Onboarding Tools For Space Operators

2 articles

  • Proximity Onboarding Checklist for Coworking Spaces

    All of the steps in this checklist can be completed in your admin dashboard. To access the admin dashboard click on the three-line symbol in the top left corner of your Proximity portal homepage. What do these symbols mean in this checklist? 💥  = These steps are required for your account to activate after your trial period ends -------------------  Onboarding Checklist   💥***Attach Payment Source (Settings > Payment Sources)   💥***Connect Stripe account (Settings >…

  • 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…