All Articles
229 articles
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Processing Fees for Transactions
USA ACH (Bank Account) - 1% Credit/Debit Card - 2.9% + $.30 per transaction Offline - $0 as of December 1, 2020 Canada Credit/Debit Card - 2.9% + $.30 per transaction Offline - $0 as of December 1, 2020 Australia 1.75% + $.30 per transaction New Zealand 2.9% + $.30 per transaction Follow this link for more information on pricing . Please note: Currently, ACH processing is only available in the USA. Follow this…
https://docs.proximity.space/articles/processing-fees-for-transactions
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How can I submit feedback to the Proximity developers?
It's easy! And we really want to hear from you. Feedback Site Our developers pay close attention to our Feedback site where you can search and read through feedback and upvote the responses. If you like a response, please upvote the response by selecting the upwards triangle to the left of the feedback. This will have a number next to it with the number of votes it's received so you can see how popular each…
https://docs.proximity.space/articles/how-can-i-submit-feedback-to-the-proximity-developers
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My Member's keys aren't working in their app
Troubleshooting for a Member's Keys not Working in the Proximity Mobile App: You'll want to make sure that the member has location services turned on and WiFi enabled. You'll want to make sure the member is logged in to the Proximity Mobile App with the correct account. Many members have multiple accounts within the Proximity Network, and may use multiple email addresses. You can check their account at your space, and compare that against the Settings page…
https://docs.proximity.space/articles/help-my-member-s-keys-aren-t-showing-in-their-app
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Handling Payment Disputes
Disputes occur when a member requests that their bank reverse a charge. There are a number of different reasons account holders can give the bank as to why they are disputing the charge, including suspected fraud or being denied a membership cancellation. Oftentimes, these reasons are different than what you might expect and are based on a member’s limited understanding of the dispute process. Don’t take it personally. Take the time to review every dispute,…
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How can I set a membership to end/expire?
If you would like a member's membership to expire on a certain date, Navigate to Manage Members > Membership List > select the member. Under the Membership tab, from the Status drop-down select Pending Cancellation The Renewal Date field will display "Cancellation Date" once you choose "Pending Cancellation" from the Status drop-down. The Cancellation Date that you select will be the date on which you'd like the membership to end. Scroll down to "…
https://docs.proximity.space/articles/how-can-i-set-a-membership-to-expire
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Creating and Managing Punch Pass Subscriptions
Punch pass subscriptions are great for limiting visits per Membership/User Group - say you have a monthly Membership that only receives 10 visits to the space per month. Using the punch pass subscription option, you can easily track and manage the visits the members has at the space and their access to the space. They are also great for members who want to consistently refill their punches. Follow this link for more information on punch…
https://docs.proximity.space/articles/creating-and-managing-punch-pass-subscriptions
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Granting Keys Directly to a Member
You can give members access to specific keys outside of their membership. Adding a key to this member will give them 24/7 access to that key until you remove the key, their membership is downgraded to Community Member or cancelled. If keys are granted directly to a Community Member, the member will not lose the keys granted until the keys are removed by a manager or owner. Note: This option only works if the member…
https://docs.proximity.space/articles/granting-keys-directly-to-a-member
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Use a Punch Pass (Member Use)
To access your keys for the day and/or activate and use your punch, you will need to activate your punch first. You can do this from the mobile app or from a web browser. Activate and Use a Punch This will grant you access for the duration of your punch. If you have key access, you will have to complete this step before accessing your keys. On the App: Use a punch to access your…
https://docs.proximity.space/articles/how-to-use-a-punch-pass-member-use
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How to set a perimeter (geofence) on my space so members can access their keys?
Space admins can access keys remotely from anywhere. For the safety of your space, members are limited to their access to a specific radius as defined in your door settings. To manage these settings, navigate to: Manage Remote Devices > Access, select the controller, then the door that you want to edit. Toggle on Restrict access by Location a nd set the distance of which you you want to restrict access. We recommend 200 feet. …
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How Active Members are Defined? (and How Do I Find Who is Active)?
Looking for who is an Active Member? From the Dashboard, locate the Active Member box and click " View ". In the Proximity platform, A ctive Members are defined as: A member with a recurring membership that is non-default (not a default Community Member) Any person assigned Proximity keys to your coworking space, including free community members A person who has a recurring punch pass or redeems a punch in a given month A…
https://docs.proximity.space/articles/how-active-members-are-defined
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Contract Feature (BETA)
If the Contract Term BETA feature is enabled at your space, it will allow you to prohibit members from canceling or downgrading their memberships for an agreed-upon amount of time. A member under contract cannot cancel or change their membership and they cannot remove their last payment source until the end of their term. We highly recommend updating your Terms of Service to reflect this feature before having it enabled for your space. Once the…
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How can I add custom text to invoices?
From your Dashboard, navigate to Settings > Brand and Content and select the Content tab. If you scroll down to Custom Text for Invoices , you may enter your space name, address, etc. or whatever information you would like to appear on all Invoices. Once complete, make sure you scroll to the bottom of the page and click Save . The information you add under "Custom Text for Invoices" will be visible under your logo…
https://docs.proximity.space/articles/how-can-i-add-custom-text-to-invoices
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Can members schedule their memberships?
To enable your members to select a future start date, navigate to your dashboard > Settings > General . Under Space Options , check the box that says Allow members to choose a date in the future to start their memberships when signing up. When members sign up for a membership, they will then have the option of choosing a date in the future to start that membership. The member will still be required to…
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Can I bill all of my members on the first of the month?
If consolidated billing is enabled, all new memberships will be set to bill on the same day each month. Members signing up will be prorated at sign-up for partial months. Note: This will not impact existing members. Existing members will need to be updated and prorated manually. To enable consolidated billing, navigate to your dashboard > Settings > General . Under Space Options, tick the box next to Try to charge recurring bills on the…
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Can I add an Add-On to a Team membership?
Add-ons cannot be chosen directly in the Team interface. Space Managers can add recurring Add-Ons to any team member and the system will bill the team for the add-ons. This will allow space managers to add add-ons to individual team members' accounts which means the team can have multiple recurring add-ons. Note: Since team billing is monthly, if an add-on is added in the middle of a billing cycle, they will be billed for the…
https://docs.proximity.space/articles/can-i-add-an-add-on-to-a-team-membership
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Can I (or my member) manually charge a member for an unpaid invoice?
Space Manager/Owner Use From the Dashboard, navigate to Manage Members/Users > Member/User List and search for the member. From the members Billing tab, locate the Unpaid invoice, hover over the ••• Action Dots, and click Manage . From the upper right side of the page, click the Close button and select the box that reads " Charge for the remaining balance now". Select Close Invoice . Member Use Your member can also view and pay…
https://docs.proximity.space/articles/can-i-manually-charge-a-member-for-an-unpaid-invoice
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How to Fill Out the Member Import Spreadsheet
The member import spreadsheet allows for current members to be moved over to the Proximity platform without having them register for an account. The space owner/manager fills out the member import spreadsheet provided by Proximity, and the Proximity team will import the members once the spreadsheet is filled out properly. Members who are imported will receive the New Membership email (under Settings > Email ) upon import, which provides instructions for getting logged in, filling…
https://docs.proximity.space/articles/how-to-fill-out-the-member-import-spreadsheet
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Proximity Open Instructions
Download the Proximity Open info Sheet/Instructions Proximity Open - January 2019.pdf Download the Proximity Locks 101 Sheet Proximity Door Locks 101 (1).pdf
https://docs.proximity.space/articles/proximity-open-instructions
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How do I hide the hours or address of my space?
If you do not wish to provide your address, map, directions to your space, and/or hours of operation visible on the home page, you may remove that information. In order to hide your address & hours, navigate from the Dashboard to Settings > Brand and Content . Click on the Content tab. Check the boxes that display " Show Address and Map " and/or " Show Hours " if you would like this information displayed…
https://docs.proximity.space/articles/how-do-i-hide-the-hours-or-address-of-my-space
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First Daily Check-in emails
Create an email that is sent to your members the first time they check in to your space each day. Simply say hi or include important information about your policies, procedures, or other things especially important for the day. Each member will only receive the email once per day and only on days they check in to your space (via Proximity Wave, unlocking a door, checking in for a reservation, etc.). This email is optional…