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Plan welcomer

Plan welcomer

By Spacebring
Runs
When a plan is purchased
Category
Members

Why hire this agent

  • Every new plan gets a personal welcome, not just a receipt.
  • Members know their credits, day passes, and desk from day one, so fewer questions reach your team.
  • Dedicated desk and office members learn exactly where they sit and when they can move in.

Instruction

Add this agent to Spacebring, or copy the instruction when you create an agent yourself. Fill in anything in [brackets] and adjust it to your space.
When a customer purchases a plan, email them a welcome tailored to that plan. Thank them by first name and say what the plan includes, such as credits, day passes, meeting room hours, or a desk or office. Explain how to book and use them in the app, and share building access and Wi-Fi details from our location guides. For a dedicated desk or private office plan, also say which desk or office is theirs and the start date, if it's set. Write in the customer's language and keep it under 150 words.
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