| Customers | Invite members, add nonmembers, create companies, move members to a company or remove them from it, remove members and companies, and delete nonmembers. |
| Resources | Create, duplicate, edit, and delete resources. |
| Bookings | Book a resource for a customer, and change or cancel a booking.- A booking Agent creates is free, even for a paid resource.
- Agent can’t change the time, seats, or resource of a booking paid by card.
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| Memberships and packages | Create and edit memberships and packages, and delete memberships.- Deleting a membership can’t be undone. Customers can no longer sign up for it, and subscriptions that already include it keep it at its current price.
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| Credits and day passes | Add credits and day passes to a customer’s balance, or deduct them. |
| Subscriptions | Change a subscription’s end date, pause payment collection, change advance invoicing, edit its items, or cancel it.- Agent can change an item’s title, price, setup fee, quantity, credits, day passes, minimum commitment, tax, start and end dates, and coupons.
- To change an item’s price, credits, day passes, or coupons, Agent turns off Auto-update from membership, or Auto-update from plan for an item from a rental plan, so later changes to the membership or rental plan no longer apply to the item.
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| Contracts | Issue, terminate, and delete contracts, change a draft’s start, end, and expiration dates, and upload the signed PDF of an issued contract. |
| Contract templates | Create a contract template from a .docx file, rename it, or replace its file. |
| Invoices | Create, edit, issue, void, and delete invoices and their items, and manage the items on a subscription’s upcoming invoice.- Agent can change a draft’s due date and items, and any invoice’s internal note.
- On an upcoming invoice, Agent can add or change a custom charge, and remove any item except the subscription’s own fees.
- Before issuing, Agent asks whether to charge the customer’s saved payment method.
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| Credit notes | Issue a credit note on an invoice, change its internal note, or void it. |
| Discounts | Create, edit, and delete coupons, and create and archive promo codes.- Agent can rename a coupon and change the items it’s limited to. To change its discount, create a new coupon.
- Refer to a coupon by its name. For a coupon without one, describe its discount, the items it applies to, and its location, such as the 10% room bookings coupon in Riverside.
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| Alternative currencies | Create alternative currencies and change their exchange rates. |
| Events, benefits, and shop | Create, duplicate, and edit events, benefits, and shop products, delete benefits, create benefit and shop categories, and rename and delete benefit categories.- Deleting a benefit category also deletes every benefit in it, and neither can be undone.
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| Guides | Create and edit guides. |
| Feed posts | Write, edit, and delete feed posts, comment on and like them, and publish a post in several locations from one request.- Each location can get the same text or a version tailored to it.
- Comments and likes appear under your name.
- Deleting a post can’t be undone.
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| Emails | Email your members, nonmembers, companies, and administrators.- Agent writes the subject and text in the recipient’s account language.
- The email is sent under your network name from your MAIL FROM address, or from
hello@transactional.spacebring.com if you have not set one up. - It carries your logo, accent color, and email footer, and links to your mobile apps once they are published. Ask for a plain email to send it as plain text without formatting, like a personal email.
- Replies go to the address the email is sent from. To get them elsewhere, such as in your own inbox, tell Agent the address for replies.
- An email to a company goes to its contact Email, unless you ask Agent to email its members or managers.
- A list too long for the email, such as every booking of the month, goes in an attached CSV file, one file for each table, up to 5 files.
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| Push notifications | Send a push notification to a member, or to every member of a company, on the phones and browsers where they use your member app.- Agent writes a short title and text in the recipient’s account language.
- Tapping the notification opens the home screen of your member app.
- A member who hasn’t turned on push notifications on any device can’t get one, so ask Agent for an email instead.
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| Chats | Send chat messages from you, create group chats, and add people to them. |
| Support tickets | Open a support ticket as you or for a member, comment on a ticket, and change its status, assignee, or type.- Comments are posted from you, without attachments, and Agent can’t delete them.
- To have Agent reply as itself, say so. It replies only if it’s confident and no administrator has commented yet.
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| Visitors | Register a visitor, and add a person to the location’s Contacts without planning a visit.- Agent registers the visit with you as the host. To have a member host the visitor, ask for a visit request instead.
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| Location and network settings | Change most location settings, such as the address, Wi-Fi, taxes, and which modules are on, and most network settings, such as your branding, default language, chats, and cross-location credits and day passes.- To find out whether Agent can change a specific setting, ask it.
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