Day 1 of the Community Manager Fundamentals Training will cover the basics of the Community module, which is an essential part of the process of managing your coworking space.
Duration: 1 hour
Setting: Remote/Online
Day 1: Community Module
Managing customer data:
Add a company.
Add a company member.
Add an individual member.
Member/Company statuses and labels.
Add custom properties to a company/member.
Managing purchased services:
Assign a membership to a member.
Assigning a membership to a resource.
Cancel a membership.
Discount a membership.
Add & send contracts (optional).
Manually add day passes.
Granting & updating portal access:
Invite a member to the members portal.
Invite multiple members to the members portal.
Difference between user and member.
Change the email of a member.
Mark members as former and what that means for their access to the portal.