Onboarding Tools For Space Operators
2 articles
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Onboarding Checklist for Coworking Spaces
All the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line "hamburger icon" in the top left corner of your Proximity portal homepage once you are logged in. Minimum steps recommended when getting started: *Attach Payment Source (Settings > Payment Sources) *Connect Stripe account (Settings > Integrations) *Configure Email (Settings > Email) Agree to Terms Add Your Logo Add Operation Hours (Settings >…
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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…
https://docs.proximity.space/articles/how-to-fill-out-the-member-import-spreadsheet