Member App for Bookings, Invoices and Requests
The member app lets a member book a room, see the hours left in the plan, download an invoice, pay and raise a request. It works on a phone or in a browser.
Questions the front desk otherwise answers
Members ask whether a boardroom is free, how many meeting hours remain and whether an invoice can be sent again. None of these needs a person. The app gives each member their own screen for all three.
What a member can do alone
What members expect from an app in a workspace
Members compare it with the apps they use for food and cabs, so small friction counts. A few tests tell you whether a member app is ready for daily use.
Arriving at the desk
What to confirm during scoping
- Which members get the app, and whether every person in a company has an account
- What your door controllers accept from another system
- Which payment methods you want switched on
- Whether the app carries your name and colours
The team side of the same records
Questions to settle before rollout.
Use a representative scenario to decide what this part of the system must show and where review is still needed.
Member App for Bookings, Invoices and Requests
Can you explain the balance from its original documents?
Select a partly settled example in “Member App for Bookings, Invoices and Requests”. Ask for the invoice, allocated receipts and remaining balance to be shown together before agreeing the opening figures.
Background reading: ERPNext: outstanding invoices
Booking and rooms
What releases the time or resource when the plan changes?
Move or cancel an example in “Booking and rooms” during the walkthrough. Check the old allocation as well as the replacement, so the team can see what is genuinely available.
Background reading: ERPNext: appointment records
Frequently asked questions
Is it an app or a website?
Both, from one login. Members open it on a mobile or in a browser, and what they see is their own part of the record your team works on.
Can members see how many room hours they have left?
Yes. Hours used and hours remaining against the plan appear with their bookings, so an extra hour on an invoice can be explained.
Can they pay from the app?
Yes, by UPI or through the payment gateway. The payment is marked against the invoice it settles.
Does the app let a member into the building?
It depends on your door system. Where it supports the link, access can be tied to the membership. Older controllers may not accept instructions from another system, and this is checked during the demo.
What does this take off the front desk?
Lookups. Room availability, invoice copies and remaining hours are common requests at a desk, and all three appear on the member’s own screen.
Do all staff of a tenant company need accounts?
Not necessarily. The company can have one billing contact who sees invoices, and the people who book rooms or use the space can be added under it as your plan allows.
What if a member does not like apps?
They can still phone or walk up to the desk. The app removes routine questions, and your team keeps the personal service that members at smaller centres value.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements