You can charge your customers on a recurring basis by assigning them Memberships (also known as Subscriptions).
OfficeR&D supports 4 types of memberships (those are the default types, customization is possible though):
- Dedicated desk – fixed membership for full-time members. Assignable to dedicated desk on the floorplan.
- Hot desk – flexible membership for part-time or full-time members. Not assignable to a specific desk.
- Private office – fixed membership for full-time office rent.
- Service – other memberships like Virtual Office and etc.
What You'll Need
Assign a Membership to a Member
Memberships can be assigned to both members and companies.
- Open the company or individual member profile.
- Find the Memberships section and click Add membership.
- Configure the membership:
- Location (optional, applicable to multi-location organisations only) - set the location of the membership.
- Plan (required) - select the billing plan that will control the amenities, default price, default deposit amount, allocated credits and day passes that will be included in the memberships. Read more on how to set up billing plans here.
- Resource (optional, applicable to memberships with a plan of type Private office or Dedicated desk) - select a resource (such as an office or a desk) to which to assign the membership.
- Name (optional) - by default, the name of the plan is applied to the membership as well. If a resource is chosen the name of the resource is appended to the name.
- Price (required) - by default, the price of the plan is applied to the membership as well. You can change the price by applying a discount to decrease it.
- Select Discount (optional) - select a discount to decrease the default price of the plan for the duration of the membership. The selected discount is displayed on the monthly invoices.
- Setup fees (applicable only if deposits or setup fees are configured in the plan) - select which of the default plan setup fees and deposits should be applied to the membership.
- Member (optional, applicable only when assigning to companies) - assign a member to the membership if you want to distribute memberships in a certain company to specific members. When you applied both a resource and a member on the membership, the member profile gets displayed on the floorplan, which is handy when you want to track the exact desks the company members are occupying.
- StartDate (required) - set the start date of the membership to define when the member and the membership should become active. You cannot apply a membership StartDate to start before the start date of the company.
- EndDate (optional) - set the end date of the membership to define when the membership becomes terminated and the member former.
NOTE: Memberships can be assigned to both companies and members. Members can be both individuals or part of a company. It’s important to keep in mind that when memberships are assigned to members in a company, all billing is handled by the company itself. If, however, memberships are assigned to an individual, billing is handled by the individual.