FAQs - Proximity for Coworking
12 articles
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How can someone become a member of my space?
The Default Membership The Community Membership is your default membership. The name of this default membership can be changed, but it will be noted in blue that it is the default membership type. Anyone who registers with Proximity through your site automatically becomes a default Community Member. Once they become a Community Member, they can upgrade to any other paid Membership. If their membership expires, they will be downgraded back to a default Community Member. …
https://docs.proximity.space/articles/how-can-someone-become-a-member-of-my-space
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How do I update my member's email address?
You can change a member's email address by editing their profile. Visit Manage Members > Member List , select the member's name or Edit Member in the options next to their name, and on the Manage Membership page, select Edit Profile under their email . On the Edit Profile page, scroll down to Contact Information. Edit the Email field. Scroll to the bottom of the page and select save . The member will receive an…
https://docs.proximity.space/articles/how-do-i-update-my-member-s-email-address
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How can I send my member a PDF version of their invoice?
You can send your member a PDF version of their invoice by navigating to your dashboard > Manage Members > Member List > Select the member. From the Billing tab, click the three Actions dots next to the invoice > Download Invoice. From here, you can save the invoice to your computer.
https://docs.proximity.space/articles/how-can-i-send-my-member-a-pdf-version-of-their-invoice
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Does my member automatically receive a refund when cancelling a reservation?
When a member cancels their reservation they do not automatically receive a refund. You will be notified of the cancellation via email, and you can choose to refund the invoice manually if you'd like, or provide a credit. When a member cancels their reservation that was booked with free time before the reservation begins , their free time will be returned to them. If the reservation has already begun, they will not have their free…
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How can I hide a membership?
To hide a Membership from your membership page, navigate from the dashboard to Manage Members > Memberships and select the membership that you'd like to hide. Under Additional Options uncheck the "Visible" box: Keep in mind that the Join Link will allow anyone who has received that link the ability to sign up for your (now Hidden) Membership, so share it carefully. Make sure to scroll to the bottom of the page and Save Changes…
https://docs.proximity.space/articles/how-do-i-hide-a-membership-type
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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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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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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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How can I create a full and half day reservable resource?
While you currently cannot automatically offer full or half-day reservations, this is something the software will be capable of in the future! In the meantime, we do have 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…
https://docs.proximity.space/articles/how-can-i-create-a-full-and-half-day-reservable-resource
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What is Proximity Open?
*** WE ARE CURRENTLY SOLD OUT OF PROXIMITY OPEN DOOR CONTROLLERS.*** 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…
https://docs.proximity.space/articles/what-is-proximity-open
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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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