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Membership & Workspaces

Agreements, benefits and space, connected.

CloudOffix manages membership agreements, benefits, desks, offices and deposits for innovation centers and incubators. A signed agreement sets up everything the member is entitled to.

Agreement to onboarding

One signature sets everything up.

01

Draft and send

Build the membership agreement from a template with its lines, then send it to the client for review.

02

Client signs online

The client reviews, signs and downloads the PDF from the portal.

03

Complete

Completing the agreement creates the sales order, the subscription, the onboarding project and the member's entitlements.

Benefits

Every benefit, tracked against its limit

01

Benefits by category

Workspace, room booking, mentor and EIR sessions, programs, services and visibility. Coworking access, dedicated desks and offices, meeting rooms, mentor sessions, member events, a mailbox and signage come ready to use.

  • Units: hours, sessions, credits, desks, offices, mailboxes or unlimited
  • Periods: weekly, monthly, yearly or agreement term
Benefits by category
02

Limits that fit each benefit

Track only, soft limit, hard limit or approval over the limit. Members and staff see what is used and what is left, with a warning before the limit.

  • Usage status from not used to over limit
  • Benefits end automatically when the membership ends
Limits that fit each benefit
Workspaces

Buildings, floors and spaces

Space inventory

Buildings, floors and spaces: coworking areas, dedicated desks and dedicated offices.

Space details

Capacity, square feet, monthly price, setup fee and deposit for every space.

Space status

Available, reserved, occupied, in maintenance or inactive, at a glance.

No double allocation

A space is allocated to one member at a time and frees up when the allocation ends.

Security deposits

Requested, received, refunded, applied or forfeited, with every step recorded.

AI space finder

Finds available office space for a team size and drafts the proposal email.

Room booking

Members book rooms against their benefits.

Meeting and conference rooms are booked from the member portal, against the member's room booking benefit, with working hours and limits enforced.

FAQ

Membership and workspace questions

01

Can we offer different membership tiers?

Yes. Each tier is a package of benefits with its own units, periods and limits, from a free community tier to dedicated offices.

02

What happens when a membership ends?

Benefits and space allocations end automatically, and the space becomes available again.

03

Can members sign agreements online?

Yes. Members review, sign and download their agreement from the portal.

See membership and workspaces on one record.

Book a demo to follow one agreement from draft to signature, subscription, desk and benefits.

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