Member offboarding
Close a coworking membership cleanly while settling obligations, recovering property, revoking access, and preserving an appropriate human farewell.
Primary roles: community-manager, operations-manager, finance
Stages
1. Confirm exit terms
A staff member confirms the final date, notice terms, balances, and any member-specific exceptions.
Manual tasks
- Review the agreement and approved exceptions
- Confirm the forwarding contact and final day with the member
Automation opportunities
- Prepare a staff checklist from the confirmed exit date
- Remind responsible staff about unresolved items
Suggested tools
- None documented.
Risks
- An incorrect end date can interrupt service or create an avoidable charge
2. Recover property and settle account
Staff recover physical credentials and workspace property, inspect the space, and approve the final account position.
Manual tasks
- Collect keys, fobs, equipment, and stored items
- Review damage, deposits, credits, and outstanding charges
Automation opportunities
- Track completion of property-return tasks
- Flag open account items for finance review
Suggested tools
- None documented.
Risks
- Automated charges without review can mishandle disputes or deposits
3. Revoke access and close records
Authorized staff remove digital and physical access, retain required records, and close with a personal acknowledgement.
Manual tasks
- Verify access revocation across every applicable system
- Send a personal farewell and handle any final questions
Automation opportunities
- Queue account-disable tasks after staff approval
- Produce an exception list for accounts that remain active
Suggested tools
Risks
- Missed accounts or shared credentials can leave unauthorized access
- Deleting records too early can breach retention obligations
Success metrics
- Percentage of offboardings completed by the confirmed final date
- Number of active credentials found after closure
- Median time to resolve final balance disputes
Last reviewed: 2026-07-18