Operations
Manage your workspace community and handle operations efficiently.
61 articles
Basic and Advanced FormsLearn how to use Basic and Advanced Forms in Flex to manage member and company data collected through the Member Portal or the Admin Portal.
[Overview] OpportunitiesLearn how to track potential deals, customize statuses, and manage sales opportunities in OfficeRnD Flex.
Schedule Guided Tours For Your Locations
Companies
Manage the companies in your workspace.
[Flex] How To Add Companies
[Flex] How To Edit Companies
[Flex] How to Merge CompaniesLearn how to merge two company profiles in Flex and transfer memberships, billing records, and members into a single target company.
How to Change A Company's Active Members Seat Allowance
Members
Manage the members in your workspace.
[Flex] How To Add Members
[Flex] How To Edit Members
[Flex] How to Merge MembersLearn how to merge two member profiles in OfficeRnD Flex and transfer memberships, invoices, and other records to a single active member.
[Flex] How to Invite a Member to the Member Portal
Grant Access to the Member Portal and Members App
Member Portal Sign-Up Flow
[Flex] Members Privacy Settings
[Flex] How to Change the Status of a Member
How to Update a Member or Teammate's Login Email
[Flex] Active Member Counts and Add-ons in OfficeRnD Flex Subscription Plans
[Flex] Who's In – See Who Has Checked In TodayLearn how to view, manage, and track member check-ins in OfficeRnD Flex, including real-time presence and historical check-in activity.
[Flex] Email Notifications Sent To Members
[Flex] Offboarding Employees (Former Members)Learn how to offboard employees by automating tasks like revoking access, deleting bookings, and unassigning resources.
[How-To] Companies and Members
Learn how to manage and edit company and member profiles in your OfficeRnD Flex.
[Overview] Company and Member Statuses and Labels
[Flex] How to Move a Member from One Company to Another
How to Onboard and Manage New Members and Companies in OfficeRnD
How To Activate Bank Transfer Payments and Manage Member Payment Details
How to set a Preferred Payment Method for an Individual Member or a Company
How to Add a Bank Account to a Profile In The Admin Portal
How to Edit a Company or a Member
How to Delete a Company or a Member Profile
How to Upload Attachments
How To Add Companies and Members With Just 2 Clicks
Contracts
Manage contracts in OfficeRnD Flex.
[Overview] ContractsLearn how to manage contracts effectively to create memberships, agreements, and quotes, ensuring accurate member management and compliance.
[Flex] Contract Statuses and StagesUnderstand and manage contract stages, statuses, and signature workflows in OfficeRnD
[Flex] Contract Types and TemplatesLearn what the different contract types are and how to manage contract templates in OfficeRnD Flex.
[Flex] Contract Numbering Sequence and Numbering Template
[Flex] Contract Renew
How to Cancel, Delete or Terminate a Contract
[Flex] Set Up eSignatures
[Flex] Contract Approval Process and Rules
[Flex] Rolling Contracts
[Troubleshoot] "Requires Attention" Contract Signature Status
What To Do if the Payment Schedule Does Not Match the Contract Start Date?
Collaboration
Learn how to collaborate with your community.
[Flex] How To Activate the Ticketing System and Review Tickets
[Flex] How to Configure the Ticketing System
[Flex] Set Up Terms and Conditions
[Flex] Create and Manage Community Events
[Flex] Events RSVP
[Flex] Create and View Posts
[Flex] Add How-To Guides
[Flex] Send Messages to Members in Your Space
[Flex] Set Up Benefits For Your Members
[Flex] Email Activity Page
[Flex] Email Activity FAQ
[Flex] Can I Resend an Email?
[Flex] Email Activity Statuses & Errors
[Flex] Track and Manage Suppression Events
[Flex] Add Tags to Company and Member Profiles