/network-authorization-radius

• How can I create a full and half day reservable resource?

  Currently you cannot automatically offer full or half-day reservations. As a workaround: To offer full/half-day reservations, you will need to: Create a new resource by navigating to Manage Reservations > Reservable Resources > New Reservable Resource . Fill out all of the fields, noting that the most important fields are: Price   - you will need to divide the total price by the amount of total hours. If the Resource costs $100 for an 8-hour…

  https://docs.proximity.space/articles/how-can-i-create-a-full-and-half-day-reservable-resource

• Download Proximity Mobile App

  App for iOS (Apple) App for Android (Google)

  https://docs.proximity.space/articles/links-to-download-proximity-app

• Hide a profile in the Member Directory

  As a Member of a space, if you do not wish to have your profile visible in the Member Directory, we've got you covered. You'll simply need to  Log In to your account and navigate to your avatar drop-down menu on the top right side of the page.  Click My Profile --> Edit Profile and uncheck the box that says " List my profile in the directory"  Make sure you scroll to the bottom of…

  https://docs.proximity.space/articles/hide-my-profile-in-the-directory-member-use

• Day Passes and Non-Recurring Memberships

  Day Passes (or non recurring memberships) work slightly differently than recurring memberships so you may be wondering, "How can a member use a day pass?" And respectively, "How will I get paid for a member using a day pass?"  Purchasing a Day Pass A member can purchase a day pass one of 2 ways: By navigating to See Memberships on the landing page of your site and selecting your day pass membership. By clicking on…

  https://docs.proximity.space/articles/day-passes-and-non-recurring-memberships

• Connect SALTO KS and Activate IQs

  Before you begin the integration, make sure you connect with Proximity Support and ask them to enable this Beta feature for you.  Click the "Connect to SALTO KS" button on the "Integrations" page. Log in to the SALTO KS Identity server using a "Site Admin" account created in the SALTO KS site. We recommend creating an account specifically for the Proximity Platform to access the SALTO KS API. This user needs to have a valid…

  https://docs.proximity.space/articles/connect-salto-ks-and-activate-iqs

• Edit my Profile

  By navigating to the avatar drop-down menu on the top right of the page > My Profile > Edit Profile you will be able to: Add an avatar Create a custom profile link List your name and company  (if your space uses Wave - you will be able to get notified of visitors) List your profile in the Member Directory (can be found at Members at the top of page) Edit your name Add your…

  https://docs.proximity.space/articles/edit-my-profile-member-use

• Edit a Member or User Profile

  Depending on the Proximity platform, the term "member" and "user" are used interchangeably. In this instance, coworking = member, workplace = user. Coworking: By navigating to Manage Members  > Member List > Select the member >  Edit Profile   Workplace:  By navigating to Manage Users > Users List > Select the user >  Edit Profile   From here, you will be able to: Edit a member's name Add a birthday Edit contact information: including editing…

  https://docs.proximity.space/articles/edit-a-members-profile