Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.
51 articles
Multi Location Accounting Integrations
How to handle error message: "Steps defined for Plans or Resources don’t cover the whole contract period"
Home Page
Learn how to customize the home page of the Admin Portal in OfficeRnD Flex.
Customize the Admin Portal Homepage
Homepage Widgets
Homepage Widget Functionalities
Users and Admins
Learn how to manage users and admins in OfficeRnD Flex.
Add a new admin user to your OfficeRnD account
Emails & Notifications Sent To Admins
Admin Notification Settings
User Permissions
How to Reset the Permissions of an Admin User
Contact Person and Billing Person PermissionsLearn about the roles of contact persons and billing persons in a company, their permissions, and how to manage these roles in OfficeRnD.
Custom Roles and Permissions
Templates
Learn how to customize your templates.
Contract Template Properties
Property Types
Invoice Template Properties
How to Add Custom Properties
Email Templates Properties
Date Format Template Customization
How to Customize Contract Templates with eSign Signature Properties
Invoice Summary Format - Code snippets and Example code
How to Edit Templates - Contracts, Invoice Documents and Emails
Document & Template Customization
Import Data
Learn how to import data to OfficeRnD Flex.
Import Resources
Import Resources
Resource Identifiers
Import Payment Details
Few Examples to Import Members
Import Credits
Import One-off Fees
Import Bookings
Import Memberships
Import Companies
Import Members
Import Customers Data
Import New Resources With Repeating Names
Validation Errors When Importing Resources
Export Data
Learn how to export data from OfficeRnD Flex.
How to Export Resources (Locations, Offices, Desks, Meeting rooms, etc.)
How to open OfficeRnD exported files in Microsoft Excel
How To Export Invoices & Payments Data
Customize the Statement's Export Template
How to Export Contacts
How to export OfficeRnD Data From The Community Module
Invoice Export Presets
Payment Export Presets
Invoice Export Properties