Run your space
Run the day-to-day: billing, members, bookings, contracts, and door access.
By Yasen and 1 other2 authors382 articles
Admin Portal
Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.
- Home PageLearn how to customize the home page of the Admin Portal in OfficeRnD Flex.3 articles
- Admin UsersLearn how to manage admin users on the OfficeRnD Flex Admin Portal.7 articles
- SettingsConfigure the settings of your OfficeRnD Flex organization.10 articles
- TemplatesLearn how to customize your templates.15 articles
- Import DataLearn how to import data to OfficeRnD Flex.12 articles
- Export DataLearn how to export data from OfficeRnD Flex.9 articles
Locations and Resources
Learn how to add and manage locations and resourses in OfficeRnD Flex.
Billing and Payments
Learn how to manage billing and payments in OfficeRnD Flex.
- Billing PlansLearn how to use Billing Plans to define how you charge members for desks, offices, services, and extras.7 articles
- MembershipsLearn how to use memberships to charge members and companies on a recurring basis.14 articles
- PaymentsAdd and manage payments and receipts to maintain a clear documentation of completed transactions.11 articles
- Resource RatesSet pricing for hourly or daily bookings.6 articles
- DiscountsLearn how to add and manage discounts.4 articles
- RefundsLearn how to issue refunds to keep billing records accurate.3 articles
- DepositsLearn how to use deposits for your resources to help cover potential damages or contract breaches.3 articles
- Revenue AccountsLearn how to use Revenue Accounts to achieve better financial clarity and reporting accuracy.2 articles
- Tax RatesLearn how to manage your Tax Rates and Tax Rate Policies to ensure correct taxation for each invoice.4 articles
- Billing SettingsLearn how to configure the billing setting in OfficeRnD Flex.5 articles
Invoicing and Fees
Learn how to manage invoices and fees in OfficeRnD Flex.
- Invoicing FundamentalsLearn how invoicing works in OfficeRnD Flex. This section explains the core billing concepts about invoicing: how invoices are generated, when they become due, how credits and proration apply, and how bookings are accounted for.13 articles
- Invoice Configuration and CustomizationSet up invoice numbering, templates, and automation rules that match your organization’s billing structure. Configure charging, emailing, and multi-location billing options for consistent, compliant invoicing.14 articles
- Invoice Managing and SendingCreate, send, and manage invoices. Learn how to generate invoices manually or automatically, send them to members or companies, and manage invoice actions such as editing, voiding, and re-invoicing.9 articles
- Invoice Payments and Credit NotesRecord payments, correct billing errors, and manage credits. Learn how to manually mark invoices as paid, apply payments, issue and allocate Credit Notes, and adjust or detach billed items.6 articles
- Bill RunsLearn more about Bill Runs in OfficeRnD Flex.5 articles
- FeesLearn how to manage fees in OfficeRnD Flex.9 articles
- Debt and MarkupLearn more about debts and markups in OfficeRnD Flex.2 articles
Operations
Manage your workspace community and handle operations efficiently.
- Basic and Advanced FormsLearn how to use Basic and Advanced Forms in Flex to manage member and company data collected through the Member Portal or the Admin Portal.
- Manage OpportunitiesTrack potential deals, forecast revenue, and move leads through your sales pipeline in OfficeRnD Flex.
- [Flex] Schedule Guided Tours for Your LocationsLearn how to set up and manage guided tours for your office locations.
- CompaniesManage the companies in your workspace.6 articles
- MembersManage the members in your workspace.11 articles
- [How-To] Companies and MembersLearn how to manage and edit company and member profiles in your OfficeRnD Flex.9 articles
- ContractsManage contracts in OfficeRnD Flex.16 articles
- Marketplace and OrdersLearn how to set up a marketplace in OfficeRnD Flex.5 articles
- Email ActivityLearn how to use the Email Activity page to review email notifications sent from OfficeRnD to members, non-members and admins over the past 30 days. 7 articles
Calendar and Bookings
Learn how to manage your public calendar and the booking in OfficeRnD Flex.
Experience Hub
Learn how to collaborate with your community.
- Communication ToolsExplore all tools you can use to communicate with your members inside.6 articles
- Legal DocumentsManage your terms and conditions and legal documents.6 articles
- Events and EngagementBuild a stronger comunity through events and benefits.3 articles
- Support Your MembersProvide your members will help, self-service, and a ticketing system.3 articles
[Flex] Videos and Tutorials
Use our video tutorials to learn about OfficeRnD Flex. You may spot some UI differences between the videos and the platform, but the instructions generally remain the same.
- Start with the BasicsWatch videos to learn the basics of OfficeRnD Flex.5 articles
- Set Up Your Member Portal and Signup PageWatch videos to learn how to set up and customize your Member Portal.6 articles
- Configure and Create BookingsWatch videos to learn how to create and manage bookings.5 articles
- Manage Your Members on the Admin PortalWatch videos to learn how to manage your members on the Admin Portal.3 articles
- Manage Memberships, One-off Fees, and InvoicesWatch videos to learn how to manage your customers' memberships, one-off fees, and invoices.8 articles
- Resources and Space OccupancyWatch videos to learn how to manage resources and space occupancy.2 articles
- Other Useful ResourcesWatch videos on various topics to optimize your OfficeRnD Flex experience.4 articles
E-Guides and Webinars
Watch helpful e-guides and webinars to better understand the OfficeRnD Flex features.
- How to generate a HAR file
- [Webinar] Workplace in Flex Integration
- Customizable Portal Guide Template For Your Members
- [Webinar] Set Up Your Billing Plans and Booking Experience
- [Webinar] How to Attract New Coworking Members Through Events and Build a Solid Community
- [Webinar] How to Deliver Exceptional Customer Experience while Scaling Your Coworking Space
- [Webinar] Opening a Second Coworking Space: Location, Location, Location
FAQ and Troubleshooting
Find the answers to the most frequently asked questions from our support team.
- CommunityFind FAQ and troubleshooting for the Community module.5 articles
- Billing Plans and Resource RatesFind FAQ and troubleshooting for Billing Plans and Resource Rates.2 articles
- Billing and InvoicingFind FAQ and troubleshooting regarding Billing and Invoicing.6 articles
- Space and ResourcesFind FAQ and troubleshooting for your space and resources.3 articles
- Analytics and reportsFind FAQ and troubleshooting for the Data Hub module.3 articles
- SettingsFind FAQ and troubleshooting for the Settings module.4 articles