Onboarding Tools

3 articles

  • Onboarding Checklist

    Once you complete this checklist, you’ll be ready to start billing! Add a Payment Source - required Connect Stripe Agree to Terms Add your Logo Add Operating Hours Add Space Terms of Service  Set Up Membership Levels Set Up Meeting Space Import Members (if applicable)  Visit your dashboard to walk through each of these steps!  AB 3/20

  • Guest Pass vs. Nomad

    One of the best things about being in the Proximity Network is the benefits available to your members. Both Guest Pass and Proximity Nomad are tools for members to work out of other coworking spaces in the Proximity Network. The biggest difference between the two is reimbursement .   Guest Pass   is reciprocal - Your space will offer free drop-ins to members in the network and other spaces in the network offer free drop-ins…

  • How to Fill Out the Member Import Spreadsheet

    The member import spreadsheet allows for current members to be moved over to the Proximity platform without having them register for an account.  The space owner/manager fills out the member import spreadsheet provided by Proximity, and the Proximity team will import the members once the spreadsheet is filled out properly.  Members who are imported will receive the New Membership email (under Settings > Email) upon import, which provides instructions for getting logged in, filling out…