rub1e
commented
6 years ago [WIP]
Before member's first day
- Send note confirming...
- rates
- (refundable) deposit amount
- house rules
- Request member brings in photo ID for our records on first day
- Request details for our records
- Their name
- Billing contact name
- Company name, address, region (e.g. England and Wales), and reg number
- Their contact email (presumably we already have this) and phone number
- Accounts contact email if applicable
- Ensure set of keys available / get set cut
- Update Member Details spreadsheet with the above
- Generate member agreement using Autocrat (see instructions) if applicable, or manually change the
<<tags>>in the agreement template (docs in Drive / FH private / Legals); export to PDF, electronically sign it, then forward to member and ask for electronic signature - Arrange with member when they're coming in on their first day and ensure someone's there to welcome them
- Set up on FreeAgent
- First set them up as a contact
- Then go to
recurring invoicesand go through the steps there, making sure it's still marked as a draft
First day
- Welcome member, give them keys, wifi code etc.
- Explain about 24hr access and locking up etc.
- Remind them of Quiet Time during Power Hours
- Ensure we have all requested info, including taking a picture of ID
- If not, gently remind them
- If so, file away in the FH Drive
- Check the draft recurring invoice on FreeAgent, and activate it
- Send a one-off invoice for the deposit
iteles
As an office manager I would like to have a process for when we have a new member we need to onboard So that it is consistent and we don't miss any steps.
Reference: https://github.com/dwyl/process-handbook/issues/35#issuecomment-318723302