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Understand the onboarding process
Updated this week

The onboarding process for new customers consists of 4 simple steps to ensure successful app usage from day one.

Step 1. Sign up for an introductory webinar

Once you sign up for Spacebring, you are assigned to the success manager, who will guide you through the app setup and assist with implementation moving forward.

Prerequisites

  • Choose the app name

  • Log in to Spacebring as an administrator

  • Register for an "Introduction to Spacebring" webinar to get started

  • Schedule an onboarding session if it's included in your plan (optional)

Time required: a few minutes from signing up to receiving full access to managing Spacebring.
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Outcome: you received access to managing Spacebring and are registered for the webinar.

Step 2. Receive all the setup guidelines

During a webinar, our team will guide you through the initial setup in Spacebring and answer any of your questions.

What to prepare for the webinar

  • Square logo for the Customer Portal.

  • 200-300 character description of your workspace.

  • Prices and description of your rooms, desks, and plans.

  • The text of your privacy policy and terms of use (if available)

πŸ’‘ Watch a 4-minute "Get Started" video to get acquainted with the main app concepts.

Time required: up to 1 hour.

Outcome: you're fully equipped to start managing your business with Spacebring.

Step 3. Complete the setup

After the webinar, you can have a few more steps left to finish by yourself, like opening an account with a payment gateway, adding all rooms, collecting members' emails, etc. You can finish it with guides from our Help Center or by contacting our support.

What to prepare for setting up Spacebring:

  • Users' names and emails, as well as their company information (if available)

  • Account with a payment gateway

  • Look through and follow our "Get Started" guide

Time required: from 2 hours to several days, depending on how quickly you can create all the content in the app and invite users.

Outcome: Your Customer Portal is ready for use. Your members have been invited and started using the new app. Your mobile apps have been published with the following mobile release.

Step 4. Promote your apps

Now that members create all bookings and make payments via the app, implement more Spacebring solutions to save time, boost efficiency, and improve the customer experience.

What to prepare for a seamless app launch:

  • Integration with a marketing site

  • Posts on social media about your app available for bookings

  • New house rules, which would include that bookings are accepted only via the app

Time required: up to 1 hour to publish social media posts and integrate the app with a marketing site.

Outcome: your room booking, desk booking, invoicing, and payments are mostly fully automated.

Even beyond the onboarding time, we help you by sending personalized tips on promoting your apps, conducting free webinars, and increasing user activation.

Enterprise customers also enjoy regular check-in calls to review progress and get advice on getting the most out of your app.

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