MEMBER PORTAL (CASSIE)

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63 articles in this collection
Written by Josephine Rees, James Yorston, and Jessica Laperle and 1 other
Getting Started

Cassie to Operate Portal Migration

What you need to know if your Cassie Portal is now managed via Operate
Written by Josephine Rees
Updated this week

Portal Password Changes

What you need to know about how we are improving the handling of passwords in the Operate Portal
Written by Josephine Rees
Updated over a week ago

Things to Consider when Launching Your Occupie Member Portal

Here is a list of aspects that you might want to consider on when launching your Occupie Member Portal:
Written by James Yorston
Updated over a week ago

Setting up Your Occupie Member Portal

The Overall Occupie Member Portal Setup Process
Written by Jessica Laperle
Updated over a week ago

Accessing Your Occupie Member Portal

How to Gain Access to Your Occupie Member Portal
Written by Jessica Laperle
Updated over a week ago

Integrating Operate with your website

Features you can use when integrating Operate with your website
Written by James Yorston
Updated over a week ago

Inviting Members to Your Occupie Member Portal / Contact Onboarding

This guide is applicable to the Occupie Member Portal when alsoo using Occupie's CRM Module
Written by James Yorston
Updated over a week ago

Setting Member Portal Access Levels for Contacts in Operate

Contact Operate Member Portal Access Permissions
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal Access Levels on Portal Version 1

Occupie Member Portal Access Permissions in Version 1
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal Access Levels on Portal Version 2

Occupie Member Portal Access Permissions in Version 2
Written by Jessica Laperle
Updated over a week ago

Contacts Setting Occupie Member Portal Access Levels for their Colleagues

How Admins and Mid-Level Users can Give Others Access to the Occupie Member Portal
Written by Jessica Laperle
Updated over a week ago

Managing Users on Your Occupie Member Portal

Manage Users, Profiles and Permissions directly from the Occupie Member Portal
Written by James Yorston
Updated over a week ago

Disabling the Occupie Member Portal for External Clients

Restricting Occupie Member Portal Account Creation for External Clients
Written by James Yorston
Updated over a week ago

Managing Portal Pages in Operate

Create customized Text or HTML pages for your Operate Portal
Written by James Yorston
Updated over a week ago

Occupie Member Portal Feedback App

Receive Feedback from Occupie Member Portal Users
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: My Network

View Occupie Member Portal Community Members Who Are Following You
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: My Building

View Occupie Member Portal Community Members Who Are in the Same Building as You
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: My Neighbours

View the Newest 25 Members of the Occupie Member Portal
Written by Jessica Laperle
Updated over a week ago
Online Plans

Occupie Member Portal: Introduction to Online Plans - The Benefits

Occupie Member Portal: The Benefits of Using Online Plans
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Considerations before Creating Your First Plan

Occupie Member Portal: What to Keep in Mind When Creating Online Plans
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Online Plan Types

Occupie Member Portal: Types of Online Plans You Can Create with Occupie Operate
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: The Difference Between Plans and Packages

Occupie Member Portal: Packages Are Contained within Plans
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Types of Products to Sell with Online Plans

Occupie Member Portal: What Are Online Plans Suited For?
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Creating Online Plans

Occupie Member Portal: The General Online Plan Creation Process
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Adding Online Plans to Your Website

Occupie Member Portal: Preview Plans and Add Them to Your Website
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Creating Online Packages

Occupie Member Portal: Create Packages to Use with Online Plans
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Testing your Plans

Occupie Member Portal: How to Test Your Newly Created Plan
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: How a Membership Plan Appears for Customers

Occupie Member Portal: What Customers See on a Membership Plan
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: How a General Plan Looks Like for Customers

Occupie Member Portal: What Customers See on a General Plan
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Promo Codes

Create Discounts Codes for customers to use on Meeting Rooms and Desks within the Portal, and for Online Plans
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Add Meeting Packages (CentreCharge)

Occupie Member Portal: CentreCharge Customers ONLY with Meeting Packages
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: New Member Notification

Occupie Member Portal: Setting up an email template for Members that have been signed up
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: New Plan Purchased Notification

Occupie Member Portal: Knowing when a Plan is Purchased
Written by Jessica Laperle
Updated over a week ago
Portal Payments

Portal Payments in Operate

How to use Payment Gateways within Operate to accept Portal Payments, and how to ensure you are compliant
Written by Josephine Rees
Updated over a week ago

Occupie Member Portal: Payment Gateways Supported

A List of Available Payment Gateways to Use with Your Occupie Member Portal
Written by Jessica Laperle
Updated over a week ago

Payment Notifications on the Operate Member Portal

How to manage payment notifications on your Operate Member Portal
Written by Claire Luik
Updated this week

Occupie Member Portal: Stripe Setup

Occupie Member Portal: Processing Payments using Stripe
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Paying by Stripe ACH

Occupie Member Portal: Making Portal Payments using Stripe ACH (US Only)
Written by Claire Luik
Updated over a week ago

Operate Member Portal: GoCardless Setup

Using GoCardless as a Payment Processor within your Operate Portal
Written by Josephine Rees
Updated over a week ago

Checkout.com for the Occupie Member Portal:

Processing Payments with Checkout.com on the Occupie Member Portal:
Written by Claire Luik
Updated over a week ago

Using Infintech as a Payment Gateway on Your Member Portal

Installation, Setup and Payment Collection using Infintech on the Member Portal
Written by Claire Luik
Updated over a week ago

Occupie Member Portal: eWAY Test Card Details

Occupie Member Portal: Card Numbers to Use for eWAY Tests
Written by Jessica Laperle
Updated over a week ago

Occupie Member Portal: Rentshare Operator Setup

Occupie Member Portal: Processing Payments using RentShare
Written by James Yorston
Updated over a week ago

Occupie Member Portal: RentShare for Clients

How Clients can Pay on Your Occupie Member Portal via RentShare
Written by James Yorston
Updated over a week ago

Occupie Member Portal: Adding a Payment Method for RentShare

Managing Your Occupie Member Portal Payment Settings and Methods
Written by James Yorston
Updated over a week ago