Help Center

Flex

Flex is a coworking and flexible space management platform.

By Krasto and 1 other2 authors393 articles

Welcome to OfficeRnD FlexLearn how OfficeRnD Flex helps manage coworking spaces and flexible workplaces by automating operations, member engagement, and reporting.

Supported BrowsersOfficeRnD Flex works optimally only in some browsers.

[Flex] Main Menu NavigationLearn how the main menu in OfficeRnD Flex is organized to help you find tools faster, manage operations efficiently, and navigate easily.

[Flex] How to Resolve Login IssuesТroubleshoot and resolve common login issues.

Getting Started

New to Flex or expanding your business? Use these onboarding guides to configure your account and onboard new locations.

[Getting Started] Glossary for OfficeRnD FlexFind definitions of the most common and important terms you'll encounter across OfficeRnD Flex.

[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.

[Checklist] Onboarding a New Location in OfficeRnD FlexLearn about our onboarding checklist and how to use it to set up new coworking locations consistently and efficiently.

[Onboarding] Troubleshoot and Fix IssuesFix any issues you might have encountered during the initial setup or onboarding process._{8 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._{8 articles}

TemplatesLearn how to customize your templates._{14 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.

ResourcesLearn how to manage your resources._{19 articles}

LocationsLearn how to manage your locations._{2 articles}

Floor PlansLearn how to create and edit floor plans._{10 articles}

Billing and Payments

Learn how to manage billing and payments in OfficeRnD Flex.

[Flex] How Billing WorksUnderstand how Flex calculates charges, generates invoices, and automates payment collection.

Billing PlansLearn how to use Billing Plans to define how you charge members for desks, offices, services, and extras._{5 articles}

MembershipsLearn how to use memberships to charge members and companies on a recurring basis._{13 articles}

PaymentsAdd and manage payments and receipts to maintain a clear documentation of completed transactions._{9 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._{3 articles}

Billing SettingsLearn how to configure the billing setting in OfficeRnD Flex._{4 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._{10 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._{3 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._{1 article}

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._{1 article}

Bill RunsLearn more about Bill Runs in OfficeRnD Flex._{1 article}

FeesLearn how to manage fees in OfficeRnD Flex._{6 articles}

Debt and MarkupLearn more about debts and markups in OfficeRnD Flex._{2 articles}

Operations

Manage your workspace community and handle operations efficiently.

[Flex] 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.

[Flex] OpportunitiesLearn how to track potential deals, customize statuses, and manage sales opportunities 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._{5 articles}

MembersManage the members in your workspace._{10 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._{12 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. _{6 articles}

Calendar and Bookings

Learn how to manage your public calendar and the booking in OfficeRnD Flex.

[Flex] How to Keep Track of Visitors

BookingsLearn how to manage bookings in OfficeRnD Flex._{22 articles}

Check-Ins and Day PassesLearn more about check-ins and Day Passes, and how to use them._{3 articles}

CalendarLearn more about the public calendar in OfficeRnD Flex._{2 articles}

Coins and CreditsLearn more about coins and credits and how to use them._{5 articles}

Experience Hub

Learn how to collaborate with your community.

Communication ToolsExplore all tools you can use to communicate with your members inside._{3 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}

Member Portal

Learn about the branded web portal that lets the members of your space book meeting rooms, purchase services, attend events, and much more.

[Flex] Invite a Member to the Member Portal and the Members AppGive members access to the Member Portal so they can book Meeting Rooms, view events, and pay their invoices online.

Member Portal Sign-Up Flow

[Member Portal] Control Member VisibilityManage member privacy preferences and display settings using the Welcome Widget to support data privacy and security.

Setup and CustomizationLearn how to set up and customize your Member Portal._{13 articles}

Member Portal Custom CodeLearn how to use custom code to optimize your Member Portal experience._{9 articles}

Member Portal PagesLearn how to customize the Member Portal pages._{12 articles}

Member and Company ProfilesLearn how to manage the member and company profiles in the Member Portal._{6 articles}

Bookings and Orders on the Member PortalLearn how to manage bookings and orders on the Member Portal._{5 articles}

CommunicationLearn how to submit support tickets and send messages on the Member Portal._{2 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

[Flex] 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}

Request a Training Session

Training services designed to help you leverage OfficeRnD for your business. Review the different paid training sessions you can request for yourself and your team.

Business Operations FundamentalsLearn more about the Business Operations Fundamentals training session._{7 articles}

Community Manager FundamentalsLearn more about the Community Manager Fundamentals training session._{4 articles}