New to OfficeRnD Flex? Start with this series of step-by-step onboarding guides to set up and configure your account.
57 articles
Step 1: Set Up Your Account
Start your OfficeRnD journey by setting up your account.
Supported BrowsersOfficeRnD Flex works optimally only in some browsers.
[Flex] Update Your Account Information
[Getting Started] Configure the Admin Notification Settings
[Flex] Set Location-Specific Notification Emails
[Flex] Update Your Account's Billing Details
[Getting Started] Add Your Locations
[Getting Started] Add Administrators
[Getting Started] Add Tax Rates
[Getting Started] Define and Apply Tax Policies
[Getting Started] Add Revenue Accounts
Step 2: Configure Your Services and Resources
Set up and configure the services and resources in your space.
Import Resources (Onboarding)
Add One-Off Billing Plans
Add Monthly Recurring Billing Plan
Associate All Billing Plans with Revenue Accounts
Add Booking Credits to a Billing Plan
[Getting Started] Add Resource Rates
[Getting Started] Create Plan Discounts
Add Resource Rate Discounts
[Getting Started] Set Up a Booking Policy
[Getting Started] Set Up a Booking Cancellation Policy
[Getting Started] Add Your Meeting Rooms
Set Meeting Room Booking Features
[Getting Started] Add Custom Resource Types
[Getting Started] Add Resources on the Floor Plan
Add Floor Plan Space Types (Optional)
Step 3: Brand Your Member Experience
Customize your OfficeRnD Member Portal to optimize the member experience.
[Getting Started] Configure Purchase Flows
[Flex] Customize the Member Portal ThemeLearn how to customize the OfficeRnD Member Portal and Branded mobile app to match your brand's style.
Customize Member Portal Pages
Customize Publicly Available Pages
Member Email Templates
Enable Ticketing Function for Members Portal
[Getting Started] Configure a Ticketing System
Add Benefits
[Getting Started] Add How-To Guides
Set Up Terms and Conditions
Step 4: Customer and Membership Data Management
Start managing your customer and membership data in OfficeRnD Flex.
Import Company Data
Import Members
Import Customer Memberships
Define & Add Custom Contract Types
Review and update the contract templates
Assign Memberships on the Floorplan
Assign Memberships to Resources from Community
[Getting Started] Invite Members to the Member PortalInvite members to the Member Portal, ensuring they can engage with your workspace, book Meeting Rooms, and pay invoices.
Invite Members in Bulk to the Members Portal
Step 5: Configure Your Integrations
Set up integrations in OfficeRnD Flex.
Integrate an Accounting System
[Getting Started] Integrate a Payment ProviderFind detailed information about supported providers and their unique features.
Integrate a Door Access System
Other Integrations
How to Setup a Custom Page with the Link from Included.co
Step 6: Troubleshoot and Fix Issues
Fix any issues you might have encountered during the initial setup or onboarding process.
[Flex] Billing Plans: Common Scenarios and SolutionsThis article addresses typical Billing Plan scenarios in OfficeRnD and provides solutions to manage them effectively.
[Flex] Resource Rates: Common Mistakes and SolutionsThis article addresses common mistakes in Resource Rate management and provides solutions to enhance your workspace operations.
[Flex] Purchase Flows: Common Mistakes and SolutionsThis article addresses common mistakes in payment gateway and purchase flow setups, and offers solutions to ensure seamless transactions.
[Flex] Floor Plans: Common Mistakes and SolutionsThis article addresses common errors in managing resources on your floor plans and provides solutions to enhance workspace efficiency.
[Flex] Accounting Integrations: Common Mistakes and SolutionsThis article addresses common errors encountered with accounting integrations and provides solutions to ensure a seamless experience.
[Flex] Door Access Integrations: Use Cases and SolutionsThis article addresses common use cases for door access setups and provides solutions to ensure seamless integration with OfficeRnD.
[Flex] Payment Gateway Integrations: Use Cases and SolutionsThis article addresses common scenarios and solutions related to payment gateway integrations within OfficeRnD.
[Flex] Import Companies and Members: Common Mistakes and SolutionsThis article addresses common errors during data imports into OfficeRnD and provides solutions to ensure a smooth import process.