After you complete Kube setup, you can add your customers into Kube. For more information about setting up Kube, see Kube setup checklist.

When you perform setup tasks, you can do so in the following order. If your organization does not use a certain feature, you do not need to complete the setup for it.

NOTES:

This section is intended for Owners and Property Admins.
Depending on the version of Kube your organization uses, some of these articles may not be available, may not be applicable, or may require additional setup.

Customers setup workflow

Company setup NOTE: After you add a company, you can add members, leads, and contacts to the company, as desired.	Company settings Adding a company
	Accounting settings Setting whether companies make automatic payments Setting whether invoicing is automatic Setting whether invoices are automatically emailed Making a company tax exempt (United States tax) or Making a company tax exempt (international) Setting whether a company uses direct debit NOTE: If your organization does not use international tax, skip this step. Setting whether a company is exempt from late fees Setting company custom late fees Setting company net terms Adding a company payment method Adding a company payment method Setting a company's default payment method
	Group settings Selecting whether a company's members have access to company booking units Selecting whether a company's members have access to company coworking passes Assigning a 24/7 booking access group to a company Selecting whether a company's members use member or company booking units first Selecting whether a company's members use member or company coworking passes first
Member setup	Member Information Adding a member
	Group Settings Selecting whether a member has access to company booking units Selecting whether a member has access to company coworking passes Assigning a 24/7 booking access group to a member Selecting whether a member uses member or company booking units first Selecting whether a member uses member or company coworking passes first
Lead setup	Adding a lead
Contact setup	Adding a contact

Setting default company group options

Selecting whether a company's members have access to company booking units

Selecting whether a company's members use member or company booking units first

Selecting whether a member has access to company booking units

Selecting whether a member uses member or company booking units first

Customers setup checklist

Customers setup workflow