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Understand and manage members

Explore the definition of the members and how to manage them

Updated today

Who is a member

A member is a customer who uses your space's services often and was, therefore, granted access to the members-only parts of the location.

Here is an example of the member profile:

What a member can do

  • View and interact with the content that has "Location members" and higher visibility

  • Receive and pay for invoices

  • Use and buy credits

  • Use day passes

  • Have a subscription and use all perks of their membership plan

Members become active and count towards your subscription only if they meet the criteria by interacting with member web portal or mobile app.

Members can also access additional information within the location and take additional actions if they belong to the company. Here are a few examples:

  • Members who belong to the company can also use credits and day passes of the company and access other perks given with a company subscription.

  • Members who are also selected as managers within a company can easily manage the company details.

  • Company members can invite other users to the location.

Manage a member

Members are always listed on the Customers page. Administrators can view all members' past activities, including bookings, payments, invoices, etc.

Administrators can manage members in the following way:

FAQs

Can Spacebring serve as a CRM?

In its essence, Spacebring isn't a CRM platform. It is a comprehensive platform for space management — covering customer management, billing, payments, resources, services, and providing a member portal for bookings, payments, and interactions.

That said, Spacebring, as one of its modules, includes the Customers page, which has all the essential CRM-like functionality to help you manage both leads and customers effectively. Specifically, the Customers page allows you to:

  1. List and manage Members (regular customers, typically with subscriptions), Nonmembers (occasional customers), and Companies (with associated members) profiles.

  2. In each customer profile, you can set, track, and manage the customer's:

  3. Profiles of members and nonmembers also include the history of their purchases:

    • Bookings

    • Event tickets

      Shop orders

    • Benefit applications

  4. You can invite members, add nonmembers, remove customers, and use the Auto-remove members feature to automatically move members to nonmembers when their subscription ends.

  5. If you’re using the Spacebring Reception app on a tablet, use the "Leave Contacts" feature to collect contact details of walk-in leads. These details are saved in Spacebring for future outreach.

  6. Gain insights with the Analytics page and custom reports based on customer activity.

If you're looking for a separate advanced CRM system, Spacebring integrates with popular CRM platforms via Zapier. Explore them here: https://www.spacebring.com/integrations/crm.

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