Day 1: Community Module

Day 1 of the Community Manager Fundamentals Training will cover the basics of the Community module, which are 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.