Getting Started
These are helpful articles that you will need to know during the on-boarding phase!
By DeShawn1 author35 articles
- How To Create Good Resource Image SlidesHow to create image slides, and recommended image sizes for resource slides with photos.
- How to Create Resources for Your Members and CommunityUse the Resources tab to create custom text documents, links to websites or external files, image-based walkthroughs, and forms.
- How to Update Your Email Notification PreferencesHow to manage the email notification settings for your staff account in the Admin Dashboard
- How To Use Passport Check-insHow to use the passport check-in system to expand your network and connect with other coworking spaces.
- New Coworks Customer OnboardingJust signed with Coworks?? Start here! A Quick Checklist For Success For New Coworks Customers
- How to Add Internal Staff to the Admin DashboardHow to add new staff and team members to the Coworks Dashboard for internally managing your community and members
- How to Use Member Check-insHow to use the member check-in system to accurately track and manage who has been in your space
- Import Rooms Using the Manager DashboardHow to add rooms, equipment, suites, and desks via a CSV or spreadsheet upload during the onboarding/migration phase using the room uploader
- What are the different roles?This article describes the roles that a staff user in Coworks can have.
- How do I add a new member or team to my community?How to add new members and teams to your Directory in Coworks
- How to Remove a Member or TeamHow to delete or remove a member or team from the Coworks app and remove their access and billing
- How to take good pictures for uploading into CoworksThis article will guide you through taking good conference room images.
- How do I send the Coworks app to members, and what is the Welcome Email?How do members get access to the Coworks member mobile app for Android and iPhone? How do they receive their login credentials for the app?
- How to Resend the Member Onboarding EmailHow to manually send or resend the member Welcome Email with links to the member mobile app and member login credentials
- How to Send a Manual Password ResetTrigger a password reset email for a member via the Coworks web dashboard
- How to create RoomsHow to create and customize conference rooms and meeting rooms to be booked by members and guests.
- How new members are added to the communityWhat are the different ways to manually or automatically add new members/teams to the Directory and to receive the Coworks member app
- Can't Upload or Crop your Images?Are you trying to upload photos to your Coworks account but can't get it to work? This article will help you troubleshoot.
- Minimum Operating System version for Coworks MobileWhat iOS and Android versions do you need for Coworks to work on your phone?
- What should I put in my Resources tab?Here are some recommendations for things to include in your Resources tab in Coworks.
- Navigating the Coworks Admin DashboardThis video provides an overview of the different sections of the dashboard, and how you can use them to manage your space.
- How to set up your Stripe integration to be successfulThis is a checklist of the steps necessary to successfully integrate with Stripe.
- How to connect Coworks to your Stripe accountLink your Stripe account to Coworks to utilize the Coworks Billing feature
- How can members add/update their own billing information & payment methods?How members can update their payment sources and billing info in the member mobile app. Members can add credit cards and/or bank accounts.
- How do I create a new billing plan?How to add new recurring billing plans for your members.
- Viewing a Team's Billing HistoryLearn how to see an audit/log history of changes or actions to each team's billing/memberhsip information within your Coworks Admin
- About The Front Desk/Visitor Checkin Tablet AppThis article highlights and explains the Coworks Front Desk app which allows visitor and member check-ins, as well as walk-in lead capture.
- Member How-To PDFsHelpful PDFs for members on how to use the Coworks mobile app to make bookings, view the directory, add payment info, etc.
- How do I set up the Conference Room and Front Desk tablets?How to set up the Coworks Conference Room and Front Desk tablet apps for use in your space.
- How do I download and use the Coworks mobile app?How to download the Coworks member mobile app to your phone and log in using your account.
- Enterprise: How to sign up for an Apple Developer AccountHow to receive a custom app in the app store by signing up for an apple developer account.
- How To Easily Integrate Coworks Into Your WebsiteHow to integrate Coworks into your space's website, landing page, or marketing page (without a developer) using the 'Website Forms' feature.
- How can I allow non-members to signup for and purchase plans on their own?How to generate public plan sign-up links to allow leads to purchase and sign up for plans/memberships directly from your website
- How do I set up the WordPress Plugin for the Membership Request and Tour Request forms?How to use the Coworks WordPress Plugin to easily add the Membership Request Form and Tour Request Form to your WordPress site.
- How to Use the Day Pass FeatureHow to create and share Day Passes to your space for purchase by your community.