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GullySystem
A practical guide

Coworking space software: memberships, desks and meeting rooms

Ganesh HSStrategy and Technology, GullySystem
Practical advice · 4 min read

In this guide 6 sections
The short answer

Good coworking software bills recurring plans and day passes, books hot desks and meeting rooms without clashes, controls door access and gives members a portal. Before signing, load your real plans, book a clashing room, run one invoice cycle and test a lapsed member at the door.

Plans, billing and the invoice run

Your plans are the product, so the billing module comes first. Load every plan you sell today. Include hot desk, dedicated desk, private cabin, virtual address and the odd custom deal agreed over coffee, such as a startup that pays for six desks but uses four.

Then check the awkward cases. They always appear. A member joins on the 19th, another moves from a hot desk to a cabin mid-month, and a third pauses for six weeks. The system should handle each without a manual credit note.

Run a full invoice cycle on test data before you pay anything. Do not skip this. Open the PDF a member would receive and read every line, from the plan name and the period covered to the credit balance and the bank details.

  • Monthly, quarterly and annual plan terms
  • Prorated joining and exit dates
  • Meeting-room credits that renew and expire
  • Security deposits and refunds
  • Invoice series and tax lines for your region
  • Dunning reminders for unpaid invoices

Desks, rooms and day passes

Desk and room booking should feel like a calendar, not a form. Staff want to drag a booking, members want to pick a slot on a phone, and neither wants a double booking.

Test the clash. It is the oldest bug in booking software. Book the board room for 3 pm from the admin screen, then try the same slot from the member app. Check buffer time between bookings and whether the room calendar syncs with Google or Outlook.

Day passes need their own path: a link, a payment, a QR code and an entry at the door. If front-desk staff must retype the visitor’s name, the flow is not finished.

Access control and the member portal

Door access is where billing meets the real world. The software should tell the reader at the door who may enter and when, using a card, a QR code or a phone pass.

Test a lapsed member properly. When an invoice is unpaid past your grace period, does the card stop working, and can you override it for one day? Ask what happens if the internet drops at the door controller.

The portal is the member’s front door online. It should show invoices, bookings, credits, guest invites and a place to raise a printer or air conditioning complaint.

  • Cards, QR codes or phone passes for entry
  • Access rules by plan and by hours
  • Guest and visitor invitations
  • Invoice download and online payment
  • Support requests with status

Reports an operator should see

Spreadsheets hide the shape of the business. Software should show it at a glance, with filters for date range, ticket type and building. Occupancy by desk type tells you which product sells and which sits empty.

Room utilisation by hour shows whether the 11 am slots are always full and the 4 pm slots always free. That points to a pricing or promotion change. Churn by month and the age of unpaid invoices show where the money leaks.

  • Occupancy by desk type and floor
  • Room utilisation by hour of day
  • Revenue per seat and per plan
  • Members joining and leaving each month
  • Outstanding invoices by age

Test it before you sign

Ask for a sandbox, not a slide deck. Create five fictional members across five plans, book a clashing room, issue a day pass, run an invoice cycle and expire one card.

Score every step as pass, work-around or fail. Be strict. A work-around that needs a developer counts as a fail for a small team. No exceptions.

Also check data ownership. Members, invoices and bookings must export to a spreadsheet whenever you ask, so leaving a vendor never means starting from zero.

Coworking software trial scorecard

Each test gets its own row: prorated joining, mid-month plan change, room clash, day pass, lapsed card, invoice run and data export. Columns record pass, work-around or fail, the tester and notes. A total at the foot lets you compare vendors side by side.

Open a blank worksheet to print

Questions owners ask

Do I need access control in the first software?

Not always. A small space with a staffed front desk can start without it. If you run extended hours or unstaffed floors, make door integration a requirement from day one.

Can I move from spreadsheets without losing history?

Usually yes. Prepare a clean sheet of members, plans, start dates and open balances, and ask the vendor to import it into the sandbox first.

How should meeting-room credits work?

Credits should be tied to the plan, renew on a set date and expire if unused, or roll over if you allow it. Test both rules with a real member.

What should I ask about support?

Ask who picks up when month-end billing breaks, in which hours, and how quickly. Have the vendor confirm it by email.

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