Manage Members

18 articles

  • 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…

  • Where can I find reports for members who have outstanding balances?

    Navigate from the dashboard to Reports > Sales Revenue Scroll down to the Invoice  section Search for failed closed payments, in the search bar There will be multiple closed/failed invoices for one transaction if the payment failed more than once.  Update the Status filter to "Open" to see open invoices AB 4/21/20

  • Member List

    Review your members, their membership levels, 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…

  • How can someone become a member of my space?

    Community Membership The Community Membership is your default membership. Anyone who registers with Proximity through your site automatically becomes a Community Member. Once they become a Community Member, they can upgrade to any other paid membership type. If their membership expires, they will be downgraded back to a Community Member. We recommend signing up anyone interested in your space as a Community Member so you can capture their information and continue to communicate with them. …

  • 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 button  View the member's public profile from here. Edit Profile You can edit your member's profile. This is a useful tool if there is…

  • Membership Types

    Membership Types are the way you set up your membership levels such as: Dedicated Desk, 24/7 Access, Hot Desk, or Punch Passes. Door Access and Reservable Resource free time are associated with Membership Types so keep that in mind when setting up your different types.  Create Membership Types From the dashboard, navigate to Manage Members > Membership Types .  Click the New Membership Type button.  Enter the basics:  Name of the Membership Type,   Description, …

  • Add-ons

    Add-ons are a great way to bill the 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.  Creating an Add-on:  From the dashboard, navigate to Manage Members > Add-ons . Choose the New Add-on button at the top of the page.  Create a Name  for your add-on.  Add a Cost;  if…

  • 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 membership types or can be for only certain membership types. 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. From the dashboard, navigate to Manage Members > Member…

  • Shared Memberships

    Shared memberships provide an easy way to allow two or more members to access a space for one membership fee. For example, many coworking spaces allow members in an office to give access to their employees at no additional charge. How Shared Memberships Work There is one master member. This is the member that pays for the membership and any resource reservations. You can set a limit on how many shared memberships are included, however,…

  • Punch Passes

    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. Navigate to Manage Members > Membership Types > Create or Edit a Membership > Under Membership Options choose Punch Pass.   Choose the length…

  • How to Enforce Membership Term Lengths

    It is possible to enforce a term length on any recurring membership and membership type in the Proximity system. We strongly recommend that your terms of service covers this option before you make the change in the software.  This is a beta feature so reach out to support to enable this feature for you.  You can set this up in two ways: Apply to Membership Types Edit any recurring membership type and enter a number…

  • 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…

  • Where would I put extra information about a member that is important to know?

    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  > Member 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 . AB 4/21/20

  • 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…

  • Member Roll

    Member Roll This feature is created to give you a better overview of your monthly membership dues.  Go to Reports > Member Roll to see an overview of all of your monthly recurring charges and upcoming dates. The report also gives you a really quick overview of the value of discounts and add-ons in your space.

  • How do I hide a membership type?

    To hide a membership type from your membership page, navigate from the dashboard to Manage Members > Membership Types and select the membership that you'd like to hide. Under Additional Options uncheck the box Make membership available for sign up without join link (make visible on sign up pages).  Keep in mind that the sign up link will allow anyone who has it to sign up, so share it carefully.  Make sure to save your…

  • Delayed Start for New Members

    We know some of you have been eager to start waiting ... on your new members, that is. It's happened to all of us, you've given the tours, answered the questions and your new member is ready to sign on the dotted line. But they can't start using your space today so they don't want to be charged yet.  Up until now, your options have been to hope they come back and sign up when…

  • How can I sign up a member?

    Managers can now sign members up themselves!  To do this, click the " Add Member " button at the top of your member list. This will give you the option to invite a member, set their desired membership and prompt them to add their credit card—if you don't have the info to add it for them. Once the membership is created, members will be sent an email to set a password. If you did not…