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New Coworks Customer Onboarding
New Coworks Customer Onboarding

Just signed with Coworks?? Start here! A Quick Checklist For Success For New Coworks Customers

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

Welcome To Coworks!

If you're reading this then you're likely new to the Coworks Community and family, so WELCOME! We're incredibly honored and humbled that you've chosen us to power your unique space.

The following guide is a few checklist items to ensure that you're set up for success on the Coworks platform and to help kick-start your onboarding process.

Feel free to hit the help button in the bottom right corner to book some time with us or ask us questions directly.

The following (6 min) video will also serve as a brief explainer of our 7 steps for success detailed below.

The 7 Steps For Success

1. Connect Your Stripe Account

First, you'll also want to go ahead and get your Stripe account connected to Coworks. This ensures you can get paid!

Here are articles with simple step-by-step instructions for pairing your Stripe to Coworks and making sure it's all set up properly...
- How to connect Coworks to your Stripe account?
- Coworks Checklist for Successful Stripe Integration

IMPORTANT: Please update your "failed payments settings" in Stripe to avoid auto-cancelling subscriptions and lost revenue. CLICK HERE for instructions.

2. Set up your Coworks subscription payment here.

3. Migrate your data

Next, let's migrate any members or teams that you have signed up already. Do you have a CSV that you can send over? We can import them into our platform following the instructions here or we can load them manually. The main thing is to make sure your billing is set up before adding any members so that we can put them on the proper billing cycles. This means all of your plans need to be created first so that you can assign them to the right members.

Data to import

  1. Members/Teams or Leads/Contacts via Contact csv import

  2. Billing Plans (must be manually created)

  3. Rooms/Equipment, Offices, Desks (via Room csv import)

  4. Bookings (via Booking csv import) note: will need to set a date for the final transition from the previous system.

  5. (optional) Billing credit cards note: manual sync may be required with the billing provider

4. Member Experience Content Creation: Make sure your plans, rooms, resources, and events are updated so that the app looks good for members.

Make sure you've downloaded the mobile app! Find out how here.

The success and buy-in of your member apps start with YOU. We've created an experience that depends on you as the manager creating valuable resources in our resources center, posting relevant events with images, encouraging member profile photos, and adding high-quality conference room photos. Reach out to our team for a free consultation on how to create a beautiful mobile experience!

Content to create

  1. Recurring membership plans

  2. Physical spaces

    1. Bookable resources: (rooms, spaces, and equipment). These can be booked by members or externally to guests.

    2. Dedicated spaces: (suites, desks). This helps you manage your inventory of offices, desks or private resources.

  3. High-quality photos (for rooms/spaces, events etc.)

  4. Member resources and categories. note: the Coworks team can add/edit resource categories for you!

  5. Upcoming events for your community

  6. (optional) Space branding/white-labeling. This is available with our branding add-on package.

5. Setup Your Tablets

Coworks offers a full visitor check-in system via our front desk tablet app. We also offer a real-time updated conference room display tablet app. These incredible tools are included in your subscription (tablets are not provided).

Info on how to set up our conference room and front desk tablet software can be found here.

6. Integrate Coworks into your website and generate more $$$!

Integrating your website to Coworks is critical to optimizing your sales and lead flow processes. We provide several useful integrations as web forms to your website for lead capture, membership inquiries, conference/desk bookings, and automated member sign-up and payment capture.

Read this article to learn how to easily integrate Coworks into your site to generate revenue and capture leads!

A full list of available web forms can be found here.

We also have a plugin to embed these forms on your site. Info on that here. This allows you to start immediately capturing leads in the system.

For custom integrations (like custom sign up forms or scheduling links), you can also leverage our extensive Zapier integration.


Congratulations on making it this far!

Once the above is complete, we will launch your app to your members and you'll be ready for business! We even put together our Community Member Intro to Coworks for your members to help them get onboarded. Once you're ready, we'll hit send and blast that baby out to your members. What better way to please your members than to grace them with a fresh new community app!! You're welcome!

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