Settings

15 articles

  • Advanced Mailchimp Integration

    As of January 2019, members are tagged by membership type in Mailchimp! This makes it simple to target only the selected members when sending out campaigns. Additionally, the integration integrates names too, so messages can be personalized.  The updates sync all members, not just new signups, and will continue to add and update users and membership types as your space grows. If you are having trouble getting your contacts to sync here are a few…

  • What is your Latitude & Longitude?

    Allowing your space to show up on the map is an easy way for guests or future members to find you.  Be sure your location is accurate! Enter address into Google.com Open Google Map Zoom in to exact location Right-click and select "What's here?" Select newly created pin to see the exact Latitude and Longitude Location will be listed as latitude, longitude (hint: longitude values go from -180 - 180)

  • When Automated Emails are NOT Sent and Why

    The following emails can be automated if configured appropriately.   Wave Tour Request  won't send out if you aren't utilizing Wave. Conference Room Wifi  won't send if you don't have Meraki integration Conference Room Auto Cancelled won't send if you don't set conference rooms to require check-in Conference Room Pending won't send if you don't require manager approval for conference rooms  It is also dependent upon your settings for approval per membership type. Conference Rooms…

  • Nomad Settings

    The Proximity Network is the fastest growing coworking and travel network in the world. If you’re looking to fill unused desks, meet new people and connect to a network of like-minded coworking spaces, you’ve found the right place! Not only does Proximity Nomad bring you drop-ins, you get to choose what you get paid. To set up your space to accept Nomads, you will select your payout and the benefits the Nomad will receive when…

  • How do I create a discount?

    Discounts are a great tool to help fill empty desks and offer incentives to come in and use your space! Discounts can either be a percentage or a dollar amount, and they can be applied to both Memberships and Reservable Resources. From the dashboard, navigate to Settings > Discounts . Click the New Discount  button in the upper right. Create a Name  for your discount descriptive of how it will be used. Create a discount…

  • Branding

    Customize the Proximity Platform to fit your brand by adding your logos, colors and images. From the dashboard, navigate to Settings > Brand . Add your branded images. Add your Logo  with a light background and dark background. If you don’t have a logo with a dark background, a .PNG with a transparent background will work. Add your Favicon,  which is the icon that is shown in a web browser tab. Your Favicon should be…

  • New Member Email Language

    Customize the email that you’d like to send to new members when they sign up. This is a great way to introduce them to the specifics of your space and include any important information like the link to your member manual, instructions to specifics in your space and a welcome to your space. Log into the Proximity Platform. Navigate to the Sidebar Navigation. Navigate to Settings > Emails . Under Email Content , select the…

  • Email Verification

    Complete the email verification process so your members can respond to your emails that are sent from the Proximity Platform. From the dashboard, navigate to Settings > Emails . At the top of the page, update the Send  Emails From  email address as your space address (e.g., info@coworking.com). The verified email must reflect a domain that you own.  A domain of Google or Hotmail (e.g., joe@google.com ) will not be accepted. Click Save Settings .…

  • Connect to Integrations/Services

    Connect your Stripe account so you can begin accepting payments, connect a Google calendar so it will sync with your Reservable Resources calendar, and connect to your Mailchimp account so you can keep your member email list up-to-date. From the dashboard, navigate to Settings > Integrations Connect to these services: Stripe  is the payment processor that Proximity uses to collect payment on your behalf. Members may pay with a credit card, ACH (consider payment processing…

  • Taxes

    If your space is in an area that requires you to collect taxes, you can create and edit taxes from Settings > Taxes for your membership rates, add-ons, custom charges, and resource prices. Add a tax to any billable item from its settings: Start by selecting the billable item you want to add a tax to, then selecting a tax and clicking Add, under the Taxes section. You can add multiple taxes to any billable…

  • Google Calendar Integration

    Integrating calendars for reservable resources with the Google calendar is a powerful way to coordinate when resources are being used and view them from one calendar. Navigate to your Google Calendar. Click the 3 dots on the left-hand side that says Add other calendars . Select Create new calendar . Add the name of your reservable resource. Example: Upstairs conference room. Select Create calendar . Create a calendar for each reservable resource that you would…

  • Emergency Measures

    The Danger Zone There may come a time where you need to lock down your space and/or suspend billing for your members. These two features let you do just that. We call it The Danger Zone because it's not for normal times. (And because now the song is stuck in your head too!) Navigate from your dashboard to Settings > General.   Lockdown In serious emergencies, it may be necessary it to lock your doors…

  • Coworking Space Terms and Conditions Example

    Coworking Space Terms & Conditions Example  (Location: Settings > General) THIS IS AN EXAMPLE OF TERMS AND CONDITIONS. YOUR LEGAL COUNSEL SHOULD REVIEW ANY TERMS AND CONDITIONS YOU CHOOSE TO PUBLISH FOR YOUR COWORKING SPACE. Acceptance of Terms. The services Abrams Partnership, in management of Proximity Space provides to you, the undersigned, (including but not limited to use of office space at [[street address, city, state, zip]], access to Internet, etc.), are subject to the…

  • Check-in emails

    You can now create an email that is sent to your members the first time they check in to your space each day. Simply say hi or include important information about your policies, procedures and other things especially important during this time of pandemic.  Each member will only receive the email once per day and only on days they check in to your space (via Wave, unlocking a door, checking in for a reservation, etc.).…

  • How do I hide the hours or address of my space?

    If you are not a location-based community you can now disable the display of your address, map and directions on the home page. Additionally, you can disable the display of your hours if you are a by-appointment space or otherwise do not keep normal walk-in hours. Navigate from the dashboard to Settings > Brand and Content.  Click on the Content tab. Check or uncheck the boxes that say Show Addresss and Map or Show Hours…