We've created this 'Get Started' guide to help you set up your location and build on the basics. Explore how to save time and provide excellent service to members with andcards.
Introduction
To begin, familiarize yourself with several key concepts:
Location — the specific physical place or address where your coworking space site is situated. Location settings apply to a particular location only. Only the location administrator can change location settings.
Network — the collection of locations your company manages in the unique instance of the andcards platform. Changes apply immediately to all locations and branded mobile apps. Only the owner can change network settings.
To learn more about specific admin permissions, compare administrator roles.
1. Set Up Your App
Total time: 10 minutes
You'll need the following:
Your business's brand materials (square logo, colors).
Access your domain name's control panel to create a custom subdomain.
Your privacy policy and terms of use text.
Your app description.
Your Twilio integration details (if necessary).
Steps to set up your app:
Log in to the web app. If you forgot the web app URL, log in through the andcards website.
Go to Network Settings, set up custom domain, an email footer, customize your app's look, and paste your policies' text.
To find Network Settings on the web: go to Locations > locate Network Settings on the left side panel.
To find Network Settings on the mobile: go to the main page > (...) menu at the top > Network 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 must add a privacy policy and terms of use to your application.
2. Set Up Locations
Total time: 15 minutes
You'll need the following:
Basic location information (name, address, description, contacts, photo, or video).
Location guides (e.g., parking, pets, printing)
Your business's invoicing and bank details.
Local sales or VAT tax rate.
Steps to set up the locations:
Complete the Information page.
3. Go through the Settings of your locations to set general settings, enable features you'll launch first, and connect integrations such as a payment gateway.
3. Set Up Modules
Total time: 30 minutes
You'll need the following:
Cover photos for rooms and desks and any other services you provide.
Prices for your products and plans.
Steps to set up the modules:
Go to Locations > Rooms and add your rooms.
Go to Locations > Desks and add your day pass.
Visit Community and create plans.
To test what your web app looks like for members or nonmembers, explore it from the user's side.
Some features, like room display or visitor display, require a companion tablet and a Pro plan. Order your branded mobile apps
4. Invite Members
Total time: 5 minutes per account
You'll need the following:
Spreadsheet with members' names, emails, and information about their subscriptions.
Steps to invite members:
Invite members using a mass invitation file.
Introduce what the new app can do for your members via Feed, newsletter, and by promoting the app on the social media and marketing site.
Watch all useful tips in the webinar on members' onboarding and activation.
Discover the Help Center
Time: 5 minutes
andcards Help Center is your go-to place for finding answers on various topics and getting started guides. Sign up for free upcoming webinars to get more useful tips on managing your space.
Don't forget to say hi to us. 👋 We're always here to help!