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How to Add a Location
Updated over a month ago

In OfficeRnD Flex, your organization's Members, Resources, and Services must be assigned to Locations. Then, Members can be assigned their Membership plans and use the Resources, Stores, and Services available in their Location.

Add Location

To add a new Location, go to Space > Locations and click Add Location:

The Add Location dialog appears with the following tabs:

General (tab)

  • Image - Click Upload to add an image for the Location.

  • Name - Enter the name of your Location here.

  • Unique Code - Enter a code as a unique identifier for the Location. You can use it to find the Location more easily and to generate Location-specific invoice numbers.

  • Description - (optional) Enter a short description of your Location.

As Timezone-related problems may cause issues with Bookings, it's highly recommended that you set the appropriate Timezone.

  • The Is Open checkbox determines whether the Location will be Draft or Open. If the Location is designated as a Draft, data from it will not be used to calculate reports. Open means the Location is fully operational.

  • The Portal checkbox determines whether the location will be visible in the Members Portal's Signup and Public Calendar pages.

Address (tab)

The Address tab lets you specify two types of addresses for your Location:

  • Physical address - This address will be shown in the Members portal. Start typing the physical location's name or address and make a choice from the list.

  • Configure Address for Template Usage - If you'd like to use a Location's address in your Templates, check this option and fill in the information in the fields:

Business Hours (tab)

  • Timezone - Specify the Timezone of the Location. By default, the organization's Timezone will be used.

  • Business Hours - Specify the Location's business hours. You can learn more about Flex's per-location business hours settings from this help article.

Closed Days (tab)

The Closed Days tab shows when this location will be closed for holidays. You cannot change the location's closed days or add new ones in the Closed Days tab.

To manage your organization's closed days, select Manage Global Settings, and in the Closed Days section:

  • Click Add Closed Day to add a new one.

  • Select Settings βš™ and then Edit or Delete.

Emails (tab)

The Emails tab pertains to the setup of automatic emails sent from the Location.

You can learn more about each of the available options from this article.

Billing & Revenue (tab)

In the Billing Revenue tab, you can set your location's tax policy and revenue target.

Learn more about tax policies and revenue targets.

eSign (tab)

Configure your organization's email, where contracts will be sent for you to sign, and enter the name representing your organization when signing documents.

Tickets (tab)

This tab lets you configure the OfficeRnD Flex Ticketing system for the specific Location. The configuration determines how Members can submit and resolve Tickets.

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