When adding members to Coworks, it is imperative that they receive access to the member mobile app. The member app is how members book rooms, access resources, connect with each other, and connect with the community. You can learn more about the member app here.
When new members are added to Coworks, they will automatically receive a Welcome Email with their login credentials and links to download the app. This streamlines and automates the process of getting them into the system. If you have the white-label upgrade, you can learn how to customize the Welcome Email here.
Sending the Welcome Email
When Manually Adding Members
The "Welcome Email" toggle controls whether or not to send the automated welcome email to the member. By default, this toggle is ON. You can change this by going to the onboarding settings in your admin dashboard.
New members will receive a Welcome Email like this:
When Members Use Public Signup Links
You may have the option for members to sign up for and purchase plans on their own using our public sign up links feature (read more about that here). In this case, you still want to make sure they receive the mobile app.
By default, when members sign up using public links, they will NOT receive access to the app (you'll have to send it to them manually). You can change the Public Plans Signup settings under Community -> Settings -> Website Forms here.
Manually Sending the Welcome Email To Members
Once a member has been added to Coworks, you can send or re-send their Welcome Email (with app links and credentials) at any time. Simply go to their profile and choose "Resend Onboarding Email" under the "Actions" dropdown. You can read more about resending the Welcome Email here.
Happy Coworking!