We've created this 'Get Started' guide to help you set up your location, and then build on the basics. There are lots of ways to save time and provide excellent service to members in andcards.

Introduction

To begin, familiarize yourself with several key concepts:

Product — the entire app that can multiple locations. Changes apply immediately to all locations and branded mobile apps. Only product administrator can change product settings.

Location — a part of the product representing a specific location (site, branch), where members belong. Location settings apply to a specific location only. Only location administrator can change location settings.



To learn more about specific admin permissions, compare administrator roles.

1. Set Up Your App
Total time: 10 minutes

You'll need:
Your business's brand materials (square logo, colors).
Access to your domain name's control panel to set up a custom subdomain.
Your privacy policy and terms of use text.
Short welcome message for members.
Your Intercom, Twilio integration details.

Start by opening your web application. If you forgot the web app URL, log in to andcards here.

Then go to Product Settings and customize the product's look, set up custom subdomain, top level integrations, and paste the text of your policies.

To find Product Settings on the web: go to the main page > locate Product Settings on the left side panel.
To find Product Settings on the mobile: go to the main page > (...) menu top left > Product Settings.

Since you are processing personal data, various country laws and app publishing platforms require you to disclose privacy practices and forbid questionable content and behavior. You are required to add a privacy policy and terms of use to your application.

2. Add Locations
Total time: 3 minutes

You'll need:
Basic information about locations (name, address, description, contacts, photo or video).
Location guides (e.g. parking, pets, printing)

andcards supports multiple locations. Add all locations of your coworking space business to the app. How to add a location.

Then complete the Information page—it helps your customers recognize what location and application they're using, get your address, Wi-Fi password, answers to common questions, and other general information.



3. Set Up Locations
Total time: 10 minutes

You'll need:
Your business's billing and bank details.
Local sales or VAT tax rate.



andcards comes with a multitude of features and integrations for many dimensions of your business. Go through the Settings of your locations to set general settings, disable features you'll launch later, and connect integrations.

4. Set Up Modules
Total time: 30 minutes

You'll need:
General information about the location, such as address, website, community guidelines URL, Wi-Fi password, refund policy, etc.
Relevant content for every module you enable. For example, if you enable Rooms, you'll need room names, pricing, photos, descriptions.

Then work your way through every module you've enabled. Make sure there are no empty pages or loose ends. To minimize the chances your customers stumble upon an empty page, add at least one piece of content to every module: rooms, desks, Stream, events, benefits, and others.

To test what your web app looks like, invite yourself as a member using an alternative email address, and use an incognito mode or a different browser to log in.

Some features, like room display or visitor display require a companion tablet and a Professional plan.

If you're on a Professional plan, prepare for branded mobile apps as soon as your web application is all set.

5. Create Companies and Invite Members
Total time: 20 minutes

You'll need:
Spreadsheet with members's name, email, and other relevant information.

If your tenants are companies, go to Community and create companies before inviting individual members. Assign company plans right away, so that company members get immediate access to credits, billing, access, and discounts upon account activation.

Individual members need to be invited to the application. andcards offers multiple ways to invite members:

If you've not launched your business yet, you can just familiarize yourself with all the ways you can invite a member. Try inviting your team members to test the system.
If you're upgrading to andcards with less than a few dozens of members, we recommend asking them to request to join.
If you have many members already, prepare a spreadsheet for the "Mass Invite" feature to invite them all at once.



Discover the Help Center
Time: 5 minutes

andcards Help Center is your go to place for:

Contacting support by leaving a message or chatting in real-time.
Sharing feedback with andcards.
Finding answers on a wide range of topics.

How to contact support or leave feedback

Don't forget to say hi to us. 👋  We're always here to help!


Want to discover all andcards benefits in one call? Book a personal andcards demo!
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