Onboarding
Complete the onboarding steps to set up your organization.
By Yasen1 author7 articles
- [Onboarding] Step 1: Set Up Your AccountStart your OfficeRnD journey by setting up your account details, notification preferences, billing information, and admin access.
- [Onboarding] Step 2: Configure Your Organization's Billing SettingsSet up tax rates, tax policies, revenue accounts, billing rules, and purchase flows to configure your organization's billing.
- [Onboarding] Step 3: Set Up Your ServicesSet up your organization's services by configuring booking settings, billing plans, resource rates, and discounts.
- [Onboarding] Step 4: Create Floor Plans and Set Up Your ResourcesSet up interactive floor plans and configure desks, offices, meeting rooms, and custom resources.
- [Onboarding] Step 5: Import and Manage Customer and Membership DataImport company, member, and membership data into OfficeRnD Flex, and configure contracts and resource assignments to manage your customers.
- [Onboarding] Step 6: Set Up Your IntegrationsConnect and configure payment, accounting, door access, CRM, printing, SSO, and other integrations to automate your operations.
- [Onboarding] Step 7: Customize Your Member ToolsCustomize the Member Portal, email templates, ticketing system, and member tools in OfficeRnD Flex to improve the member experience.