Getting Started
New to Flex or expanding your business? Use these onboarding guides to configure your account and onboard new locations.
By Yasen1 author18 articles
- [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.
- [Flex] Start Automatically Collecting Payments from MembersConnect a payment gateway, configure your billing setup, and start collecting payments from members.
[Onboarding] 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.