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Getting Started as an Operator

The five essential steps to get your Co-Desk workspace live — from your first login to your first member booking.

Getting Started as an Operator

Welcome to Co-Desk

Co-Desk runs your coworking or coliving space — memberships, bookings, invoices, and door access all in one place. This guide covers the five steps to go from zero to operational.

Step 1 — Log In

Go to your workspace URL and add /admin at the end. Log in with the credentials provided by your Co-Desk account manager.

Step 2 — Set Up Your Location

Go to Inventory → Locations and confirm your location details:

  • Name — how your workspace appears to members
  • Address — your full postal address
  • Currency and Timezone — used for pricing, invoices, and booking times
  • Logo — your branding shown in the member portal

If you manage more than one site, each location is configured separately. Use the location switcher at the top of the admin panel to move between them.

Step 3 — Create Your Spaces

Go to Inventory and add the spaces members can book — desks, meeting rooms, offices, coliving rooms, or day passes. Each type has its own section in the menu.

See the Setting Up Desks, Meeting Rooms, and Offices guides for details.

Step 4 — Connect a Payment Method

Go to Settings → Integrations and connect at least one payment option:

  • Stripe — online card payments (recommended)
  • Cash or Bank Transfer — manual options you record yourself

Members cannot complete a booking until a payment method is active.

See Setting Up Stripe for full instructions.

Step 5 — Invite Your First Member

Go to Operations → Members and click Create member. Fill in their name and email — they'll receive a welcome email with a link to verify their account and set a password.

You're Live

Once a space, a payment method, and at least one member exist, your workspace is operational. Members can log in, browse spaces, and make their first booking.


Next Steps

  • Settings & Configuration — users, roles, amenities, and branding
  • Memberships & Plans — recurring billing for regular members
  • Smart Door Access — automatic door unlock via Kisi

Common Questions

What's the member portal URL? Your main workspace domain (without /admin). Share this with members.

Can I manage multiple locations from one login? Yes — use the location switcher at the top of the admin panel.

Do I need Kisi to use Co-Desk? No — Kisi is optional. Co-Desk works fully without it.

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