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Selecting whether a member uses member or company booking units first

Updated over 3 months ago

Company booking units are booking units that a company's members can use to make bookings. Unlike member booking units that are assigned to specific members, company booking units are shared among a company's members.

You can control whether members use member or company booking units first when making bookings. If members use company booking units first, they do not use member booking units until all available company booking units have been used. You can also control whether members have access to company booking units. For more information, see Selecting whether a member has access to company booking units.

This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.

NOTES:

  • Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

  • You can update the company's whether members use member or company booking units setting first to update all of that company's members at the same time. For more information, see Selecting whether a company's members use member or company booking units first.

  • Members use one-time booking units before recurring booking units. For example, if a member uses company booking units first, they use company one-time booking units until there are none left before using company recurring booking units. Once all company booking units are used, they use member one-time booking units before using member recurring booking units.

Selecting whether a member uses member or company booking units first

  1. Select Customers in the top menu and select Members from the drop-down menu.

  2. Locate the member in the grid and click the member's name. The Member Essentials window appears. Click Detailed View.

  3. In the side menu, click Groups & Hours.

  4. Click the Edit button.


    CAUTION: For Members assigned to multiple companies, ensure the correct company has been selected that the edits should be made to.


  5. Select a Use Company Units Before Member Units option.


    NOTE: If you select Yes, the member uses company booking units before they use their member booking units.


  6. Click Save.

TIP: The next step in the Kube customer setup process is to set whether the member uses member or company coworking passes first. For more information, see Selecting whether a member uses member or company coworking passes first.

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