Deskworks Support

Initial Settings 2

• White Label Settings (the appearance of My Deskworks)
• Setting up CONTACT button for your members on sidebar (URL, Email or Phone)

Setting Up Inventory 7

• Price Lists
• Membership Types
• Product Categories
• Products
• Reservation Types/Categories

View all 7

User and Admin Accounts 1

• Add/Remove Administrator Accounts

Updating Permissions 3

• How to Set Up Permissions for Individual Administrators
• How do I set up permissions for each function in Deskworks for different levels of administrators (and members?) (TASKS tab)
• How do I give viewing permissions for the API in Confluence?

Privacy, Security and GDPR 4

• Are my contracts and documents secure?
• How do I delete users' personal information to meet GDPR?
• Setting up Multifactor Authentication
• Login Security: Limit login attempts to 5 times

Setting up TASKS: what's on your sidebar 3

• Customize Your Sidebar Menu: Add Features, Reports & More
• What is the Task URL for _______ Page?
• Organize New Features in Your Deskworks Sidebar

Deskworks Plan Management 1

• Deskworks Billing Account: Login & Payments

Partner & Referral Programs 1

• How to Refer Another Space to Deskworks

Deskworks Pay 3

• Deskworks Pay Overview
• Deskworks Pay Setup
• Deskworks Pay Notifications

Credit Card & ACH Processing 10

• ACH Features and Notes
• Limiting declined payments to reduce credit card/bank fraud
• Spreedly & Credit Card Processing
• How to Transfer Credit Card Data to Spreedly
• What PCI information do I need?

View all 10

Recurring Billings & Prorations 6

• How to Set Up Recurring Billing Renewal Information: Date, Term, and Notice
• How do I set up prorations for my site?
• How to Apply a Proration at Start for New or Existing Members
• Setting up Deskworks Recurring-Rate Updater
• Can I Automatically Increase a Member's Recurring Rate?

View all 6

Billing Features & FAQs 14

• Why Wasn’t My Member Automatically Billed?
• How Do I Know When a Member Will Be Automatically Billed?
• How Do I Know When a Non-member Has Been Billed?
• How to Process and Record Refunds in Deskworks
• Using CURRENT CHARGES to Add One-Off Items to Monthly Invoices

View all 14

Payment FAQs 6

• A member wants to prepay for multiple months of their membership. How do I set this up?
• Can members make their own payments in Deskworks?
• Reversing returned or failed payments
• How do I void a payment?
• Send a Payment Link for an Invoice

View all 6

Security Deposits 4

• Adding Security Deposits
• Refunding Security Deposits
• Using Security Deposits
• Will a security deposit add to my INCOME (CASH) REPORT?

Taxes 1

• Tax ID on Invoices (VAT #, ABN, etc.)

Email Features 8

• How do I set up email service through SendGrid?
• Email Site Members
• Who Receives Emails from "Email Site Members?"
• What member types are contacted when the "EMAIL ALL MEMBERS" function is used?
• What member types are contacted when the "EMAIL SITE MEMBERS" function is used?

View all 8

Email Notifications (Automatic) 5

• Email Notifications
• Passes Used Up Email Notices
• Reservation Follow-Up Survey for Non-Members
• Copy Additional Emails on Invoices and Receipts
• Co-Member Welcome Letter

General Info & Reports 6

• Can I customize reports?
• KPI Dashboard
• Mailbox Report
• Membership Report
• Recurring Billing report

View all 6

Accounting Reports 14

• Accounts Receivable Report
• Credit Balance Report
• Current Charges Report
• Deposit Transaction Report
• Deposit/Tax Report

View all 14

Availability & Churn Reports 8

• Availability Report
• Availability Report Setup
• Do I need to add spaces as Reservation Units to use the Availability Report?
• How to Make a Reservation Unit Available After a Member Leaves
• Churn report

View all 8

Reservation Reports 4

• Passport Reservation Report
• Reservation Credit Usage Report
• Reservation Income Report
• Reservation Utilization Report

Usage Reports 2

• Check-in Report
• Day Pass Usage Report

General 12

• What is a Reservation Credit?
• How do I set up a contract for reservations?
• How do I set up the QUICK BOOK IT NOW feature?
• Can I set up a reservation for a TOUR?
• Can I set up a no charge reservation item?

View all 12

Google Calendar Sync 6

• How to Sync My Deskworks Calendar with Google Calendar for Aggregators
• My Google Calendar is sync'd already. Can I just add Calendar IDs to DW?
• Google Calendar is saying Deskworks is not "verified". What do I do?
• None of my Reservations are being sent to or received from my Google Calendar. How do I reset my whole Integration?
• One of my Reservation Units will not send reservations to Google, but others will – how do I fix this?

View all 6

Reservation Tablet App 3

• How do I setup and use the Room Reservation Tablet App
• How do I keep my tablet ON to display the Room Reservations?
• Using an Amazon Fire Tablet to display room reservations

Network Check-in & Usage Tracking 10

• How does Intelligent Network Check-in work?
• How do I set up Network Check-in?
• How will members connect to my network?
• What do I do if someone can't get online?
• Where will I be able to see who is online?

View all 10

E-commerce 8

• How to Link Deskworks Features on Your Website
• Generating membership purchase links on your website
• How Do I Set Up Add-On Items for People to Purchase During Self-Registration?
• How do I test my Self-Registration Pages to be sure they are correct/working?
• Setting up Google Analytics to capture data from Deskworks

View all 8

Interactive Floor Plans 1

• How to Set Up the Interactive Floor Plan

Proposal/Contract Generator 5

• Creating Templates for Proposals/Contracts
• Using Templates to Create Proposals/Contracts
• Create a Proposal/Contract from Recurring Billing
• Create a Recurring Billing from Proposal/Contract
• Copy/Paste Template Issues

Front Desk Check-in 2

• Front Desk Check-in – Overview
• Front Desk Check-in – Setup

Mailbox Tracking 1

• Track and Manage Member Mailboxes in Deskworks

One-click Printer Charges 2

• How do I set up the connection from my Printer's Usage Report to Deskworks?
• How to Upload Your Printer Report into Deskworks

Deskworks' SmartSearch 1

• How does Deskworks' SmartSearch work?

Languages/Translations 2

• How do I create a new translation?
• How do I change the language Deskworks is displayed in?

Franchise Features and Networks of Spaces 1

• How do I set up a Franchise Structure?

API Access 1

• Generate Access Tokens for Integrations

Avigilon Alta - formerly Openpath [Door Access] 1

• Avigilon Alta (Openpath) Setup and Use

Brivo [Door Access] 2

• Brivo Integration: Features and Setup
• Brivo Integration: FAQs

Doorflow [Door Access] 2

• Doorflow Door Access System Integration
• Doorflow hidden notes

Kisi [Door Access] 1

• Kisi Door Access System Integration Setup

Salto [Door Access] 2

• Salto KS Integration Overview
• Salto KS Integration Setup and Use

PilotoMail 1

• PilotoMail Integration

Spheremail 2

• How do I set up SphereMail digital mail service?
• SphereMail Integration

ezeep [Print] 3

• ezeep Integration: I can't change the ezeep access group for a user
• ezeep Legacy Integration: Monthly Processing [DISCONTINUED]
• ezeep Blue Integration

Papercut [Print] 2

• PaperCut MF Integration: Description and Setup
• Papercut Integration: IP Addresses to whitelist

Placepay 2

• Placepay Integration
• Placepay issues - VentureX timeout

Syncaroo 1

• Syncaroo client identifier and secret

Docusign Signing Program 5

• Docusign Integration Overview
• Docusign Integration Setup
• Adding Docusign Signature Fields to Templates
• Sending Proposals & Contracts for Signature Through Docusign
• What is an "Envelope" in Docusign?

Isofy IT Infrastructure 2

• Setup of Isofy<>Deskworks Integration
• Isofy Integration for Network Check-in

QuickBooks Online 7

• How to Integrate Deskworks with QuickBooks Online
• Setting up the Payment Processing Fees product for syncing to QBO
• A particular member/client didn't sync to QBO. How do I fix?
• My data didn't sync to QBO. What do I do?
• Some of my transactions didn't sync to QBO. Why?

View all 7

Visitor Management 3

• Greetly Integration
• HID Card Scanner Checkin Setup
• Teamgo Integration for Front Desk Check-in

InvoiceXpress - Portugal Government Tax Reporting Integration 3

• InvoiceXpress Examples
• InvoiceXpress Integration Functionality
• InvoiceXpress Integration Setup

Outlook Calendar 1

• Outlook Calendar Integration

Inventory FAQs 1

• Can I delete an Item (Product?)

Member and Account FAQs 5

• How to Create a New User Account
• I need to add a deleted Co-member back into Deskworks - why does it say "Email Has Already Been Taken"?
• How Do I Switch the Primary Member on an Existing Account?
• Activating an Existing Non-Member as a Member
• Can I use the same email address for multiple profiles?

Guides 1

• Increasing Revenue with Passes and Bucket Plans

FAQs for tracking usage, passes and credits 1

• How does tracking usage and credits across centers work?

Video How-tos & Guides 1

• Intelligent Network Check-in: Quickstart Guide (Video)

Webinars + Workshops 3

• Masterclass Recordings
• What's New Webinar Recordings
• Workshop Recordings