Offboard members

Documentation Index

Fetch the complete documentation index at: https://www.spacebring.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

A thoughtful automated offboarding process can not only help to leave a lasting positive impression and keep the operations running smoothly but also be an opportunity to retain the customer base. We recommend the next tips to ensure seamless management and effective future business opportunities.

​

Automate offboarding to save time

Turn on the Auto-remove members feature to automatically remove members as soon as their subscription ends. It helps keep your space’s access list clean and up to date.

​

Use subscription end date to time offboarding

To plan a smooth offboarding, administrators view the subscription’s expiration date by checking the subscription details.

1. Navigate to the Customers page.
2. Find the necessary company or member by typing their name in the “Search” field.
3. The subscription end date appears in the “Ends” column:

Additionally, administrators can navigate to Customers > open the company or member profile > view the expiration date under subscription details or open the subscription for a comprehensive overview.

​

Offer last-minute retention incentives

Don’t let a member’s departure be the final goodbye. When you see that the user’s subscription is about to end, use these tools to encourage them to stay:

• Credits: Add credits that members and companies can use for services or bookings.
• Day passes: Provide day passes for hot desk bookings to encourage new bookings.
• Discounts & Promo codes: Set up subscription discounts or create personalized promo codes to re-engage members to stay longer.

Make sure to reach out to such members and highlight how these benefits can save them money or fit their changing needs.

​

Incorporate invoice checks

If the member still decided to terminate the subscription, we recommend verifying payment statuses before completing the offboarding process:

1. Go to the Customers page and see the outstanding balances of the members/companies in the “Invoices” section.

Alternatively, administrators can go to Billing > Invoices. The invoices can be filtered by status and a company or a user they belong to:

2. Check who has outstanding invoices, reach out to users, and resend invoices.

​

Save contacts for future outreach

A member’s decision to cancel may be due to personal reasons rather than a loss of interest. To maintain the connection, consider removing them from the Customers page but keeping their profile on the Nonmembers page for easy outreach. Understand user roles Reach out periodically with updates, offers, or new services. Administrators can contact nonmembers via Chat or email to share events, seasonal offers, or new services. Offboarding is a chance to reinforce your brand’s professionalism and customer relationships, turning departing members into loyal advocates or future clients.