Operations
Manage your workspace community and handle operations efficiently.
By Yasen and 1 other2 authors47 articles
- [Flex] 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.
- [Flex] Manage OpportunitiesTrack potential deals, forecast revenue, and move leads through your sales pipeline in OfficeRnD Flex.
- [Flex] Schedule Guided Tours for Your LocationsLearn how to set up and manage guided tours for your office locations.
Companies
Manage the companies in your workspace.
- [Flex] Add a Company
- [Flex] Edit a Company
- [Flex] Merge Two CompaniesLearn how to merge two company profiles in Flex and transfer memberships, billing records, and members into a single target company.
- [Flex] Change A Company's Active Members' Seat Allowance
- [Flex] Contact Person and Billing Person PermissionsUnderstand what contact persons and billing persons can do in a company, and how to assign these roles.
Members
Manage the members in your workspace.
- [Flex] Add a Member
- [Flex] Edit a Member Profile
- [Flex] Merge Two Member ProfilesLearn how to merge two member profiles in OfficeRnD Flex and transfer memberships, invoices, and other records to a single active member.
- [Flex] Members Privacy Settings
- [Flex] How to Change the Status of a Member
- [Flex] Update a Member's or Admin's Login Email for the Member PortalHelp members and admins continue using the Member Portal by updating their login email through the Admin Portal.
- [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.
- [Flex] View Member Access, Signed T&C, and Last Login StatusSee whether members have accepted terms and conditions and when their last login to the Member Portal was.
[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] Add Tags To Company and Member ProfilesFilter profiles or create custom pages in the Member Portal using tags.
- [Flex] Move a Member from One Company to AnotherTransfer a member’s profile, fees, and personal invoices to a new company in just a few clicks.
- Onboard and manage new members and companiesCreate, bill, and manage individual members and companies in OfficeRnD Flex.
- [Flex] Set Up Bank Transfer Payments and Control Member Payment DetailsConfigure ACH and SEPA payments and decide what members can do with their saved payment methods.
- [Flex] Add a Bank Account to a Member or Company ProfileRequest bank details from a member or company so they can pay by bank transfer, without handling their payment information directly.
- How to set a Preferred Payment Method for an Individual Member or a Company
- How to Delete a Company or a Member Profile
- How to Upload Attachments
Contracts
Manage contracts in OfficeRnD Flex.
- [Flex] Contracts – Start HereManage workspace agreements from creation to signature — memberships, license agreements, leases, and quotes.
- [Flex] Contract Statuses and StagesUnderstand and manage contract stages, statuses, and signature workflows.
- [Flex] Create a Contract
- [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
- [Flex] How to Cancel, Delete, or Terminate a Contract
- [Flex] eSign – Start HereGet started with electronic contract signing in OfficeRnD Flex.
- [Flex] Contract Approval Process and Rules
- [Flex] Rolling ContractsKeep members on active memberships past their contract end date, without manual intervention, until you renew or terminate.
- [Troubleshoot] "Requires Attention" Contract Signature Status
- What To Do if the Payment Schedule Does Not Match the Contract Start Date?
- [Troubleshoot] "Steps defined for Plans or Resources don’t cover the whole contract period"
Email Activity
Learn how to use the Email Activity page to review email notifications sent from OfficeRnD to members, non-members and admins over the past 30 days.
- [Flex] Email Activity PageLearn how to review, filter, and understand the Email Activity records for admins, members, and non-members in OfficeRnD Flex.
- Fix emails members aren't receiving (suppressions)Clear the bounces, complaints, and unsubscribes that block invoices, booking confirmations, and other emails from reaching a member.
- [Flex] Email Activity FAQ
- [Flex] Can I Resend an Email?
- [Flex] Email Activity Statuses & Errors
- Emails show as delivered, but the member didn't receive themTrack down why a message reached the mail server but never landed in the inbox, and the recipient-side fixes that get it through.
- Control who can resend emails and clear suppressionsDecide role by role who can fix delivery issues on the Email Activity page.