Pre-selling Dedicated Space When a Member Terminates

When a member with a dedicated space (like a private office or desk) gives notice, you have the option to pre-sell that space to another member before it’s officially vacant. This helps reduce downtime between occupants, keeps your reporting accurate, and saves you from forgetting to manually release or reassign the space later.

All you need to do is enter a Terminate Date on the member’s Recurring Billing. This pre-releases the space, allowing you to immediately assign it to a new member with a Start Date one day after the Termination Date. 

For example:

A member in Office 101 gives notice. You set their Terminate Date for July 31, which pre-releases the space. You can now assign Office 101 to someone on your waitlist with a start date as soon as August 1. Recurring billing, inventory, and reporting all update automatically—right on schedule. 

How to Pre-release a Dedicated Space

1. With the Member selected, go to BILLING > RECURRING BILLING.
2. Confirm the Assigned Dedicated Space field is populated. 
3. Enter a Terminate Date set in the future.

or 

Fill out the Notice Date and Notice Period fields to calculate a future Terminate Date automatically.

4.  Click SAVE.

Once a termination date is entered, admin can reassign the space to an new member using the steps below.

Note: If you're using the Interactive Floor Plan on your website, a dedicated space will appear as 'Available' and the 'Buy It Now' button will be visible only after the Termination Date has passed and the space is no longer assigned in Recurring Billing.

Only admin can pre-sell dedicated spaces. Members and prospects will not see or be able to select these spaces until they are officially released.

Assign a Pre-released Space to a New Member

1. Go to MEMBERS > REGISTER NEW MEMBER.
2. Fill out all required fields.
3. In the MEMBERSHIP section, select a Start Date at least one day after the termination date of the current space holder's recurring billing. 
4. From the Assign Dedicated Space drop-down, select the pre-released space.
5. Complete the registration.

Assign a Pre-released Space to an Existing Member

1. With the Member selected, go to BILLING > RECURRING BILLING.
2. Click NEW CHARGE + or edit an existing one.
3. Fill out all required fields.
4. In the BILLING DATES section, select a Start Date at least one day after the termination date of the current space holder's recurring billing.
5. In the GENERAL section, select the pre-released space from the Assign Dedicated Space drop-down.
6. Click SAVE.