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Monitor bookings, revenue, and workspace activity.
Today's Focus
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Bookings Today
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Active reservations
This Month
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Total bookings
Invoices Paid
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This month
Invoices Overdue
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Past due date
Active Members
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On a plan
Booking Overview
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Rooms
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Bookings
View, filter, and manage all reservations.
Filter:
| Date/Time | Room | Guest | Type | Credits / $ | Status | Actions |
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Rooms
Manage rooms and block off unavailable times.
Rooms
| Room | Capacity | Drop-in Rate | Status | |
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Upcoming Blocks
| Room | Date/Time | Reason | |
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Members
View member profiles and manage credit balances.
Name
Plan
Type
Credits
Joined
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Mail & Packages
Notify a member when they have mail or a package waiting.
Membership Plans
Define the tiers available to members. Credits = hours of room booking included per month.
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Day Pass
Offered to drop-in guests and members.
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Settings
Configure office hours, branding, and WiFi information.
Bookable Hours
Set the hours available for booking each day. These apply to all booking calendars.
Logo & Branding
Notifications
Login Page Photos
These appear on the left panel of the member portal sign-in/sign-up page. Paste in any public image URL.
Space Address
WiFi
All Invoices
Search, filter, and manage every invoice across all members.
Status:
| Invoice # | Member | Status | Amount | Due Date | Type | Notes |
|---|---|---|---|---|---|---|
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Analytics
Revenue, membership, and workspace utilization.
Revenue — This Month
Total Revenue
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Member Invoices Paid
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Drop-in Revenue
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Outstanding Invoices
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Revenue Trend — Last 30 Days
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Membership — This Month
Total Active Members
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New Members
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Members Lost
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Active Subscriptions
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Member Growth — Last 30 Days
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Members by Plan
| Plan | Members | Est. MRR |
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Plan Activity — This Month
| Event | Count |
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Room Utilization — This Month
| Room | Bookings | Hours | Revenue |
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Booking Breakdown
Total Bookings
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Hours Booked
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Drop-In Transactions
| Date | Guest | Room | Duration | Amount | Stripe PI |
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Invoice Notifications
Upcoming Invoice Reminder
Sends a reminder to members with invoices due in the next 3 days. Runs automatically at 8am CT daily.
Overdue Invoice Notice
Sends overdue notices to members whose invoices are 3+ days past due. Runs automatically at 8am CT daily.
Charge Due Invoices Now
Immediately charges all open invoices due today or earlier. Runs automatically at 9am CT daily.
Import from Optix
Import members and invoice history from Optix CSV exports.
Upload Optix CSV
Export members from Optix via Admin → Users → Export. Then upload the file here.
Email Templates
Edit the subject line and body copy for each transactional email. Changes take effect immediately.
← Select a template to edit