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