Onboarding Tools For Space Operators | Proximity Documentation

Onboarding Checklist for Coworking Spaces

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: *Attach Payment Source (Settings > Payment Sources) *Connect Stripe account (Settings > Integrations) *Agree to Terms Add Your Logo Add Operation Hours (Settings > General) Set up Membership Levels…

https://docs.proximity.space/index.php/articles/onboarding-checklist

Creating Custom Space Domains (Outgoing emails and portal access)

APPLIES TO: Coworking, Workplace You can use your custom domain two ways: for outgoing emails and portal access. Setting a custom domain for outgoing email allows your space to configure automatic emails sent by Proximity to come from your domain, i.e. "From: info@coworking.com." Setting a custom domain for portal access is a feature available to space operators to enable your space to allow your members to sign in to Proximity through a custom subdomain, i.e.…

https://docs.proximity.space/index.php/articles/custom-space-domains

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/index.php/articles/how-to-fill-out-the-member-import-spreadsheet