New to OfficeRnD Flex? Start with this series of step-by-step onboarding guides to set up and configure your account.
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Step 1: Set up Your Account
Start your OfficeRnD journey by setting up your account.
Supported BrowsersOfficeRnD Flex works optimally only in some browsers.
Update Your Account Information
Configure the Admin Notification Settings
Set Location Specific Notification Emails
[Quick Start] Add Administrators
Update Your Account's Billing Details
[Quick Start] Add Your Locations
[Quick Start] Add Tax Rates
Define and Apply Tax Policies
Add Revenue Accounts
Step 2: Configure Your Services and Resources
Set up and configure the services and resources in your space.
Associate All Billing Plans with Revenue Accounts
Create Plan Discounts
Add Resource Rate Discounts
Add Monthly Recurring Billing Plan
Add One-Off Billing Plans
Add Booking Credits to a Billing Plan
Set Meeting Room Booking Features
[Quick Start] Set Up a Booking Policy
Set Up a Cancellation Policy
Add Resource Rates
Add Your Meeting Rooms
Add Custom Resource Types (Optional)
Add Floorplan Space Types (Optional)
Import Resources (Onboarding)
Add Resources on the Floorplan
Step 3: Brand Your Member Experience
Customize your OfficeRnD Member Portal to optimize the member experience.
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
Configure the Purchase Flows
Member Email Templates
Enable Ticketing Function for Members Portal
Configure Ticketing System
Add Benefits
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.
Define & Add Custom Contract Types
Review and update the contract templates
Import Company Data
Import Members
Import Customer Memberships
Assign Memberships on the Floorplan
Assign Memberships to Resources from Community
Invite Member to Member Portal / Grant Member Portal Access
Invite Members in Bulk to the Members Portal
Step 5: Configure Your Integrations
Set up integrations in OfficeRnD Flex.
Integrate an Accounting System
[Quick Start] 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