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View Leads' and Contacts' Bookings and Invoice Details
View Leads' and Contacts' Bookings and Invoice Details

In the CRM, you can keep details on the bookings and invoices made by non-members

Tanner avatar
Written by Tanner
Updated over a week ago

You might have people who are not members of your coworking space who regularly purchase day passes, book external bookings, hold events, or make other financial transactions with your space. You can view a log of these things in Coworks in the CRM.

How to view bookings and invoice details for contacts and leads

  1. Go to the CRM tab, and click on either "Leads" or "Contacts."

  2. Click on a person's name to open their profile.
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  3. Click on their "Bookings" tab to see what bookings they've made.

  4. Click on their "Invoices" tab to see what purchases they've made in your space.

From this screen, you can also see that Coworks stores their payment information. If you need to charge this person for additional hours in the conference room or another purchase, you can issue a one-off invoice and use their stored payment information.

This makes it easy to handle additional transactions with non-members. And it makes it easy to collect data to convince these non-members to just join your space as a member since they're already there a lot.

Happy Coworking!

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