Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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On this page
  • 1. Add Team Members to Hamlet
  • 2. Security (card access and keys)
  • 3. Communications
  • 4. Space Resources
  • 5. Physical interaction

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  1. Customer management

Onboarding new customers

General steps to onboard new customers to a space

Once a new customer is added to Hamlet and they have been charged their initial fee to start their membership, the onboarding process can start.

Onboarding will vary dependant on location and type of customer, but here is a guide to the general tasks that are involved in onboarding new Local Members.

1. Add Team Members to Hamlet

By default the Billing Contact team members profile will be created. All further team members of a business should be added to Hamlet. This will create profiles for each Team Member and allow you to then input and save details on each respective Team Member's profile.

2. Security (card access and keys)

  • Keys/Access card number must be recorded on the respective team member(s) profile in the Space details section. Keys/Access card(s) given to new customer and their respective team.

  • An email must be manually send sent to security with new member details to create their security profile.

  • Security will then manually to create new access number and send back to SL. (request for automation in place)

  • At some locations, an email also must be sent to each team member with instructions to install the HID access app.

3. Communications

  • Email 1 - (automated) Confirmation of direct debit and terms and conditions is sent to the account holder upon successful charging of initial items.

  • Email 2 - (automated)

    Welcome email for your space is sent to each new team member on the day they move in. Included will be:

    • Details to login to Hamlet user portal (coming soon)

    • WIFI login details

    • General space information and contact information

  • All team member email addresses are automatically added to mailing list for newsletter updates.

4. Space Resources

  • Printer access setup should be completed on the day of move in. Store any details associated with printing in the respective team members profile.

5. Physical interaction

  • Invite personally to first invent

  • Introduce to one other member (buddy program)

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Last updated 5 years ago

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