Sales & members
Manage Members and Plans Without the Spreadsheets
Onboard members, run flexible plans, automate renewals, and connect every record to seats and billing.
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Memberships are your recurring revenue, and every missed renewal or messy upgrade is money and goodwill lost. Manage Workspace holds one living record per member: their plan, seat, payments, attendance and status, all connected. Onboarding takes minutes, renewals run automatically, and upgrades, downgrades and pauses update everything downstream in one move.
The member lifecycle, in one place
Fast onboarding and complete member records
Flexible plans and packages
Automated renewals
Seat allocation tied to membership
Process
How it works
Create flexible plans (fixed, dedicated, hot-desk, virtual, custom).
Onboard a member to a plan; their seat, billing and access are set up together.
Renewals trigger automatically on the billing cycle, with reminders.
Upgrades, pauses and exits update the member record, seat and invoicing instantly.
Use case
In practice
A flexible workspace running several plan types in spreadsheets kept missing renewals and double-allocating seats. With automated renewals and connected member records, forgotten renewals drop and the team stops reconciling seats by hand.
Outcomes
Higher retention
One source of truth
A smoother member experience
Questions
Common questions
Can I run different membership plans?
Yes. Create as many plan types as you need, each with its own pricing and inclusions.
Are renewals automatic?
Yes. Renewals run on each member's billing cycle, with reminders, so revenue keeps flowing.
Can members upgrade or pause?
Yes. Changes update the member's seat, billing and access in one step.
Is a member's seat linked to their membership?
Yes. Membership, seat allocation and billing are connected, so records never fall out of sync.
Works with
Keep the workflow connected.
See it in action