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[Flex] Set Up and Manage Booking Coins

Allocate monetary-value credits to members and companies so they can pay for bookings without being invoiced per transaction.

Written by Yasen Marinov

When members book resources regularly, per-transaction billing adds administrative overhead for both sides. Booking coins allow you to pre-allocate monetary credit to a member or company, which the system automatically draws from when a booking is made. One coin equals one unit of your organization's currency by default, so the math stays simple.

Booking Coins work alongside Booking Credits in OfficeRnD Flex. They live in the same Credits section of a member or company profile and follow the same allocation logic, but unlike hour-based credits, coins carry a direct monetary value that maps to your billing currency.


In this article:

  • Add coins manually to a member or company profile

  • Add coins automatically through a Billing Plan

  • Review and delete coin allocations

  • Track coin transactions in the Transaction Log


Before you begin

  • Only admins can allocate and manage coins. Members cannot use or assign coins from the Member Portal.

  • Coins are always associated with the company. If you add coins to an individual member's profile, they are reflected on the company profile.

  • Avoid adding large coin amounts outside a Billing Plan. This makes manual adjustments harder to track later.


How booking coins work

Each coin has a monetary value set at the organization level. By default, 1 coin equals 1 unit of your currency (for example, 1 USD or 1 EUR). To change the monetary value of a coin, contact our support team and ask to speak with a human agent.

When a member makes a booking, the system automatically draws from their available coins. Only admins can assign coins; members cannot do so themselves in the Member Portal.

Coins are always associated with the company; if added to a member's profile, they will be reflected in the company profile.


Add coins to a member or company profile

You can add coins manually to any member or company profile. To do this:

  1. In the Flex Admin Portal, go to Operations > Members or Operations > Companies.

  2. Open the member's or company's profile. Keep in mind that coins are always associated with the company; if added to a member's profile, they will be reflected in the company profile.

  3. Scroll to Booking Credits and click Add Credits.

  4. Select coins from the dropdown.

  5. Set the amount, applicable resources, and start and end dates.

  6. Choose one of the following recurrence options:

    • Once – The coins are available until used up. They have no monthly reset, but they expire 12 months from the date they are granted. For example, coins granted today can be applied to bookings up to 12 months from now. They cannot be applied to bookings more than 12 months in the future.

    • Month – The coins reset monthly on a use-it-or-lose-it basis. Set an end date to tell the system when to stop renewing them.

  7. Click Add.


Add coins through a Billing Plan

You can allocate coins automatically to members or companies through a Billing Plan. To do this:

  1. Go to Billing > Plans and open a Billing Plan.

  2. Open the Credits tab.

  3. Click the + sign, click hours, and select coins.

  4. Enter the number of coins or leave the first field empty to add unlimited coins

  5. Select the applicable resources.

  6. Click Update.


Review and delete coin allocations

To review or delete coins that have been added to a profile:

  1. Open the member's or company's profile.

  2. Click the cogwheel next to the coin entry and select Edit.

  3. In the dialog, you can review who created the coins and when, or delete the allocation. To see coins that have already been removed, select Show Removed Credits.

Note: Coins linked to an active booking can't be deleted directly. You must first update the booking to make it free, then remove the coins. If the coins were removed before the booking was canceled, they will be unavailable for editing. Contact [email protected] if you run into this.


Track coin transactions

The Transaction Log shows every coin issuance, usage, and remaining balance for a member or company. To open it:

  1. Open the member's or company's profile.

  2. Click the cogwheel next to the coin entry and select Transaction Log.

In the Transaction Log, you can:

  • See when coins were issued and by whom.

  • Check whether coins were added manually or automatically through a membership.

  • Filter transactions by date using the calendar icon, or clear the filter to see all transactions.

  • Check the Remaining and Used coin counts at the top right.

The Ref Date column shows the start of the period for which the coins were issued. For example, the first day of the month (for monthly coins).


FAQs

Can members use coins from the Member Portal?
No. Members can't assign or use coins themselves. Only admins can allocate coins to a profile.

What happens to one-time coins after 12 months?
One-time coins expire 12 months from the date they were granted. They can't be applied to bookings that fall outside that window.

What's the difference between once and monthly coins?
"Once" coins are available until used up (within 12 months). "Monthly" coins reset at the start of each month and don't carry over; unused coins are lost.

Why can't I delete coins linked to a booking?
Coins tied to an active booking are locked until the booking is made free. Update the booking first, then delete the coins. If the coins were removed before the booking was canceled and are now stuck, contact [email protected].

Where can I see all coin transactions for a member?
Open the member's or company's profile, click the cogwheel next to the coin entry, and select Transaction Log.

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