With the APIs, you can now access the core features of Coworkify directly from your code, and you can integrate our software into the existing systems or tools that you are using already.
To use the APIs you will need an Auth Token. To obtain your Auth Token go to Account > Developer and copy the token string displayed on screen.
These APIs are still primitive so we will be adding more APIs within few weeks. If you need additional APIs, please let us know at support@coworkify.com. We will implement them based on your requests.
Taking care of your members is one of the crucial tasks in terms of coworking space management. Today we are introducing the below new features to enhance your customer support.
1) Chat Widget
You can now use your own chat widget (Zopim, UserVoice, etc.) by copying & pasting a custom JavaScript into the Chat Widget field.
2) Help Menu
The help menu link can be customized now. Therefore, the only contact your members have is the help menu link that you provide here. No more confusion.
3) Footer Text
You can also change the content of footer text, which accepts HTML tags. Use this field to add custom menus, messages, or copyrights at the bottom of every page.
To access these new features go to Settings > Customer Support page. The screenshot below is an example of new Customer Support page.
If you live in countries like Germany, you know tax system is a bit complicated than other countries. In many European countries it is common to use different tax rate depending on category that a product/service belongs to.
We’ve been asked by a number of customers in European countries for quite some time to support their tax system so we are releasing new feature today. With this feature you will be able to assign a different tax rate for each item in invoice.
To enable this feature, go to Settings > Invoice page, check “Enable per-item tax rate” and click “Save.”
Then create new invoice as usual and click “Add Item” at the button of page. With the per-item tax rate option turned on, now that you see additional field named “Tax Rate” where you can enter unique tax rate for each item in invoice.
The issued invoice will look like this. Notice that the tax amounts for each tax rate are shown individually.
Good news. Now that you can use your credit card to subscribe one of the paid plans in addition to PayPal. Some customers prefer to use credit card rather than PayPal so we implemented a support for new payment gateway.
To subscribe with credit card, go to Account > Billing page and click on ‘Upgrade’ link. On the next screen you are able to choose from two payment methods: credit card and PayPal. Click on “Credit Card” option to proceed.
By clicking “Pay with Card” button you will be asked to enter your credit card information. When you are done, click “Pay with Card” at the bottom to finish the payment.
That’s it. Quite simple. You can also switch to another payment method anytime. For example, you can initially subscribe the plan with your credit card and later upgrade to other plan with PayPal. The subscription of previous plan will be automatically canceled.
Whether you have a professional looking invoice or not sometimes relates to the level of your trust especially when you are charging relatively high amount.
Recently we had few customers asking for new feature to add a custom logo to their invoices so we implemented the feature.
To add a custom logo to your invoices, go to Settings > Invoice page and you will see a new field named “Invoice Logo” where you can upload a custom logo that will be added to your invoices.
Make sure the dimension of the uploaded image is within 240 x 70 pixels and the file format is either JPEG or PNG.
To confirm the invoice with a custom logo, go to Invoices page and select one of the invoices that are issued. Then click “Download PDF” menu on the right. Below is an example of invoice PDF with a custom logo.
A couple of customers requested a feature that enables them to accept a partial payment. A partial payment is useful when you want to allow your Members make payment using the combination of cash, check, bank transfer and credit card.
To make a partial payment, go to Invoices page and select an invoice. Then click “Mark as Paid” menu on the right.
Enter the amount of payment you received from your Member in the form of cash, check or bank transfer. The status of invoice won’t change to ‘Paid’ until the invoice is fully paid.
When your Members make payment to the invoice online, they see the paid amount as part of the invoice like below. A payable amount is what they have to pay for since they already made a partial payment to the invoice.
As usual, today we added new feature that has been requested by a number of customers for quite some time. That is the ability to issue an invoice to non-Member.
With this feature, you can handle the cases like someone wants to book the conference room for 2 hours or charging an event organizer who is not a Member for one-time event at your venue.
To issue n invoice to non-Member, go to Invoices page and click a “Add Invoice” menu on the right. Now that you are able to choose ‘Guest’ rather than existing Members. Click ‘Add’ button to proceed.
On the next screen you can enter the name and company of non-member as usual. Click “Add Invoice” button when you are done.
Unfortunately there are a couple of drawbacks when issuing an invoice to non-Member.
1) You cannot send an invoice to non-member using email.
This is because the invoice email contains a link to make payment and the link requires a member to log-in, which is not possible for non-members at the moment.
2) You cannot use built-in payment methods to receive a payment.
Same above. Instead, you can download the invoice as PDF and send the email to non-member along with the instructions for making payment using PayPal. You only need to tell him a PayPal-enabled email address that you own. You can receive payment using other methods such as cash, check or bank transfer if you wish.
3) You cannot assign a customer number to non-member.
A customer number is unique identifier that is auto-generated when new member is created. Because this is part of membership information, you cannot assign a customer number to non-member. Hence, it does not appear in the invoice issued for non-member.
We are adding new features at a rapid pace these days. For those who asked this feature, thanks for the wait. Now that you can download your invoices and save them as PDF.
Go to Invoices page and click a “Download PDF” menu. There you can specify the date range and file forma: Combined and Separate. The former concatenates all invoices into one PDF file, and the latter generates one PDF per invoice and bundles the PDF files in a single zip file.
You can also download a single PDF. Go to Invoices > [Invoice Number] page and click a “Download PDF” menu on the right. This generates a single PDF file of the invoice that you are looking right now.
With this feature available at your fingertips, you can keep all invoices offline for later reference or send individual invoice to your Member using PDF attachment.
Recently we had a number of customers asking for better integration with their accounting software using a built-in CSV exporter so we reworked on that.
Go to Invoices page and click a “Download CSV” menu as you see in the below screenshot.
There, you can specify the date range and data format. This time we implemented two data formats: Invoices and Items. The former contains one invoice per row and the latter contains one item per row.
With a generated CSV file you may import invoice data into your accounting software such as QuickBooks as well as any external system that you are using.
If you need more advanced, more automated integration with your accounting software, please contact us. We can do that for you at additional one-time development fee.
Now that new Members can sign up themselves through a frontpage without requiring you to do anything. They visit your frontpage (e.g. https://coworkify.com/yourspace), click on “Sign up” button, pick a start date, and create an account or sign in with the existing account.
Below is an example of the frontpage showing new “Sign up” buttons.
When Members click on “Sign up” button, they will be asked to pick a start date.
Then, they can either create new account or sign in with their existing account as below.
Finally, new Members are asked to agree with the plan conditions and terms.
You will be informed when new Member signs up. This automates the entire onboarding process without you entering the detailed information about new Members.
You can also temporarily hide a certain plan on the frontpage and stop accepting new Members for that plan. This is useful when your monthly memberships are fully occupied and you want to stop accepting new Members until the memberships become available.
