General
29 articles

Written by Tanner, Cameron Draper and DeShawn Brown



Visitor Check Out on the Tablet
How can visitors check out of your space?
Written by Tanner. Updated over a week ago
Transactional Email Notifications
All about the format of the different transactional emails at Coworks and how they look to your members
Written by Tanner. Updated over a week ago
How to Change Default Country Code Flag Display For Phone Numbers on Web Forms
How to change the default US flag country code displayed for phone numbers on public booking, lead and signup forms
Written by Cameron Draper. Updated over a week ago
Custom Apps: How to renew your Apple developer memberhsip
How to renew your annual apple developer membership to restore your app listing on the app store.
Written by DeShawn Brown. Updated over a week ago
How to see which members visitors were coming to see
Want a log of who guest came to visit?
Written by Tanner. Updated over a week ago
How to filter and sort your directory
How to use the filter & sort options to organize your members and teams list by name, checked in, joined date, ascending, descending & more
Written by DeShawn Brown. Updated over a week ago
How to use the Onboarding Status on a member's profile
How to use the onboarding status flag on a member profile
Written by DeShawn Brown. Updated over a week ago
How to give teams the ability to automatically add a free team member
Use this link when you want to give a team the ability to add additional free members
Written by Tanner. Updated over a week ago
How to add photos, links, and rich text to day pass and public plan forms
How to customize your day pass and public plan forms to add line photos and styled text
Written by Cameron Draper. Updated over a week ago
Coworks Mobile App Settings in your Manager Dashboard
How to Toggle your Mobile App Features
Written by Tanner. Updated over a week ago
How to find out how many members have deactivated from your coworking space
Find the number of members who have left your coworking space, helpful for figuring out your churn rate
Written by Tanner. Updated over a week ago
How to see who has logged in to the member app.
How to find out which one of your members has been able to successfully download and login to the Coworks app from the onboarding email
Written by DeShawn Brown. Updated over a week ago
How to Customize Automated Transactional Emails
Customize the emails that are sent automatically when someone buys a day pass, creates an external booking, or RSVPs to an event etc.
Written by Cameron Draper. Updated over a week ago
How to store and view documents and files on teams/members
How to use Documents to upload files and important docs (like lease or membership contracts) and attach to a member or team's profile
Written by Tanner. Updated over a week ago
How to move Teams to another Campus
How can I change a member or team's campus or move a full team from one location to another within my community.
Written by DeShawn Brown. Updated over a week ago
How to Disable Pop-Up Blockers in your Browser
In the event you are experiencing issues Uploading an Image or File in the CoWorks Software
Written by Tanner. Updated over a week ago
Add photos/attachments to email announcements
How to add custom photos or attach images, files, and documents to emailed announcements sent to your members and the onboarding email
Written by DeShawn Brown. Updated over a week ago
How To Use Visitor Checkins
How to use the visitor checkin system to capture guests and visitors and accurately track and manage who has been in your space.
Written by DeShawn Brown. Updated over a week ago
How To Reset Your Password Through The Member App
How members can easily reset their password or recover their account through the mobile apps.
Written by DeShawn Brown. Updated over a week ago
How to Change a Member's Team
If you need to move a member to another team or create a new one for them, this is how you do it
Written by Tanner. Updated over a week ago
How to Edit your Calendar Entries in Coworks
Brief Article on how to modify or edit your existing Calendar Entries for bookings or events
Written by Tanner. Updated over a week ago
How do I successfully transfer ownership of a Coworks account to a new admin?
This will cover what you will need to do to change the admin in Coworks as well as make sure your Stripe account is transferred as well.
Written by Tanner. Updated over a week ago
How To Change a Team's Admin
Changing the admin of the team.
Written by DeShawn Brown. Updated over a week ago
How to Activate/Deactivate Teams and Members
How to view and change your active/inactive teams and members in the Coworks Dashboard
Written by Tanner. Updated over a week ago
How To View Event Attendees
View the attendees for each event directly in your admin Calendar tab or mobile app
Written by DeShawn Brown. Updated over a week ago
How do I utilize the Custom Fields functionality?
This article describes how to use Custom Fields for Leads and Members, including finding reports of your Custom Fields.
Written by Tanner. Updated over a week ago
Sending Push Notifications + SMS Messages Using the Announcements Feature
This article describes the functionality of Coworks Announcements push notifications + SMS messages features with steps on creating them.
Written by Tanner. Updated over a week ago
Sending Emails Using The Announcements Feature
This article describes the functionality of Coworks Announcements emails feature with steps on how to create your first email announcement.
Written by Tanner. Updated over a week ago
How do I make events public or private by default?
This article shows where to find and change the default calendar new event creation settings.
Written by Tanner. Updated over a week ago