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Getting started

Set up your cabins, desks and bank account

The two things every invoice needs: a cabin to bill and an account to be paid into.

Owners & adminsScreens show the demo workspace, Northstar Coworking.

Open Settings → Organization. The left column lists Profile, Branding, Signatory, Spaces, Bank accounts and Documents. Only a Super Admin can change these.

Organization settings: profile, branding, cabins, bank accounts, documents and your data.
Organization settings: profile, branding, cabins, bank accounts, documents and your data.

Cabins and spaces

  1. Click Spaces in the left column, then Add.
  2. Give each cabin or desk a short name as your tenants know it, for example OL-1, Desk 3 or Cabin A.
  3. Add the desk capacity for shared areas so occupancy counts are right.
  4. Save. You can add more later, and remove a cabin only when nobody is in it.
Spaces: every cabin and desk with its name and status.
Spaces: every cabin and desk with its name and status.

Bank accounts

  1. Click Bank accounts in the left column, then Add.
  2. Enter the account holder name, account number, IFSC and bank name exactly as on your cheque book. These are printed on every invoice, receipt and statement.
  3. If you use more than one account, mark one as Default. You can pick the account when recording a payment.
Bank accounts are printed on invoices so tenants know where to pay.
Bank accounts are printed on invoices so tenants know where to pay.
Good to know: the organisation name, logo, address and the agreement signatory on this page also appear on proposals and agreements. Fill them once.

Related guides

Still stuck? WhatsApp us or write to info@coworkingos.in. Tell us the tenant or screen and we'll sort it with you.

Coworking OS in 95 seconds, shown with the demo workspace. Sound on; captions are in the player menu.

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