All Collections
Getting Started
Onboarding
Get started with your new app
Get started with your new app
Updated this week

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:

Product β€” the entire app that can have multiple locations. Changes apply immediately to all locations and branded mobile apps. Only the app owner can change product settings.

Location β€” a part of the product representing a specific location (site, branch) where members belong. Location settings apply to a particular location only. Only the 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 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:

  1. Log in to web app. If you forgot the web app URL, log in through the andcards website.

  2. Go to Product Settings, set up custom domain, an email footer, customize your app's look, and paste your policies' text.

  • To find Product Settings on the web: go to Locations > locate Product Settings on the left side panel.

  • To find Product Settings on the mobile: go to the main page > (...) menu at the top > 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 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:

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:

  1. Go to Locations > Rooms and add your rooms.

  2. Go to Locations > Desks and add your day pass.

  3. Visit Community and create plans.

  4. Fill out all the rest of the modules, such as Events, Feed, Shop.

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:

  1. Invite members using a mass invitation file.

  2. 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. πŸ‘‹ We're always here to help!

Did this answer your question?