Company

An entity that is paying for a group of memberships.

Company Status

Company statuses are the result of whether there is an active membership in the company or not. For example, contact, inactive, active, drop-in, pending, lead, former.

All Companies Tab

This tab includes companies of all statuses: inactive, active, drop-in, pending, lead, former.

Active

A company with at least one active membership.

Inactive

A company that has no memberships or has never consumed products.

Drop-in

A company that is an occasional user in the space and has purchased at least one one-off services. It could also be a former company that consumed one-off services after leaving the space.

Pending

A company that has a starting membership in the future. It could be either a new member or a former one that will restart their membership.

Former

A company that has all their memberships terminated.

Lead

A company that has open opportunities.

Label "New"

A company that has a single membership, that starts this calendar month.

Label "Upgrading"

A company with an existing membership that has a new membership starting this calendar month.

Label "Downgrading"

A company with one or several terminated memberships ending this calendar month.

Label "Leaving"

A company with all memberships ending this calendar month.

Contact Person

Those are all the people you wish to be able to change the company details and also view all data related to the company. Members with a Contact person role will also be able to buy new memberships and products on behalf of the company.

Billing Person

This is the member who will receive all invoices raised for this company.

Member

A member is an individual belonging to the space via a membership.

Member Status

Member statuses are the result of whether there is an active membership or not. For example: contact, inactive, active, drop-in, pending, lead, former.

All Members Tab

This tab includes members of all statuses: contact, inactive, active, drop-in, pending, lead, former.

Contact status

A member of the community (company member or an individual) who doesn't use any of the space services and membership plans.

Drop-in

Member who is an occasional user in the space and has purchased at least one one-off services. It could also be a former member who consumed one-off services after leaving the space.

Pending

An individual who has a starting membership in the future. It could be either a new member or a former one that will restart their membership.

Active

Member with at least one active membership.

Former

Individual who has all their memberships terminated.

Lead

An individual who has open opportunities.

Label "New"

A member who has a single membership starts this calendar month.

Label "Upgrading"

A member with an existing membership that has a new membership starting this calendar month.

Label "Downgrading"

A member with one or several terminated memberships ending this calendar month.

Label "Leaving"

A member with all memberships ending this calendar month.

User Permissions

User Permissions give users different levels of access depending on the role of their teammates in OfficeRnD. The default roles are Viewer, Reception, Center Manager, Owner.

Tag

Tags are often used to add skills or industry to members' or companies' profiles.

User

A user is someone who has accessed the platform by logging into the Members' Portal. Member portal users have different abilities depending on the user role they have in OfficeRnD.

Opportunities

Opportunities represent past or pending deals for a company or a member that you want to work and/or track. In other words, opportunities are people or accounts that have been qualified. You’ve called these contacts and talked about their needs. You’ve assessed their fit.

Deal size

This is the revenue you expect to win from the opportunity.

Company size

The number of new members you would get from the opportunity.

Lead

An individual who has open opportunities.

Membership

Memberships are your members' subscriptions to a billing plan. It assigns a billing plan you’ve already set up to a specific member or company.

Membership Status

Membership statuses are related to the current state of the subscription. For example, pending, active, and terminated.

Active

This status is assigned when a member or a company has an available membership in the current period.

Pending

Status assigned to memberships that will start in the future.

Terminated

Status assigned to memberships that are expired.

Dedicated Desk

Fixed membership for full-time members. Assignable to a dedicated desk on the floorplan.

Hot Desk

Flexible membership for part-time or full-time members. Not assignable to a specific desk.

Private Office

Fixed membership for full-time office rent.

Service

Other memberships like Virtual Office and others.

Location

Set the location of the membership.

Plan

Select the billing plan that will control the amenities, default price, default deposit amount, allocated credits, and day passes that will be included in the memberships.

Resource

Select a resource (such as an office or a desk) to which to assign the membership.

Name

By default, the plan's name is also applied to the membership. If a resource is chosen, the name of the resource is appended to the name.

Price

By default, the price of the plan is applied to the membership as well. You can change the price by applying a discount to decrease it.

Select Discount

Select a discount to decrease the plan's default price for the membership duration. The selected discount is displayed on the monthly invoices.

Setup fees

Select which of the default plan setup fees and deposits should be applied to the membership.

Member

Assign a member to the membership if you want to distribute memberships in a certain company to specific members.

StartDate

Set the start date of the membership to define when the member and the membership should become active.

EndDate

Set the end date of the membership to define when the membership becomes terminated and the member former.

Contract

Contracts are written agreements that are legally binding.

Membership Agreement

The membership agreement is a contract type, and admins prefer it because it's more flexible than the other contract types. This enables more flexibility around upgrading, changing, and downgrading memberships without breaking the contract terms and conditions. The contract type specifies the following details:
- Start of the contract.
- The number of members/seats/memberships.
- Type of memberships.
- Applied discounts.
- General T&Cs, including Termination & Break clauses, and so on.

License Agreement

License Agreement is more structured around the exact office that is provided to the customer. Usually, the license agreement specifies the following details:
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- Period and length of the contract.
- The name, location, and the number of offices.
- Additional services.
- Applied discounts.
- General T&Cs, including Termination & Break clauses, and so on.

Lease Agreement

License Agreement is more structured around the exact office that is provided to the customer.

All Fees

Here, you can see all types of one-off fees - bookings, deposits, eCommerce products.

Not Paid

In this tab, you can see all fees marked as "Not Paid".

Waived

You can mark any "Not Paid" fee as waived, which will prevent the system from invoicing it or including it in any records, but at the same time, you will be able to see it and have it in mind in the future.

Invoiced

This indicates that the fee is a line item in an invoice.

Awaiting Approval

In this tab, you can find all one-off fees that were purchased by the members and need to be approved by an admin.

Refundable

When adding a fee, you can choose the option "Refundable". When this option is checked, the one-off fee is automatically added as an amount to the default revenue account for deposits (Settings/Billing/Accounts).

Refunded

Most of the time, this label is related to deposits. When a company or member leaves the space, their initial deposit can be refunded. When a deposit is refunded, this label will appear next to the deposit fee.

Personal

Personal fees give you a good way to separate a Company's billing from that of its Members when needed. The Personal Fees will show up on both the Member's and Company's profile page with a "Personal" label.

In Advance

When adding a fee, you can choose the option "Bill in Advance". When this option is checked, the one-off fee will be invoiced with the first automatically created invoice,e even if it is issued before the date of purchase of the one-off fee.

Paid

This label indicates that the fee is marked as "Paid".

Booking Credits

Booking credits enable members to book a limited number of hours in your meeting rooms.1 booking credit equals 1 hour of booking.

Coins

Coins are a type of credit, which, unlike booking credits, have actual monetary value, i.e., they correspond to a specific amount of money - one coin is equal to one amount of currency (the currency depends on
what's chosen as the organization's default currency (e.g., US dollar).

Printing Credits

Printing Credits offer a free printing allowance to the members of a coworking space. You can now
grant members a number of coins that would be automatically used to cover the price of printing fees.

Visitor

The visitor is a guest to a member or a company in your space. The visitors can be potential clients, interviewees, salespeople, and many more. The visitors can be added from the admin side only when the creator of the booking is a Member, when the creator is a company the field "Add Guests" will be grayed out.