How are Co-member reservations billed?

Deskworks offers a customizable setting that controls how self-service reservations made by co-members are billed. This gives you flexibility in managing which account — the co-member’s or the primary member/company’s — is charged for bookings.

Quick guide: If you want all self-service co-member reservations to be billed to the primary member/company's account, leave the setting at its default: unchecked.

IMPORTANT: When creating a reservation on behalf of a co-member, admins must always make the reservation under the profile they want it billed to. If a co-member requests a reservation that should be billed to the primary member/company, the admin must create the reservation under the primary member/company’s account.


If the reservation is made under the co-member’s account, credits from the primary member/company account will not apply. Additionally, if the co-member does not have an active recurring billing plan, THE RESERVATION WILL NOT BE BILLED.

Allow Personal Reservations by Co-Members Setting

Setting Location: SETUP > SETTINGS > RESERVATION

Default: Unchecked

How It Works

1. Unchecked (Default)

• When the "Allow personal reservations by co-members" setting is left unchecked, any reservation made by a co-member will automatically be billed to the primary Member/Company account.
• As the co-member initiates a reservation, they are automatically switched to the primary Member/Company account for billing purposes.

Please Note: Co-members can only make reservations under the company account if the "Can Make Reservations?" setting is enabled on their co-member profile. This setting is found under the primary member/company's account under MEMBERS > VIEW/EDIT PROFILE > CO-MEMBER section:

2. Checked (Optional)

• When the "Allow personal reservations by co-members" setting is checked, co-members will have the ability to make reservations that are billed to their personal account OR the company account.
• Co-members will be able to toggle between accounts in the portal.

IMPORTANT: Ensure all co-members with access to make reservations have an active recurring billing on their personal accounts before enabling this setting. If a co-member makes a reservation under their personal account without an active recurring billing, neither the co-member nor the company will be billed.

How to Enable Personal Reservations for Co-Members

To allow co-members to make reservations billed to their personal accounts:

1. Go to SETUP > SETTINGS
2. Locate the RESERVATION section 
3. Check the box next to "Allow personal reservations by co-members"
4. SAVE