Members & Memberships

20 articles

  • Member info included in .CSV

    The following info is included when downloading the membership .CSV: Member ID First Name Last Name Email Phone Membership Base Price Price With Discount Join Date Expiration/Billing Cycle Date Status Last Seen in Space  

  • How to Remove a Company

    Companies will be removed from the space's list once the last person associated with that company updates their profile to reflect that they are no longer employed by the company. This action will ensure the company will no longer show for that space when the last person is removed. Proximity will continue to show that company if you select “All companies” instead of “Residing in [Space Name]“. There is not a way (yet) to permanently…

  • Registration and Membership

    Individuals must register to be part of a new space.   If they don't have a Proximity membership at the space when they register on the space's site, they will be added at the Community Member level by default.  If the new member (owner/manager/member) already has a membership at another Proximity space, they will need to sign up for a new membership at the new space.  Without a membership at the new space, they will…

  • Member List

    Review your members, their Memberships, and contact information.  From the dashboard, navigate to Manage Members > Member List .  Use the search field to look up members by name, email address, or custom field information. Filter through your list by Name, Email/Phone, Membership, Price or Punches, Joined Date, Renewal Date, M embership Status, C ustom Info  (which you can also hover over to view), and Last Seen .  There are drop-downs to the right of…

  • How to Edit Members

    Review and edit membership details, add notes, create custom charges, or give administrative access to members.  From the dashboard, navigate to Manage Members > Member List .  Use the search and filter tools to find a member.  Click on their name or click Edit  to view the member’s information.  View Profile View the member's public profile from here. Edit Profile Navigate to View Profile >  Edit Profile . You can edit your member's profile. Change…

  • What are Owners and Managers? How do I add another admin to our space?

    Owners and Managers have administrative permissions. Only Owners can add other Owners or Managers to the platform. Owners also have the ability to hide revenue reports from Managers.  Make Someone an Admin From the dashboard, navigate to Manage Members > Member List .  Select the member you would like to designate as an Owner or Manager.  Check the box Space Owner  or Space Manager .  If you choose Space Manager , you can choose whether…

  • Creating and Managing Memberships

    Memberships are the way you set up levels such as: Dedicated Desk, 24/7 Access, Hot Desk, or Punch Passes. Door Access and Reservable Resource free time are associated with Memberships so keep that in mind when setting up your different types.  Create Memberships From the dashboard, navigate to Manage Members > Memberships . Click the New Membership button.  Basics Name  Membership Category : This will be used in your revenue reports) Description Marketing Text :…

  • Creating and Managing Add-ons

    Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still…

  • Member Benefits

    Member Benefits are the perks associated with your memberships, such as discounts at local businesses and the amenities you offer to your members. These benefits can be for all memberships or can be for only certain memberships. All benefits will display to the public which makes this feature a great marketing tool.  After adding any member benefits, members will see a new Benefits  tab at the top of your site. Add New Benefit From the…

  • How to pause a membership

    Sometimes a member might need to take some time off from your space. Pausing the member allows you to retain all of their information while removing their key access and billing. This will remove all free time in your reservable resources and door access as well. To pause a member, navigate to Manage Members > Member List and edit the member.   You can either select Pending Pause or Paused . Pending will not pause…

  • Member Check-in

    Member Check-in  We know that it is important to keep track of who comes into your space, so we have been working hard to release a check-in feature for your members. Now whenever a member uses your space they can be checked in so you have a record of their usage. (This is just the start. We know there are some things that are not done yet. See below for what's to come.) To see…

  • How to Use a Punch Pass (Space Manager Use)

    When a member purchases a punch pass, they can choose to use a punch on the day of their purchase.  Keep in mind that we do not currently support using punch passes via the mobile apps so the member will need to use the web browser to use their punches. The member can do this from their laptop or the mobile web browser on their phone. If your Space Uses Meraki  If you have Meraki…

  • Adding Members on the Back-end

    How can I sign up a member at my space? Managers can add members administratively by navigating to Manage Members > Member List > Add Member. You will want to start by typing out the email address of the member, rather than copy and pasting. If the member is already a member of the Proximity network, their information will populate and you will not be able to edit certain fields. Add a credit card for…

  • Contract Feature (BETA)

    If the Contract Term BETA feature is enabled at your space, it will allow you to prohibit members from cancelling 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.  Members…

  • 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…

  • Edit a Member's Profile

    By navigating to Manage Members > Member List > Select the member > Edit Profile you will be able to: Edit a member's name Add a birthday Edit contact information: including editing a member's email address Add skills & abilities Add employment history Edit a member's pin and key fob/RFID number Edit a member's password Make sure to select Save after making changes. Note: The only thing you will not be able to do for…

  • Day Passes and Non-Recurring Memberships

    Day passes (or non recurring memberships) work slightly different than recurring memberships so you may be wondering, "How can a member use a day pass?" And respectively, "How will I get paid for a member using a day pass?" Purchasing a Day Pass A member can purchase a day pass one of 2 ways: By navigating to See Memberships on the landing page of your site and selecting your day pass membership. By clicking on…

  • How to Remove a Member

    This should only be used in the case of a truly incorrect member profile. If you need to make a change to the profile, do that by clicking Edit Profile at the top of the member's account.  To remove a member, look for the subtle Remove Member button below the notes on the Membership tab of a member's account. Please note: Removal will result in all data related to the member being deleted from your…

  • How to Change a Member's Email Address if the Email is Already in Use

    Once an account is created, it's created on the entire Proximity Network, so if a member registers for an account on the app before signing up, it'll make that email address unusable because an account has already been created on the network with that address. Once you change the email address to something unusable, it will free up that email address on the Proximity Network. Add the Correct Email to your Member List If the…

  • Upload Documents to Member Accounts

    Uploading documents such as lease agreements, parking addendums, and more is super simple. Navigate to Manage Members > Member List > Select your member's account. From here, navigate to the  Documents tab. Documents can be uploaded in the following formats: gif, jpeg, png, webp, pdf, doc, docx, xls, xlsx To view a document, select  Download . To remove a document, select Remove . ER 10.19.21