Knowledge Base

An overview of Deskie, the all-in-one platform for running a coworking space, and the main areas it covers.

An overview of Deskie and how it helps coworking space operators manage their entire operation from a single platform.

How Deskie organizes your account into a workspace and its locations, how the current context works, how to switch, and how data is scoped per location.

Learn how to navigate the Deskie dashboard, understand the sidebar, and find the tools you need.

A step-by-step guide to configuring your workspace, adding locations, and customizing your settings.

A complete guide to the roles in Deskie, what each one can do, how the permission system works, location-level Managers, and the superadmin account.

How to give staff admin access, add members to your space, and what the member onboarding flow asks people to complete.

How Deskie connects to your own Stripe account per workspace, what card and ACH payments this enables, and how to set up the webhook that keeps payment statuses in sync.

A tour of the admin dashboard in Deskie, covering the four key metric tiles, quick action buttons, latest transactions, and the mini calendar of what is happening this month.

How to add new members to your space, configure their profiles, and manage the onboarding process.

Understanding the role hierarchy, permission levels, and how to control what members can access.

Setting up and managing door access with Kisi and Unifi integrations.

How to create members, what fields are required, and everything shown on the member profile and its tabs.

A detailed look at the activity timeline and the billing and financial data shown on a member profile, and exactly where each figure comes from.

How pausing temporarily locks a member out while keeping their account intact, how disabling removes access entirely, and how Deskie can auto-pause members with an unpaid balance.

How member resource credits work in Deskie, including where they come from, how to grant extras, how to refund a booking, and how the balance and history are calculated.

How to write rich internal notes with images and how @ and / tagging cross-surfaces a single note onto every record it mentions.

Understand what a guest is, how guest records are created and tracked, and how to convert a guest into a full member.

How the type-first visitor check-in kiosk works (Tour, Guest, Delivery, Other), who gets notified, and where to review visitor records.

How prospective members book tours of your space, how you manage, reschedule, and cancel them, and how availability windows and reminders work.

How leads are captured, moved through customizable pipeline stages, auto-decayed when they go stale, and worked with contextual email and SMS outreach.

Collect interest from prospective members through a public waitlist link, capture each submission as a CRM lead, and get notified by email and SMS when someone signs up.

Group members into companies, route their billing to a shared card, control booking visibility, and import teams from existing business names.

Send documents for e-signature, manage your membership agreement, and download signed PDFs.

How members end their own asset assignments from the dashboard: the request path that emails admins, the optional self-service path that cancels immediately or at a renewal date, and why the renewal-date timing avoids the next charge while keeping the paid period.

Members tap in and out on the lobby kiosk with a six-digit PIN or their name and email, and the Check-ins page shows who is in the space right now.

Learn what resources are in Deskie, how member and non-member rates work across booking intervals, and how capacity, overlapping bookings, and booking hours shape availability.

How resource bookings work in Deskie, covering intervals, duration limits, member and guest pricing, payment options, and conflict checks.

How whitelist and blacklist rules per resource, targeting individual members or whole plans, control who can see and book a resource and where those rules are enforced.

How assets work in Deskie, covering the asset types (private offices, dedicated desks, flex, and more), rates and billing cadence, public signup and waitlist options, and how assets differ from bookable resources.

How flex plans work in Deskie, the booking credits you can include with them, and how plans relate to the assets members are assigned.

How to assign members to assets, set recurring rates, control when billing renews, and schedule a future termination.

How passes work in Deskie: creating pass types, member and non-member pricing, expiration, usage and check-in, door access, and the ways members and visitors can buy them.

Create events, set ticket prices and capacity for members and non-members, sell or RSVP tickets, and manage ticket holders.

Build a visual floor plan of your space, place resources, assets, printers, screens, and doors on it, and see who is using each spot right now.

How fractional offices work in Deskie: a private office shared by several companies on a fixed days-of-week rotation, with each share billed monthly through the normal assignment pipeline. Covers converting an office to fractional, assigning weekdays to shares, day offices on the open days, schedule-aware door access, and public website share signups.

How to connect your Stripe account to start accepting payments through Deskie.

Creating, sending, and managing invoices for memberships, bookings, and custom charges.

How Deskie creates invoices automatically and manually, what fills in their line items, and how to read the invoice detail, statuses, partial payments, and PDF.

How Deskie's daily billing cron generates recurring invoices on a billing anchor day and optionally auto-charges saved payment methods.

How Deskie charges cards and US bank accounts through your own Stripe account, how members save and reuse payment methods, how pending ACH payments and bounces are handled, and why the only processing fee is Stripe's.

How to add an optional tax percentage and a card-only convenience fee to invoices, how they apply across payment methods, and how they appear on invoices and checkout.

Create discount codes that apply at checkout, controlling the discount type, what they cover, how long they last, and who can use them.

Record your space's operating costs by category, attach receipts, and feed those totals into your finance reports.

A tour of Deskie's four report views: Overview, Finance, Usage, and People, and exactly what each one measures.

Run a grab-and-go snack bar or shop on a tablet. Stock a product catalog, let members ring themselves up with a kiosk PIN, and bill purchases to their next invoice.

A one-page recap of any day, week, or month: money in and out, new members, MRR movement, invoices, passes, bookings, visitors, and check-ins.

Learn how to add and manage assets like desks, offices, meeting rooms, and other bookable resources.

How the booking system works, managing reservations, and handling conflicts.

How Deskie connects to door hardware, which providers it supports, how access is granted to members and visitors, and the ways doors can be unlocked.

Deskie Access is the native door provider: it talks directly to your relay controller to unlock doors, grant per-member access, and record every action in the access log.

Set a weekly schedule that automatically unlocks a door during business hours and locks it again when those hours end.

How Deskie discovers printers on your local network, manages the print job queue and its statuses, and bills members and guests for the pages they print.

How to build digital signage screens in Deskie, choose which blocks they display, and put them on any device with a web browser using a public link.

Send direct and group chat messages to people in your workspace, with file attachments, read tracking, and push and email notifications.

How to use the activity feed to post announcements, share updates, and keep your community informed.

Send direct messages to members, create group chats, and manage communication within your space.

How the community feed works in Deskie, including posts, comments, replies, likes, location scoping, notifications, and moderation.

Log physical mail and packages for members, send scan notifications, and process member requests to open and scan, forward, or shred, with optional per-action fees.

Configure automated email and SMS notifications for your workspace.

How members submit support tickets and how staff triage, reply, and resolve them with status, priority, internal notes, and email notifications.

Connect your own Gmail, Outlook, or IMAP mailbox so your whole team can read, assign, reply to, and send email from inside Deskie, alongside an archive of everything the platform sends.

Build branded email newsletters with a block-based editor, pick an audience, preview them, and send to members, leads, visitors, and tour contacts.

How Deskie delivers email, SMS, and push notifications, and how members and admins control which ones they receive.

Create, assign, and track internal staff work in board, list, and date views, with recurring tasks, checklists, comments with @mentions, and task notifications.

The unified Deskie calendar pulls bookings, tours, tasks, passes, and events into one view with month, week, day, and agenda layouts, plus an iCal feed you can subscribe to in any calendar app.

How staff clock in and out, record lunch and break punches, and how admins review and correct timecards and set working-hours and auto-close policies.

Build weekly staff shift schedules with drafts, publishing, recurring shifts, copy last week, and open shifts, then notify your team when the week goes live.

Upload files to your workspace, share them with members, and create public download links that anyone can use.

Generate branded, exact-size print documents from your live workspace data: door placards, availability signs, and custom notices.

Connect your own domain to your Deskie public website by adding a CNAME record, verifying DNS, and letting SSL provision automatically.

How Deskie generates a public marketing website from your workspace data, what it pulls in, how you customize it, and how it stays in sync.

How non-members and signed-in members book resources, buy passes and event tickets, and sign up for assets on your public site, including member-aware pricing.

A tour of every section in Deskie's Settings area, what each control does, and which settings can be overridden per location.

Set your workspace brand color and logos, and write custom messages that get inserted into specific booking, pass, mail, and tour confirmation emails.

An overview of the external services Deskie connects to, including Stripe for payments, Kisi, UniFi, and Deskie Access for doors, plus the platform services that send email, send SMS, and store files.

View your workspace's own Deskie subscription, see past payment invoices, and file a request to cancel your membership.

How workspace-defined categories work in Deskie, a flexible organizational taxonomy you can apply to assets, plans, resources, passes, and members, separate from each item's structural type.

Define your own fields on members, assets, and resources, fill them in on each record, and optionally show asset and resource fields on your public website.

How early interest from tours, visitors, guest purchases, and the waitlist flows into the CRM, converts to members, and feeds billing and access.

How a resource booking or an asset assignment turns into an invoice and payment, and how a booking's time window grants and expires door access.

How buying a pass or an event ticket is priced and billed, and how each one can open Kisi doors only for the window it covers.