Getting Started

These are helpful articles that you will need to know during the on-boarding phase!

26 articles in this collection
Written by Tanner and DeShawn Brown

How To Use The Day Pass Feature

How to create and share Day Passes to your space for purchase by your community.

Written by DeShawn Brown
Updated over a week ago

Basics

How To Update My Email Notification Preferences

This article explains how to manage the email notification settings for your Staff account in the Admin Dashboard

Written by DeShawn Brown
Updated over a week ago

How To Use The Occupancy Feature

This article explains how to use the Coworks Occupancy feature to better manage your inventory of workspaces and understand capacity

Written by DeShawn Brown
Updated over a week ago

How To Use Passport Checkins

How to use the passport checkin system to expand your network and connect with other coworking spaces.

Written by Tanner
Updated over a week ago

New Coworks Customer Onboarding

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

Written by DeShawn Brown
Updated over a week ago

How To Add Internal Staff to the Admin Dashboard

How to add new staff and team members to the Coworks Dashboard for internally managing your community and members

Written by DeShawn Brown
Updated over a week ago

How To Use Member Checkins

How to use the member checkin system to accurately track and manage who has been in your space

Written by DeShawn Brown
Updated over a week ago

What are the different roles?

This article describes the roles that a user in Coworks can have.

Written by Tanner
Updated over a week ago

How do I add a new member or company?

Written by Tanner
Updated over a week ago

How do I remove a member or a team?

Written by Tanner
Updated over a week ago

How to take good pictures for uploading into Coworks?

This article will guide you into taking good conference room images.

Written by Tanner
Updated over a week ago

How do I send the Coworks app to members & What is the welcome email?

How do members get access to the Coworks member app for Android and iPhone? How do members receive their login credentials for the apps?

Written by DeShawn Brown
Updated over a week ago

How do I resend the member onboarding email?

How to manually send or resend the member welcome email with links to the member mobile apps and member login credentials

Written by Tanner
Updated over a week ago

How do I import members from a CSV file?

Written by Tanner
Updated over a week ago

How do I send a reset password request to a member?

Written by Tanner
Updated over a week ago

Billing

Coworks Checklist for Successful Stripe Integration

This is a checklist of the steps necessary to successfully integrate with Stripe.

Written by Tanner
Updated over a week ago

How to connect Coworks to your Stripe account?

Written by Tanner
Updated over a week ago

How do I enable ACH through Stripe and confirm it’s been activated?

Written by Tanner
Updated over a week ago

How can members add/update their own billing information & payment methods?

How members can add/update their payment sources and billing info directly in the mobile apps. Members can add credit cards and ach (on iOS)

Written by Tanner
Updated over a week ago

Conference Tablets, Front Desk, Mobile Apps

About The Front Desk/Visitor Checkin Tablet App

This article highlights and explains the Coworks FrontDesk app which serves visitor and member checkin as well as walk-in lead capture

Written by DeShawn Brown
Updated over a week ago

How do I set up the Conference Room and Front-Desk tablets?

Written by Tanner
Updated over a week ago

How do I download and use the Coworks mobile app?

Written by Tanner
Updated over a week ago

Enterprise: How To Sign Up For Apple Developer Account

How to receive a custom app in the app store by signing up for an apple developer account.

Written by Tanner
Updated over a week ago

My Website Setup

How To Easily Integrate Coworks Into Your Website

How to integrate Coworks into your space website, landing page, or marketing page (without a developer) using the 'Website Forms' features.

Written by DeShawn Brown
Updated over a week ago

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

Written by Tanner
Updated over a week ago

How do I setup the Wordpress Plugin for the membership and tour request forms?

Written by Tanner
Updated over a week ago