Knowledge Hub
A Comprehensive Resource Collection
Refunding a client's credit/debit card with a Credit noteStep by step instructions to refund a payment
Refunding a client's depositStep by step instructions to create a credit note for a deposit already received
Creating a credit noteStep by step instructions to create a credit note
Creating a custom invoiceStep by step instructions to create an Invoice
Reviewing outstanding invoicesFilter all of your open invoices
Reviewing how billing configuration worksGoing through the billing settings and their outcomes
Adding processing fee to paymentsStep-by-step instructions to add a processing fee
Pausing Billing for a Subscription/MembershipPutting on hold a subscription
Enabling Auto-chargeSimplify your billing process with the Auto-charge feature
Understanding why an invoice has not been paid automaticallyTroubleshooting Unpaid Invoices
Understanding why a client invoice has not been generatedUnissued client invoices, common causes and solutions
How to generate an invoice before the billing cycleStep by step guide to generate an upcoming invoice before the invoice generation day
Using Credit Notes and Prepaid Balances for InvoicesLearn how to automatically apply credit notes and prepaid balances to settle invoices
Working with day passesStep-by-step instructions to check in on a user's behalf, review check ins, and canceling a check in
Setting and working with creditsUnderstanding how to work with credits
Creating plans, products, and services for a certain group of usersCustomizing your plans, products, and services for specific groups.
Assigning or modifying a plan for an office, desk, or room.Discover how to link elements to a pre-purchased membership
Booking credits not workingFixing most common issues when working with credits
Choosing Between Desk Booking and Day Pass SystemsDifference between regular desk booking vs Day pass
Setting working hours for your Elements/ItemsConfigure your business hours for your workspace
Setting items in your inventory to be visible to certain group of usersCustomizing your rooms and desk groups for specific groups.
Working with the booking settingsConfigure how do you want to work with your regular bookings
Reviewing your bookingsOpen the calendar view to review your bookings
Editing or cancelling a bookingCanceling Bookings in Booking Management
Setting booking dependency with your elementsSet an element (room/office/desk group) to be automatically booked if another element has been booked
How to configure bookable conference roomsCreating a conference room to have it available for Hourly/half day/Daily booking
How to configure bookable desksCreating a desk group to have it available for Hourly/half day/Daily booking
How to configure bookable private officesCreating a private office to have it available for Hourly/half day/Daily booking
How to configure the day pass system for desksConfiguring your desk group to be available via a day pass
Setting your minimum time interval, booking attributes, and preparation timeConfigure your booking intervals to adapt to your needs
Setting closure daysClosing your business for specific days
Creating a discount codeStep-by-step instructions to create a discount code
Request a password resetReset a password for an account
Working with Menu ItemsEnabling or disabling Menu elements
Enabling the client self sign-up flowAllow customers to create an account without making a purchase
Changing Display Language in Your WorkspaceSetting the language for your workspace and your profile.
Setting a private profile pictureAdding a profile picture that can be seen only by admins