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Manage members, plans, and billing
Your coworking space app allows automating billing through plans. A bill can contain some of the following items: Recurring membership fees from the assigned membership plan Recurring add-ons added upon the plan Upcoming bill items for the next day, week, or month (according to the plan period) Manually added one-off fees. Fees resulting from the company's use of the optional "Company Bill" payment method
Use membership plans
A membership plan, or simply "plan," can be assigned to an individual member or a company and allows do the following: Keep a track of membership type, start and end dates. Give credits automatically. Automate billing. Permit members to include usage-based expenses into an upcoming bill. Automate add-ons (recurring bill items) Grant and remove Kisi door access. Convert the main currency into the alternative one on a daily, weekly, and monthly basis. How to create
Manage company payment method permissions
Your company managers can manage who can use a company payment method (e.g. card, bank account). It is useful when company managers want to restrict the use of a company payment method only to the purchase of certain types of products like credits or bookings. Manage Permissions As a prerequisite, the company must have a company manager assigned. To give permission to use the payment method, a company manager needs to do the follow
Your coworking space app allows you to sell credits to members through Membership > Credits page. Connect a payment system Credits can be purchased with money or bill payment methods. If you'd like to sell credits for money, connect a payment gateway first as described below. If you use Stripe, go to Settings > Stripe and connect your account. If you use another available payment gateway, make sure to connect it in **Setti
Invite a member
To access your coworking app, members need to be invited. There are several ways to invite members to join. Individual Invite (manual) Send individual invites to join to a handful of members: Open Community and press Invite Member at the top right. Fill in the details and press Send Invitation. The member will receive an email to activate the account. If no email comes, ask them to check the spam folder. Mass Invite (manual) Upload a Microsoft® Excel® file to invite
Explore Payments page
Your app has Payments page that allows both administrators and members to have better control over the payments in the app. For administrators: Admins go to Community > pick a member/a company > Payments page. Admins can see: The payment methods added by the member or company manager. The payment method saved by default. Transactions page of this member or company. Stripe Customer page. For members and company managers: Members and company manager
Your app allows you to control how your members receive and pay bills. Understand Auto-Pay and Auto-Bill Auto-Pay and Auto-Bill properties allow you to automatically send bills and collect payments. You can set at a member or a company level. Auto-Bill automatically generates bills making them ready for payment at the end of each billing cycle. Auto-Bill can be set upon assigning or editing a plan. Use membership plans !(https://storage.cri
Manage company members and managers
Your members can be grouped into companies. Company members and managers Companies can have members and managers. How to add company members? Your app offers you several ways of adding a member to a company: To add a member to a company, go to Community > pick a member > press on "Select Company" > choose a company from the list. To add a member to a company, follow these steps: Open Community and pick a company. If you haven't yet, [create a company](/en/art
Pay by bill
There are two ways to pay by a personal or company bill: manual and automatic. Manual Payment Manual payment is required in two cases: A member or a company has no default payment method on Membership > Payment Methods page. A member or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay. When bill is ready for payment the following notifications are sent: !(https://stor
Create a company
To create a company open Community, press "More" button top right, and select Create Company. Type company name and confirm. Want to discover all andcards benefits in one call? Book a personal andcards demo!
How to use credits
Your app has a concept of credits that can be used as an internal currency in order to sell any resources for your members inside the app. You can easily combine the monetary price with your credits system. We recommend: 1 ⭐️ = 1 monetary unit. What you can sell for credits: Rooms Desks Event tickets Products in Shop How to enable the credits: Navigate to Settings > General. Turn on "Credits > "Save". Enable the price in credits upon add
Assign administrator role
To make someone an administrator, follow these steps: Open Community > Members. Open a member, press (...) top right, and select Edit. Select Administrator role and press Save. Important! Before taking off yourself from an administrator role, make sure to assign at least one administrator to a location. Want to discover all andcards benefits in one call? Book a personal andcards demo!
Manage requests to join
Users that open your app can request to join as a member by pressing "Request to join" button on the main screen. Pressing the button opens a dialog window to capture more information about the request, such as full name, location of interest, and self-introduction. When users press Request, a push notification is sent to all location administrators. Administrators can open the pu
Create plan add-ons
aAdd-ons allow you to create recurring bill items for the whole plan period and charge your members fixed fees on a regular basis. To create a new add-on, follow the steps below. Go to Community and select a company or a member. Assign a plan (or press on the active plan if it was already assigned). Locate Create Add-on button under the Payment section. Confirm your choice. !(https://storage.crisp.chat/users/helpdesk/website/3b70baabd41fb000/d884e261-c412-420f-9e36-7e
Use alternative currency
Your app allows you to select the alternative currency and apply it to converting bills for particular members and companies. Add an alternative currency Follow these steps to add an alternative currency to your location: Go to Settings > General. Locate the "Alternative Currencies" section and press on "Add Currency". Select a necessary currency from the drop-down and keep the "Autoupdate Rate" switch turned on if you want the currency rate to be updated automatica
Create a bill
To create a bill manually, follow the steps below. Go to Community and select a company or a member. Go to Bills and press Create Bill top right. Confirm your choice. Manually created bills use today's date and the next available sequence number. The bills are not ready for payment unless you create an item. Want to discover all andcards benefits in one call? Book a personal andcards demo!
Edit company billing details
You can provide company managers with the authority to edit the company billing details, company email, and company bill spending options. Enable editing billing details: In order to do it, follow these steps: Navigate to Settings > Membership. Turn on "Edit Billing Details". Right after this, your company managers are able to navigate to Membership > go to Settings below their company name > press (...) menu top right > press "Edit" to make the changes.