This article will help you to understand what the onboarding process into andcards looks like. We'll guide you through all steps: from subscribing to the successful launch of your coworking space app.
Step 1. Prepare for the Onboarding Session
Once you sign up, you will meet your andcards happiness manager. The manager will send you a welcome email with access to your web app and a link to schedule the onboarding meeting. What to prepare for the onboarding session:
Square logo for the web app icon.
200-300 character description of your workspace.
Access your domain's DNS to set up a web app URL.
💡 Watch a 4-minute "Get Started" video about andcards to get acquainted with the main app concepts.
Outcome: you have administrator's access to your web app and a meeting with your happiness manager scheduled.
Step 2. The Onboarding Meeting
During the one-hour meeting, your andcards happiness manager will help you define implementation goals, establish a timeline, and provide collaborative support in configuring your web application according to your priorities.
Outcome: you're fully equipped to use the web application and have your next check-in call scheduled.
Step 3. Prepare the Web App
Equipped with administrative access, personalized implementation guidelines from the onboarding meeting, and our help center, you can complete the web app setup. Normally it takes several hours to:
Add meeting rooms and desks
Connect a payment gateway like Stripe
Create companies and invite members
Create plans and subscriptions
Prepare for branded mobile apps (Pro plan only)
The time requirement largely depends on how many locations and accounts you need to set up with andcards. Setting up one account takes approximately 5 minutes.
Outcome: your web app is ready for use. Your members are invited and started using the web app. Your mobile apps are published with the following mobile release.
Step 4. Launch and promote your apps
Now that your existing members are all set, turn the focus to attracting new members and generating new revenue. Take your time to:
Watch the andcards webinar on onboarding and activation (28 minutes).
Connect your apps to the marketing website to accept external room bookings, day passes, and sign-up for plans
Outcome: your room booking, desk booking, invoicing, and payments, are mostly fully automated. Nonmembers book and sign up independently.
Even beyond the onboarding time, we help you by sending personalized tips on promoting your apps, conducting free webinars, and increasing user activation. Essential, Pro and Enterprise customers also enjoy quarterly check-in calls to review progress and get advice on getting the most out of andcards.