Onboarding Checklist for Coworking Spaces

This document applies to: Coworking

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:

  1. *Attach Payment Source (Settings > Payment Sources)  
  2. *Connect Stripe account (Settings > Integrations)
  3. *Configure Email (Settings > Email)
  4. Agree to Terms
  5. Add Your Logo
  6. Add Operation Hours (Settings > General)
  7. Set up Membership Levels
  8. Set up Resource Categories
  9. Set up Meeting Spaces
  10. Linking Your Proximity Site

*Required to Activate. 

Linking Your Proximity Site

  • Read how to "link" your Primary Website and Proximity HERE

Manage Members Tab

Manage Reservations Tab

Manage Doors Tab (if using Door Integration)

Settings Tab

  • Discounts
  • Create membership and reservable resources discounts
  • General 
  • Check all applicable boxes  
  • Set hours of operation 
  • Add policies (Terms of Service & cancelation policy)
  • Amenities
    • Create amenities to display on your homepage
  • Brand & Content
    • Logos - one light and one dark background
    • Colors - two brand colors for buttons
    • Photo Gallery - on the homepage
    • Site content - my membership page description, lead paragraph for the login screen, resource booking description, custom text for invoices
  • Emails
    • (Settings > Emails)
    • Configure and verify the email you wish to use
    • Customize the "New Membership" Email 
      • This is the email that users will receive after they register for an account for the first time and become assigned to the default membership type ("Community Member). Here is a template you can use to get started!
    • Customize the "Membership Change" Email by membership type (Optional) 
      • This is the customized email that users will receive when they upgrade to a non-default membership type. Note: If you change the membership for the member on the backend, they will not receive the Membership Change Email.
      • This email can be deactivated if desired.

Customize your Proximity Site URL 

  • This step will change your domain from spacename.proximity.space to members.spacename.com
  • Get started here - Custom Space Domains
  • Reach out via Chat, hello@beinproximity.com or your Product Specialist to complete this process.

Verify your email sending domain

  • This step will verify the domain attached to your email address in (Settings > Emails); when automated emails are sent from the platform to your members they will come from this email address. It's recommended to use an email like noreply@companydomain.com; members should not be replying to this email address. 
  • Get started here - Email Verification

Optional Integrations: 

Need us to import your members? Let your Product Specialist know.