Analytics and Reports
How to read occupancy metrics, revenue reports, and financial data — and how to export records for accounting.
Type: reference
Knowledge Base
Help articles for your SaaS.
Coliving Housekeeping
How to track and log housekeeping activities for coliving rooms — including status changes and the full clean-to-ready workflow.
Type: how-to
Configuring Your Workspace Settings
How to configure users, roles, amenities, branding, and company settings after your initial setup.
Type: how-to
Creating Membership Plans
How to create recurring membership plans with pricing, billing cycles, and resource assignments.
Type: how-to
Creating Your Member Account
How to register, verify your email, log in, and reset your password on the member portal.
Type: getting-started
Discount Codes
How to create and manage discount codes — including percentage and fixed-amount discounts, usage limits, and expiry dates.
Type: how-to
Dynamic Pricing and Resource Rates
How to set up resource rates with units, quantity ranges, date windows, and priority so resources are priced correctly for any booking scenario.
Type: reference
Floor Plan
Floor plan lets admins visually map resources on a location layout by uploading an image and dragging items. Edits auto-save and help manage space at a glance.
Type: how-to
Getting Started as an Operator
The five essential steps to get your Co-Desk workspace live — from your first login to your first member booking.
Type: getting-started
Getting Support
How to submit a support request to your workspace team and track the status of your ticket through the member portal.
Type: how-to
How Prorata Billing Works
How Co-Desk calculates the first invoice when a member joins mid-cycle — so they only pay for the days they actually use.
Type: reference
How to Book a Resource
Step-by-step guide to booking a desk, meeting room, or other resource through the member portal.
Type: how-to
Invoices and Credit Notes
How invoices are generated, their statuses, how to find and edit them, and how to issue credit notes for refunds.
Type: reference
Managing Bookings
How to view, create, approve, and cancel bookings for desks, meeting rooms, offices, and day passes.
Type: how-to
Managing Coliving Reservations
How to view, create, check in, check out, and manage coliving reservations — including extras and room changes.
Type: how-to
Managing Companies
How to create company records, assign members to them, and issue invoices to a company instead of an individual.
Type: how-to
Managing Members
How to add, verify, edit, and manage member accounts in Co-Desk — including manual creation and bulk import.
Type: how-to
Managing Subscriptions
How to assign plans to members, view active subscriptions, and handle cancellations and billing failures.
Type: how-to
Managing Support Tickets
How to create, assign, prioritise, and close support tickets — and how to track member requests through the help desk.
Type: how-to
Managing Your Payment Methods
How to save, update, and use payment methods in the member portal — including automatic billing and paying invoices manually.
Type: how-to
Memberships and Plans
How subscription plans work — subscribing, understanding your first invoice, auto-renewal, and how to cancel.
Type: reference
Other Integrations (ePay, PayPal, Mailchimp, Google Analytics, API & Webhooks)
How to set up ePay, PayPal, Mailchimp, and Google Analytics integrations, and connect external tools like Slack, Zapier, and Xero via the Co-Desk API and webhooks.
Type: how-to
Payments and Transactions
How to track and manage payments across all methods — Stripe, cash, bank transfer, and ePay — including recording manual payments and issuing refunds.
Type: reference
Plans and Pricing
An overview of Co-Desk's Founder and Growth plans — what's included, the platform fee structure, and how to choose the right plan for your space.
Type: reference
Release Notes
What's new in Co-Desk — a running log of features, improvements, and fixes grouped by release.
Type: reference
Reservation Calendar
Visual calendar of all reservations by room and date, with statuses, filters, and quick insights into occupancy and availability.
Type: how-to
Sending Emails to Members
How to send welcome emails, password reset links, and custom messages to individual members or groups directly from the admin panel.
Type: how-to
Setting Up Coliving Rooms
How to create and configure coliving rooms — including check-in/out times, room groups, amenities, and current room status.
Type: how-to
Setting Up Day Passes
How to create day passes that give members full-day workspace access at a flat rate — no specific desk or room required.
Type: how-to
Setting Up Desks
How to create hot desks, dedicated desks, and desk groups that members can book through the portal.
Type: how-to
Setting Up Meeting Rooms
How to create and configure meeting rooms that members can book by the hour, including capacity, amenities, and confirmation settings.
Type: how-to
Setting Up Other Resources
Bookable assets like parking, - Event halls or studios with optional availability and time-based pricing. Supports bookings and subscriptions.
Type: how-to
Setting Up Private Offices
How to create and manage private offices available on a monthly or long-term basis.
Type: how-to
Setting Up Services
One-time purchases with no scheduling or limits. Ideal for add-ons like printing or lockers. Unlimited usage, fixed pricing.
Type: how-to
Setting Up Stripe
How to connect your Stripe account to Co-Desk to enable online card payments for bookings, memberships, and invoices.
Type: how-to
Smart Door Access with Brivo
How to connect Brivo, map access points, assign access to plans and members, and enable members to unlock doors from the Member Portal.
Type: how-to
Smart Door Access with Kisi
How to connect Kisi, map your doors to resources, and understand how member access is granted and revoked based on bookings.
Type: how-to
Updating Your Profile
How to update your name, phone number, company, and profile photo in the member portal.
Type: how-to
Viewing Your Activity and Bookings
How to find your past and upcoming bookings, understand booking statuses, and view linked invoices in the member portal.
Type: reference
Your Invoices
How to find, read, and download your invoices — including your first prorata invoice and how refunds appear as credit notes.
Type: reference