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• 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 invoicing. Permit members to include usage-based expenses into an upcoming invoice. Automate add-ons (recurring invoice items) Grant and remove Kisi door access. Grant and remove SALTO KS door access. Convert the main currency into the alternative one on aVery popular

• 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 paymentVery popular

• 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 managerPopular

• Use alternative currency

  Your app allows you to select the alternative currency and apply it to converting invoices 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 automatPopular

• Send an invoice

  Your app allows two ways to send the invoice: manual and automated. Before sending the invoice, ensure you enabled invoicing in your location. Manual Go to Community and select a member/company. Go to Invoices and press Create Invoice top right. Confirm your choice. Tap "Create item" and specify the name, unit price, quantity > Create. Manually created invoices use today's date and the next aPopular

• Invite a member

  To access member-only parts of your app, users need to be invited as members. 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 ExcPopular

• Create plan add-ons

  Add-ons allow you to create recurring invoice 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-Some readers

• 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!Some readers

• Manage Auto-Pay

  Your app allows you to control how your members receive and pay invoices.  Understand Auto-Pay and Auto-Invoice Auto-Pay and Auto-Invoice properties allow you to automatically send invoices and collect payments. You can set at a member or a company level.  Auto-Invoice automatically generates invoices making them ready for payment at the end of each billing cycle. Auto-Invoice can be set upon assigning or editing a plan. Use membership plans ![Some readers

• Sell credits

  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 **SettiSome readers

• 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/artSome readers

• Pay for invoice

  There are two ways to pay for a personal or company invoice: 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 invoice is ready for payment the notifications are sent to email and with pusSome readers

• How to use credits

  Credits is an internal currency inside your app that you can use to sell any resources to your members. 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".Some readers

• Manage company settings

  Administrators and company managers can manage the settings of the company. Administrators Administrators can edit invoicing-related company properties, including: Company name Company invoicing details "Auto-Pay" Alternative currency settings ![Editing a company asSome readers

• 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!Few readers

• 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 puFew readers

• Charge an invoice

  If the payment for the member's or company's invoice failed, you can still initiate charging this invoice. To charge the invoice, do the following: Go to Community and select a company or a member. Go to Invoices and choose the invoice unpaid. Select member's or company's default payment method and press Charge. In case of successful charge, the status of invoice will be changed to "Paid".Few readers

• Give a discount

  Giving discounts to your members differentiates the price for services you sell for members and non-members. You can issue a discount for individual members and companies by assigning a membership plan. Use membership plans The discounts can apply to: Monetary prices (payments made with card, wallet, invoice). Credit prices (payments made with the company or personal credits). How to use credits HFew readers

• Refund a transaction

  Your app allows two ways to refund a transaction: manual and automatic. Automatic Your customers receive an automatic refund of their credit transactions and payments made with KakaoPay. Learn more about Kakao Pay Automatic refund applies only to room bookings and event tickets canceled according to your settings of "Rescheduling Policy" and "Refund Policy" in the app. Manual Administrators refund monetaryFew readers