Members & Companies
Managing member accounts, companies, memberships, and plans.
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Creating Membership Plans
How to create recurring membership plans with pricing, billing cycles, and resource assignments.
how toplansmemberships
Managing Companies
How to create company records, assign members to them, and issue invoices to a company instead of an individual.
how tocompaniesbilling
Managing Members
How to add, verify, edit, and manage member accounts in Co-Desk — including manual creation and bulk import.
how tomembersaccounts
Managing Subscriptions
How to assign plans to members, view active subscriptions, and handle cancellations and billing failures.
how tosubscriptionsmemberships
Memberships and Plans
How subscription plans work — subscribing, understanding your first invoice, auto-renewal, and how to cancel.
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