Configuring your Space

Once you’ve created your space on Vinly, you can fully customize and manage it through the Settings menu. The Settings panel is where you control your space’s appearance, access, assistant, integrations, and data — all in one place.

To open your space settings:

Head over to your Hub.
In column one, select the space you want to configure.
Once your space is selected, go to column two at the top and click the dropdown arrow next to your space name.
Select Settings to open the configuration view.

The settings are divided into five main tabs: Overview, Channels, Assistant, Connections, and Data.

Overview

The Overview tab contains your space’s general information and foundational settings. Here, you can edit your space’s name, visuals, privacy, onboarding, and events configuration.

General Information

Name – Edit your space name.
Description – Add or update your space’s description to help members understand its purpose.
Photos – Upload a cover photo (720×260, JPEG or PNG) to brand your space visually.
Favicon / Icon – Upload a 125×125 JPEG or PNG image that represents your space on invites or dashboards.
Personalized URL – Customize your unique space link, for example:

https://vinly.co/o/awesomeclub

This URL identifies your space and must be unique.

Privacy and Access

Private Space – Restrict access so only invited members can join via email or phone number.
Disable Join Message – Turn off the default “I joined the space!” message when new members join.

Events

Enable Events Channel – Allow members to create and view events within your space.

Onboarding

Vinly allows you to create custom onboarding flows to gather information and build better connections among members.

You can:

Enable Custom Onboarding – Add personalized questions for new members.
Show Answers Publicly – Make onboarding answers visible to all members.
Mandatory Onboarding – Require completion of onboarding before chatting or posting.
Mandatory Introduction – Ask new members to introduce themselves before participating.

Configuring Questions:

Add text or multiple-choice questions.
Set conditions so questions appear based on previous responses.
Example: “Which city are you located in?” → “Location”.

Location Map:

Display members’ locations on a map in the Member Directory.
To enable, create a location-based onboarding question, save it, then re-open settings and select it in the Location Map dropdown.
If your question doesn’t appear, save your onboarding questions first before reopening the settings.

Terms & Policies:

Add custom Terms of Service and Privacy Policy links that members must agree to when joining.

Pairing Conditions:

Define how members are recommended to meet based on profile attributes or onboarding responses.
Leave this blank if you prefer not to enable pairing suggestions.

Always click Save after making updates.

Channels

The Channels tab allows you to create and manage discussion channels within your space. Each channel can be customized for visibility, permissions, and automation.

Creating or Editing Channels

To add a channel, click Add Channel.
To edit, open a channel and adjust its settings.

Available Options:

Name

Set or change the channel name.

Description

Provide a brief description of the channel’s purpose.

Visibility

Public Channel: Channels are public by default. Uncheck this to make them private so only invited members can see activity.

Posting Permissions

Admin Only Posting: Restrict posting to admins.
Post Approval: Require admin approval before posts appear publicly.

Engagement Settings

Disable Likes & Comments: Turn off reactions and commenting for every post in the channel.

RSS Feed Integration

Enable RSS Feed: Automatically import posts from an external source every 24 hours.
- Imported posts appear under the user who connected the feed.
- Feeds sync once daily to prevent spam.

Advanced Options

Linked Community: Link a channel to another public community or space for quick access.
Allow Access Conditions: Automatically add users to this channel based on specific onboarding answers, such as a city or interest.

Assistant

The Assistant tab controls your Space AI Assistant, which every member can access. The assistant can answer questions, summarize activity, and provide insights based on your space’s data, posts, and events.

Enable or Disable the Assistant

You can toggle the assistant on or off for your space.

When enabled, members can interact with it directly.
When disabled, the assistant will be inactive.

Customize Your Assistant

Assistant Picture: Upload a profile image (125×125, JPEG or PNG).
Assistant Name: Set the assistant’s display name (e.g. “VinlyGPT”).
Welcome Message: Edit the greeting new users see when first interacting with your assistant.

Example: “Welcome to Vinly! We’re cultivating a space for meaningful conversations — feel free to ask me anything.”

Click Save after making any edits.

Manage Documents and Data

Your assistant can reference uploaded documents and linked websites for contextual responses.

View and refresh uploaded materials.
Add files (PDFs, guides, etc.) or scrape websites for content.
Upload larger files for extended training or data context.

Agent Access

You can tag data sources to specify which assistants or agents can access them — either limit to specific assistants or make them available globally.

The assistant automatically has context on:

User posts and messages.
Upcoming events in your space.

This helps it provide more personalized, relevant answers to members.

Connections

The Connections tab enables integrations with third-party tools, starting with Stripe for payments.

Connecting Your Stripe Account

Open the Connections tab.
Click Connect Stripe and follow the prompts.
Enter your business and payout information.
Once verified and approved, your Stripe account will be connected to your space.

Ticketed Events

After connecting Stripe, you can:

Create ticketed events directly within your space.
Collect payments securely from members.
Manage transactions and payouts through Stripe.

If you encounter any issues with connection or approval, reach out to kris@vinly.co for support.

Data

The Data tab provides access to your space’s membership data for exports and CRM integration.

Export Member Data

Export all user data tied to your space.
Includes member names, emails, phone numbers, onboarding answers, and other profile details.
Files are formatted for easy import into your CRM, marketing tools, or analytics dashboards.

Use Cases

Exporting member data helps you:

Sync with your CRM or mailing lists.
Analyze engagement and participation.
Segment members for campaigns, outreach, or internal reporting.

Privacy Reminder

Only admins can export data. All exports follow Vinly’s Privacy Policy and should be handled securely in line with your organization’s data practices.