General Info
7 articles
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System Notes and How to Read Them
Within the system there are a few places where you can V iew Notes . These notes will show you changes made by users, admins and the system. Reading System Notes The most prominent place you'll see these notes are on member's/user's accounts. ( Manage Members/Users > Member/User Lis t > Select the member. Notes are on the right side of the page.) The notes will always go in order from newest to oldest, so…
https://docs.proximity.space/articles/system-notes-and-how-to-read-them
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What is the yellow triangle next to my member's name?
Have you seen this small caution triangle next to a member's name in your Member List? This just means that your member hasn't agreed to your space's Legal Agreements (Terms of Service and/or Cancellation Policy) . This triangle will be visible when a Member first signs up for membership, when you choose to "Add Member" on the back end, or if you update your Legal Agreements. When the triangle is present, the member will…
https://docs.proximity.space/articles/what-is-the-yellow-triangle-next-to-my-member-s-name
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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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Creating and Managing Events
Create all of your events in the Proximity Platform and connect your Mailchimp, Active Campaign or Hubspot to build your network. Communicate and track events happening in your space. This can include lunch and learns, after-hours events, classes, and much more. Create Events From the dashboard, navigate to Manage Events > Upcoming Events or Manage Events > Past Events . Click the New Event button in the upper right corner Enter a Name for your…
https://docs.proximity.space/articles/creating-and-managing-events
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Dashboard
The Dashboard is designed so you can quickly see important information for your space. Gross Revenue : Shows your revenue before any deductions. If you'd like to see the adjusted gross income, you can follow the link to your Revenue report and download as a CSV. Total Members: The total amount of members in your space, including members with the default membership type. Active Members: See how active members are defined . Active members are…
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Help Desk
If you run into any challenges or questions that you can’t find answers to, you can get help from a Proximity teammate through our help desk which is powered by Intercom. Open the help channel from the Intercom chat bubble icon found at the bottom right of the Proximity Platform. From the Intercom pop-out, you can start a conversation with our Support Team by selecting New Conversation . We will work to get you an…
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Email Filtering
You can manage your incoming mail using Gmail’s & Office 365's filters to send email to a folder, label, or archive, delete, star, or automatically forward your mail. This is useful to manage platform Notification emails based on the criteria of your choosing. Gmail Office 365