Member List
13 articles
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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
https://docs.proximity.space/articles/member-info-included-in-csv
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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…
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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…
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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…
https://docs.proximity.space/articles/how-do-i-update-my-member-s-email-address
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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
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How do I change a member's billing renewal date?
You can change a member's billing renewal date by navigating to your dashboard > Manage Members > Member List. Select the member whose renewal billing date you'd like to change. Change the Renewal Date field to the end of that member's billing cycle. The new billing date will be 12am the following day. Select Save Changes . Example: If the Renewal Date is 2020-04-02, the member will be billed at 12am on April 3rd. MY…
https://docs.proximity.space/articles/how-do-i-change-a-member-s-billing-renewal-date
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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…
https://docs.proximity.space/articles/how-to-pause-a-membership
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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…
https://docs.proximity.space/articles/how-can-i-sign-up-a-member
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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 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…
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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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How can I set a membership to expire?
If you want a member's membership to expire on a certain date, Navigate to Manage Members > Membership List > Select the member. Under the Membership tab, select Pending Cancellation under the Status drop-down menu. The member will be downgraded to Community Member on their next renewal date Set the renewal date in which you'd like the membership to expire. Select "Save Changes." ER 10.15.20
https://docs.proximity.space/articles/how-can-i-set-a-membership-to-expire
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What is the yellow triangle next to my member's name?
Have you seen this small caution triangle in your Member List? Fear not! This just means that your member hasn't agreed to your space's newest terms of conditions yet. Your member will not have access to their keys or access to make reservations on the app or any access on your site until this has been complete. They'll just need to log in on a web browser or mobile web browser, then they'll be prompted…
https://docs.proximity.space/articles/what-is-the-yellow-triangle-next-to-my-member-s-name
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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…
https://docs.proximity.space/articles/edit-a-members-profile