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Flex

Flex

Flex is a coworking and flex space management platform.

462 articles

Welcome to OfficeRnD Flex

Supported BrowsersOfficeRnD Flex works optimally only in some browsers.

Getting Started

New to OfficeRnD Flex? Start with this series of step-by-step onboarding guides to set up and configure your account.

[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.

[Getting Started] Glossary For Beginners

Step 1: Set Up Your AccountStart your OfficeRnD journey by setting up your Organization and personal account details._{6 articles}

Step 2: Configure Your Organization's Billing SettingsSet up billing and invoicing, tax rates, revenue accounts, and purchase flows._{4 articles}

Step 3: Create Floor Plans and Set Up Your ResourcesSet up and configure the services and resources in your space._{5 articles}

Step 4: Set Up Your ServicesConfigure monthly and one-off Billing Plans, Resource Rates, and booking features._{10 articles}

Step 5: Customize the Member PortalCustomize your OfficeRnD Member Portal to optimize the member experience._{9 articles}

Step 6: Manage Customer and Membership DataStart managing your customer and membership data in OfficeRnD Flex._{9 articles}

Step 7: Configure Your IntegrationsSet up integrations in OfficeRnD Flex._{5 articles}

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

Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.

[Troubleshoot] "Steps defined for Plans or Resources don’t cover the whole contract period"

Home PageLearn how to customize the home page of the Admin Portal in OfficeRnD Flex._{3 articles}

Users and AdminsLearn how to manage users and admins in OfficeRnD Flex._{7 articles}

SettingsConfigure the settings of your OfficeRnD Flex._{6 articles}

TemplatesLearn how to customize your templates._{11 articles}

Import DataLearn how to import data to OfficeRnD Flex._{13 articles}

Export DataLearn how to export data from OfficeRnD Flex._{9 articles}

Locations and Resources

Learn how to add and manage locations and recourses in OfficeRnD Flex.

ResourcesLearn how to manage your resources._{16 articles}

LocationsLearn how to manage your locations._{3 articles}

Floor PlansLearn how to create and edit floor plans._{8 articles}

DiscountsLearn how to add and manage discounts._{6 articles}

Billing and Payments

Learn how to manage billing and payments in OfficeRnD Flex.

[Flex] How Billing Works

Billing PlansLearn how to add and manage Billing Plans in OfficeRnD Flex._{4 articles}

MembershipsLearn how to add and manage memberships in OfficeRnD Flex._{10 articles}

PaymentsLearn how to add and manage payments in OfficeRnD Flex._{7 articles}

RefundsLearn how to add and manage refunds in OfficeRnD Flex._{2 articles}

DepositsLearn how to add and manage deposits in OfficeRnD Flex._{3 articles}

Revenue AccountsLearn how to add and manage Revenue Accounts in OfficeRnD Flex._{2 articles}

Tax RatesLearn how to add and manage Tax Rates in OfficeRnD Flex._{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.

InvoicesLearn how to manage invoices in OfficeRnD Flex._{13 articles}

Bill RunsLearn more about Bill Runs in in OfficeRnD Flex._{4 articles}

FeesLearn how to manage fees in OfficeRnD Flex._{3 articles}

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

Manage your workspace community.

Basic and Advanced Forms

[Overview] Opportunities

Schedule Guided Tours For Your Locations

CompaniesManage the companies in your workspace._{4 articles}

MembersManage the members in your workspace._{13 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._{11 articles}

CollaborationLearn how to collaborate with your community._{15 articles}

Marketplace and OrdersLearn how to set up a marketplace in OfficeRnD Flex._{5 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._{5 articles}

CalendarLearn more about the public calendar in OfficeRnD Flex._{3 articles}

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

Flex Analytics (Data Hub)

Learn how to analyze and extract data from OfficeRnD Flex Data Hub

Data Hub OverviewLearn more about Flex Data Hub._{5 articles}

Analytics Overview DashboardLearn more about the Analytics Overview dashboard._{1 article}

Revenue and Finance DashboardsLearn more about the Revenue and Finance dashboards._{12 articles}

Occupancy DashboardsLearn more about the Occupancy dashboards._{5 articles}

Retention DashboardsLearn more about the Retention dashboards._{3 articles}

Bookings & Utilization DashboardsLearn more about the Bookings & Utilization dashboards._{4 articles}

Community DashboardsLearn more about the Community dashboards._{8 articles}

Growth Hub DashboardsGet the most out of your e-commerce business by tracking all Growth Hub metrics relevant to you._{3 articles}

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

Members and BookingsLearn how to manage the members and bookings in the Member Portal._{4 articles}

Member Portal PagesLearn how to customize the Member Portal pages._{11 articles}

Setup and CustomizationLearn how to set up and customize your Member Portal._{10 articles}

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

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._{7 articles}

Configure and Create BookingsWatch videos to learn how to create and manage bookings._{6 articles}

Manage Your Members in the Admin PortalWatch videos to learn how to manage your members in 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._{9 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

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

Get 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._{15 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._{6 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}