Admin guides

Review bookings

See bookings by status, with their times and payment.

event_availableBookingsSee how →

Start here: how booking setup works

What each Booking Setup tab does, and which order to fill them in.

event_availableBookingsSee how →

Add a booking location

Set the address, time zone and who gets notified.

event_availableBookingsSee how →

Add terms and conditions

Write the rules people accept when they book.

event_availableBookingsSee how →

Set operating hours

Choose which days and times a space is open.

event_availableBookingsSee how →

Add a rate adjustment

Create a surcharge or discount for certain days and times.

event_availableBookingsSee how →

Add a pricing scheme

Make a space free or paid, and choose how people pay.

event_availableBookingsSee how →

Add a booking policy

Every option: slots, cancellation, lead time, approval and limits.

event_availableBookingsSee how →

Add space categories and amenities

Group your spaces and list what comes with them.

event_availableBookingsSee how →

Add a space

Create a bookable space and connect its policy, price and hours.

event_availableBookingsSee how →

Review visit records

See who's visiting, by status, visitor or vehicle.

keyAccessSee how →

Check access logs

See every entry and denial, by visitor or area.

keyAccessSee how →

Add an area

Create an area and choose who it applies to.

keyAccessSee how →

Change visit settings

Set approval rules, visitor and vehicle details, and visit categories.

keyAccessSee how →

Find a user

Search by name, email, phone or unit.

contactsDirectorySee how →

Create a group

Group users so you can reach them together.

contactsDirectorySee how →

Add users to a group

Put people into a group so you can reach them together.

contactsDirectorySee how →

Understand roles

What a role is, the three types and what yours can do.

admin_panel_settingsAdministrationSee how →

Create a role

Name it, pick its type and tick its features.

admin_panel_settingsAdministrationSee how →

Assign a role

Give someone the right permissions in the portal.

admin_panel_settingsAdministrationSee how →

Set who can see a feature

Choose the audience for each feature.

admin_panel_settingsAdministrationSee how →

Add a location

Create a new location for your portal.

admin_panel_settingsAdministrationSee how →

Customize user profiles

Add your own fields to the profile users fill in.

admin_panel_settingsAdministrationSee how →

Update organization settings

Change the portal and mobile app images.

admin_panel_settingsAdministrationSee how →

Send a broadcast

Write a message, choose who gets it and schedule it.

groupsCommunitySee how →

Create an event

Add the details, set the date, invite people and publish.

groupsCommunitySee how →

Publish a news article

Write an article and choose who reads it.

groupsCommunitySee how →

Add a highlight

Put an update on the app's highlights.

groupsCommunitySee how →

Create a survey

Set it up, add your questions, then publish it.

groupsCommunitySee how →

Moderate the feed

Review posts and anything your community has reported.

groupsCommunitySee how →

Add an FAQ

Answer common questions for your community.

list_altListsSee how →

Add a phone directory contact

Share a useful number with your community.

list_altListsSee how →