Yardi Kube

Customers

Companies

Company Overview main information section

Company Overview billing section

Company Overview products & services section

The Company Overview is the first screen you see when you view a company's record and shows information about different aspects of company information by property. This section describes the Company Overview and its sections.

Company Overview

Adding a company

Reviewing and editing company information

Customizing company custom fields per property

Reviewing company history

Reviewing a company's organizational structure

Viewing the company snapshot

Reviewing and editing memberships

Adding additional memberships

Updating a company's primary contact

Archiving and activating companies

Deducting company one-time hours/credits

Deducting company one-time coworking passes

Assigning a user and company type to a company

Viewing and adding custom table information

Setting whether companies make automatic payments

Setting whether invoicing is automatic

Setting whether invoices are automatically emailed

Setting whether company charges are paid immediately or added to the monthly invoice

Setting whether a company is excluded from dunning

Making a company tax exempt (United States tax)

Making a company tax exempt (international regions)

Setting whether a company uses direct debit

Setting whether a company is exempt from late fees

Setting company custom late fees

Setting company net terms

Setting company split invoicing settings

Adding a company payment method

Setting a company's default payment method

Company Accounting Settings

Assigning a booking discount group to a company

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 can only book using credits

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

Adding a company member group

Adding credit overage limits

Company Group Settings

Members Introduction

Members

Converting a member to a lead

Deducting member one-time hours/credits

Deducting member one-time coworking passes

Updating member custom fields

Updating member portal roles

Assigning a major and minor to a member

Assigning an industry type to a member

Assigning a user and company type to a member

Archiving and activating a member

Adding a member

Reviewing member history

Updating a member's email address/username

Viewing and editing a member's additional companies

Unbanning a member

Reviewing and editing member information

Member Information

Assigning a booking discount group to a member

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

Selecting whether a member can only book using credits

Member Group Settings

Lead to member flow overview (Prospect Portal)

Adding a lead

Reviewing and editing lead information

Reviewing potential lead duplicates

Reviewing lead history

Converting a lead to a member

Archiving and activating a lead

Assigning a user and company type to a lead

Assigning an industry type to a lead

Assigning a major and minor to a lead

Updating lead custom fields

Leads

Adding a contact

Reviewing and editing contact information

Converting a contact to a member or lead

Archiving and activating a contact

Assigning a user and company type to a contact

Updating contact custom fields

Contacts

Configuring member hours/credits amenities

Configuring member coworking pass amenities

Configuring data/Wi-Fi amenities

Configuring voice amenities

Configuring access control amenities

Amenities are products and services that your members and prospects can purchase. Certain amenities require configuration, or assignment to a specific member, in order for them to be used. This section describes configuring different types of amenities.

Amenity Configuration

Checking in a coworking pass member

Checking out a coworking pass member

Coworking Passes

Find answers and get help from Intercom Support and Community Experts

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