Skip to main content

Basic and Advanced Forms

Learn how to use Basic and Advanced Forms in Flex to manage member and company data collected through the Member Portal or the Admin Portal.

Updated over 2 weeks ago

OfficeRnD Flex lets you customize how you collect and store information about members and companies. With Basic and Advanced Forms, you can control which fields appear in the Member Portal and what data is managed only by admins. These tools help you maintain accurate records, streamline invoicing, and improve operational efficiency.

By the end of this article, you will know how to configure, manage, and structure forms to suit your space's needs.


Basic and Advanced Forms in Flex

OfficeRnD Flex includes two types of forms: Basic Forms and Advanced Forms. Each is designed for different use cases.

  • Basic Forms: Used to collect data from members via the Member Portal.

  • Advanced Forms: Used to configure what data is managed internally by your admin team.

To access the forms:

  1. Open the Admin Portal and go to Settings > Data & Extensibility > Forms Customization.

  2. Use the Basic Forms and Advanced Forms tabs to manage each type.

Basic Forms

Basic Forms collect key information from members directly through the Member Portal. The most common Basic Forms are the Address and Billing details forms.

Address form

The Address form collects address information for a member or company.

Billing Details form

The Billing Details form gathers invoicing details from members and companies. It is used when a company or member profile is created through the public sign-up and booking pages.

The information collected through the form is stored in the system and appears under Billing > Payment Details on the Member Portal.

  • Members designated as company contacts or billing persons will see two tabs on the Member Portal: Company and Personal.

  • Regular members who are not assigned a billing role will not see this section on the Member Portal.

Advanced Forms

Advanced Forms control what information is visible and editable on the Admin Portal. They are not available to members.

There are two Advanced Forms:

  • Member Form

  • Company Form

These forms function similarly, so the explanation below applies to both.

When you open a company or member profile and click Edit, the dialog containing all company or member information has 3 default tabs:

  • General

  • Address

  • Billing

You can rename these tabs in the Form settings (see the previous screenshot above).

Configure the layout of Advanced Forms (admin-only)

This section is only visible to OfficeRnD admins. Contact support if you need help editing the layout.

  • Click Show Preview to view the current layout.

  • You can use the dropdown to view one specific tab or select Show All Tabs to preview all properties at once.

Property configuration options

Each property in the form has several settings that control how it appears and functions.

  • Enabled: Shows or hides the property in the tab. Some properties cannot be disabled.

  • Required: Defines whether the field must be filled out. Some fields are always required.

  • Title: Sets the display name of the field. Some titles cannot be edited.

  • Placeholder: Provides hint text inside the field before a value is entered.

  • Order: Controls the display order. Lower numbers appear higher. If multiple fields have the same number, they are sorted alphabetically.

  • In Tab: Specifies which tab the property appears in. To see the change, click Update and reload the page.

  • Type: Defines the data type of the property. Learn more about the property types →

If you create a custom property for a Member or Team, it appears in the General tab by default. You can move it to another tab using the In Tab column.

You can also make custom properties visible on the Member Portal so members can fill them in. Learn how to create custom properties →


FAQ: Basic and Advanced Forms in OfficeRnD Flex

What is the difference between Basic Forms and Advanced Forms?

Basic Forms are shown to members in the Member Portal and are used to collect billing and address details. Advanced Forms are only used by admins and define what fields are editable and visible on the admin side.

Can members edit fields in the Basic Forms section?

Yes, but only if they are a billing person or company contact. Other members cannot access the Billing Details section on the Member Portal.

Can I allow members to fill in custom fields from the Member Portal?

Yes. If the custom property is assigned to a Member or Team, you can display it on the Member Portal.

Who can configure the layout of Advanced Forms?

Only OfficeRnD admins can configure form layouts. If you need help adjusting layouts, contact the OfficeRnD support team.

Did this answer your question?