Operations

An introduction to the Operations module — where you manage your members, teams, bookings, check-ins, visitors, and support tickets.

Overview

The Operations module is where you handle the day-to-day activity of your coworking space. It gives you a unified view of the people using your space, how they interact with your resources, and any support they need.

From here you can manage:

• Who is in your space (members, contacts, and visitors)
• How they organize (teams)
• What they book (meeting rooms, desks, equipment)
• When they arrive (check-ins)
• What they need help with (help desk)

Sections

Members & Contacts

View, create, and manage all customer profiles — both active members and contacts without a plan.

Teams

Group customers into teams for shared billing, access, and communication.

Visitors

Track visitor arrivals, pre-register guests, and manage visitor logs.

Bookings

View and manage all resource bookings, including the booking calendar.

Check-ins

Monitor who is currently in your space and review check-in history.

Help Desk

Manage support tickets submitted by your members.

How to access

Navigate to Operations in the left sidebar. The section expands to show all available sub-pages depending on your role and enabled modules.

Key concepts

Term	Meaning
Customer	Any person in your system. Customers are either members (with an active contract) or contacts (without one).
Member	A customer with at least one active contract. Membership is determined automatically by contract status.
Contact	A customer without an active contract. Contacts can still log in and interact with limited portal features.
Team	A group of customers — often representing a company — that can share plans, invoices, and access.
Booking	A reservation for a resource (room, desk, equipment) at a specific date and time.
Check-in	A record of a customer arriving at your space, captured via QR code, access card, app, or manual entry.

Common workflows

Onboarding a new customer

1. Go to Operations → Members and click Add customer.
2. Fill in their profile details (name, email, company).
3. Optionally assign them to a team.
4. Create a contract under the Contracts tab to make them a member.
5. They receive a welcome email and can log in to the Members Portal.

Handling a booking on behalf of a member

1. Go to Operations → Bookings and click New booking.
2. Select the customer, resource, date, and time.
3. Confirm the booking — the member is notified automatically.

Reviewing today's check-ins

1. Go to Operations → Check-ins.
2. Filter by today’s date to see who has arrived.
3. Use this to monitor occupancy or verify access.

Responding to a help desk ticket

1. Go to Operations → Help Desk.
2. Open a message to view the member’s request.
3. Reply directly — your response is sent to the member by email and appears in their portal.

Related pages

Billing & Products

Set up the plans, products, and resources that drive your operations.

Access Control

Configure how members check in and access your space.