Memberships can be assigned from the floor plan and from the Memberships page.
Note: To assign a membership, Resources and Memberships must already be imported or manually created in the platform.
Important: The type of the resource should match the type of the Billing Plan used to create the membership (for example, you cannot have a membership for a dedicated desk and assign it to an office).
Assign memberships from the Memberships page
Go to Operations > Memberships. Here is a list of the available memberships that have been either imported or created manually.
Memberships that can be assigned to a resource will have an Assign button available below the membership name and next to the membership location.
There are 3 types of permanent/assignable resources (those are the default ones, but you can create custom resources - learn how to do that here):
Dedicated Desks - a.k.a Fixed - permanent desks;
Private Office - permanent by nature;
Private Office Desk - a desk in an office that can be assigned independently.
Click Assign, and you can assign the selected membership to a corresponding resource in the dialog that opens:
Resource - the specific resource to which the membership should be assigned. Select an available resource from the drop-down menu.
Start Date - test he date when the membership assignment should take place; this often aligns with the membership Start Date.
End Date (optional) - set the date when the membership assignment should end.
When you're finished, click Assign.
Assign memberships on the floor plan
To link shapes to already created resources and assign memberships to them:
Go to Space and open a floor plan.
Select a shape and choose a resource from the -No Resource- dropdown menu in the side panel.
In the Membership section, click Assign.
Select the membership you want to assign to this resource, set the duration, and click Assign.
