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Getting Started
Getting Started
These are helpful articles that you will need to know during the on-boarding phase!
28 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 Use Dedicated Desks Feature
How to manage an inventory of desks for your members to rent as dedicated workspace for a monthly recurring fee
Written by
DeShawn Brown
Updated over a week ago
How to create Resources for your members and community
Our resource center allows you to create custom text documents, links to websites or other documents, and image based walk throughs.
Written by
Tanner
Updated over a week ago
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 Suite/Office 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
Import Rooms Using Manager Dashboard
How to add rooms, equipment, suites, desks via a csv or spreadsheet upload during the onboarding/migration phase using the room uploader
Written by
Tanner
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 team?
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 I reset my password?
Written by
Tanner
Updated over a week ago
Billing
How to setup your Stripe integration to be successful
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