Coworks regularly sends transactional emails triggered by different events in your community. Some emails are sent to members and some are sent to managers in your coworking space.
Types of Emails
💰 Membership
Member-Facing
Manager-Facing
Member-Facing
Manager-Facing
Member-Facing
👍 Bookings
Member-Facing
Manager-Facing
Member-Facing
➕ CRM
Manager-Facing
Manager-Facing
✅ Check-ins
Member-Facing
Member-Facing
📧 Announcements
Member-Facing
💰 Membership
Day Pass Purchase Notification
Sent to Members and Managers upon successful purchase of a Day Pass.
[Member-Facing]
[Manager-Facing]
Plan Signup Notification
Sent to Members and Managers upon successful purchase of a plan by a member.
[Member-Facing]
[Manager-Facing]
Member Onboarding
Sent to members after a manager has added (and indicated) that a welcome email be sent to a member, or when a plan signup has occurred (when the plan signup settings are setup to trigger this email).
[Member-Facing]
👍 Bookings
External Booking Purchase Notification
Sent to customers (non-members) and managers after a customer purchases rental time in a room in the community.
[Member-Facing]
[Manager-Facing]
Member Booking Notification
Sent when a member books a room in the coworking space.
[Member-Facing]
Team Booking Credits Overage Notification
Sent when a team's booking hours usage has met or surpassed their booking credits allowance for the month. More on bookings credits here.
[Member-Facing]
➕ CRM
Membership Request Form Submission Email
Sent when a guest or contact fills out the Membership Request Form embedded or linked on your marketing website or landing page.
[Manager-Facing]
Tour Request Form Submission Email
Sent when a guest or contact fills out the Tour Request Form embedded or linked on your marketing website or landing page.
[Manager-Facing]
✅ Check-ins
Member/Contact Check-in
Sent when a member or contact checks in confirming their check-in.
[Member-Facing]
Front Desk "Someone is here to see you" Notification Email
[Member-Facing]
📧 Announcements
Announcement Email
Sent when you create an announcement and send it via email through the Announcements feature.
[Member-Facing]
How to change the "From Name" on your emails
If you'd like to change the name on your emails to state your first and last name or something other than the name of your coworking space, you can configure this in your Settings.
Click the Settings gear near the top right of the screen, and select the "Transactional Emails" option.
Click the "Edit" button to the right, change the "From Name," and click "Save."
Send a Test Email to yourself so you can confirm this is how you want it to look.
Happy Coworking!