Members & Memberships
8 articles
-
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…
https://docs.proximity.space/articles/how-to-remove-a-company
-
Upload Documents to Member Accounts
Uploading documents such as lease agreements, parking addendums, etc. is super simple. Members are not able to view the documents you upload to their profile. 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 .
https://docs.proximity.space/articles/upload-documents-to-member-accounts
-
Member Referral Links
Referral links are a great way to promote your space to a wider audience. It's up to you to manually choose how you would like to reward members who refer a new member! How to Enable Referral Links To enable referral links, navigate to Settings > General and check the box "Enable Referral Links". Remember to click Save after! Referral Codes for Members Members can find their referral code by clicking on their profile picture…
-
Where would I put extra information about a user that is important to know?
APPLIES TO: Coworking, Workplace Once you add Custom Info to a member's profile, you can then search by Custom Info in your Member List. To add Custom Info go to your dashboard > Manage Members/Users > Member/User List . Select the member, select the Custom Info tab . Edit the Info Key by adding categories such as "Food Allergy." The Value will then be the food the member is allergic to. Select Save Custom Info…
-
Sending Sign-up (Join) Links
You can send sign-up (Join) links to any membership/user group by navigating to your dashboard > Manage Members/Users > Memberships/User Groups. Select the membership/user group and scroll down to Join Link. Copy and paste this link. You can use this link for hidden or visible memberships/user groups and anyone with access to the link can use it to sign up.
https://docs.proximity.space/articles/sending-sign-up-join-links
-
Creating and Managing Punch Passes
Punch passes are often created to give a bulk discount on drop-ins. You have the option to choose a minimum number of punches that must be purchased to qualify for your bulk rate and you can add an expiration date as well. Discounts can't be applied to Punch Passes. Once a member activates a punch they will remain at the punch membership level until all of the following conditions are met: The member has no…
https://docs.proximity.space/articles/creating-and-managing-punch-passes
-
Membership Parameters Training Video
Watch Video
https://docs.proximity.space/articles/membership-parameters-training-video
-
Member Support Requests
Members may send a message to managers and owners directly from the Proximity Platform when an issue arises. These messages are automatically emailed to all managers and owners of the space. You may reply to the email directly from your email client to continue the conversation, additionally, you may reply all to include the other managers and owners on your response. To Send a Message Members may use the "Support Request" link in the Quick…
https://docs.proximity.space/articles/member-support-requests