Members & Memberships
9 articles
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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
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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 :…
https://docs.proximity.space/articles/creating-and-managing-membership-types
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Creating and Managing Add-ons
Add-ons are a great way to bill a member for something that is added to their membership. This could be something recurring like a sit-stand desk that you’d bill every month or something that happens one time like adding a door logo. 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…
https://docs.proximity.space/articles/creating-and-managing-add-ons
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Contract Feature (BETA)
If the Contract Term BETA feature is enabled at your space, it will allow you to prohibit members from canceling 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. Once the…
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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…
https://docs.proximity.space/articles/granting-keys-directly-to-a-member
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Creating and Managing Punch Pass Subscriptions
Punch pass subscriptions are great for limiting visits per Membership - say you have a monthly Membership that only receives 10 visits to the space per month. Using the punch pass subscription option, you can easily track and manage the visits the members has at the space and their access to the space. They are also great for members who want to consistently refill their punches. Follow this link for more information on punch passes…
https://docs.proximity.space/articles/creating-and-managing-punch-pass-subscriptions
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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
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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…
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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…