Billing Plans and Memberships work together in OfficeRnD Flex to control how you price and assign access to your space. A Billing Plan defines the pricing model for a specific resource or service. A Membership links that Billing Plan to a person or company.
This article explains how each one works, their relationship, and how to use them in your workspace. You'll also learn how to customize plan types and connect Billing Plans to resources.
What is a Billing Plan?
A Billing Plan is a pricing model you create in OfficeRnD Flex for a specific resource or service.
Billing Plans can offer the following:
Booking Credits
Day Passes
Monthly or one-off billing options
Deposits (optional)
For a step-by-step walkthrough, read our article on how to create a Billing Plan.
What is a Membership?
A Membership is a subscription to a Billing Plan. It assigns the Billing Plan you've already created to a specific member or company.
For more information, read our article on how to assign a Membership.
What are the default Billing Plan types?
OfficeRnD Flex includes several default Billing Plan types:
Private Office
Office Desk
Dedicated Desk
Service
Note: Billing Plans can be set up as Monthly or One-off.
How to add a plan for a bookable resource?
If you want to charge for booking a resource like a meeting room, use a Resource Rate instead of a Billing Plan.
Resource Rates can be set as hourly, daily, or for another custom time period.
Resource Rates are ideal for bookable items such as meeting rooms.
Creating custom Billing Plan types
You can customize your workspace by creating your own Billing Plan types. To do that, you must create custom Resource Types.
What to do after creating a Billing Plan?
Once you create a Billing Plan, the next step is to create a Resource to apply that plan. Learn how to add Resources →
When adding a Resource, you can link it to a Target Plan.
The Target Plan creates a connection between the Resource and a Billing Plan.
This allows the system to detect the type of Membership that should be assigned to the resource.
We recommend creating your Billing Plans before you add any Resources to your space.
FAQ: Billing Plans and Memberships
What is the difference between a Billing Plan and a Membership?
What is the difference between a Billing Plan and a Membership?
A Billing Plan defines pricing for a resource or service. A Membership is the subscription that connects that Billing Plan to a person or company.
Can I offer both monthly and one-off Billing Plans?
Can I offer both monthly and one-off Billing Plans?
Yes. OfficeRnD Flex allows you to set up both monthly recurring plans and one-time charges.
What Billing Plan types are available by default?
What Billing Plan types are available by default?
The default plan types are Private Office, Office Desk, Dedicated Desk, and Service. You can also create custom types.
Do I need to create a Billing Plan before adding a Resource?
Do I need to create a Billing Plan before adding a Resource?
Yes. It is best to create a Billing Plan first. This allows you to select a Target Plan when adding a Resource, making it easier to manage Memberships.
Can I use Billing Plans for Meeting Rooms?
Can I use Billing Plans for Meeting Rooms?
No. For meeting rooms and other bookable resources, it's better to use Resource Rates. These allow you to charge by the hour, day, or custom time period.
Can I create my own Billing Plan types?
Can I create my own Billing Plan types?
Yes. You can add new plan types or customize existing ones to better fit your pricing model.