The OfficeRnD Member Portal allows members of your community to sign up, log in, book meeting rooms, receive notifications, and more. This article explains these processes from your members' perspective.
Remember that all these processes can look different depending on your organization's settings and purchase flows. To adjust these settings to better suit your business model and community style, go to Settings > Member Apps. Learn more about customizing the Member Portal.
Sign up as a new member
When an admin sends an invitation to a new member, they must complete the following steps to create a member profile in the Member Portal:
Open the email "Welcome to <your_organization>" and click the link.
Set a password for your profile in the Member Portal.
Accept the terms and conditions (if available).
Set up your account and click Save.
Sign in as a member
Your members can sign in to the Member Portal through the link generated in OfficeRnD - yourorganization.officernd.com. However, if you have a custom domain added, the URL may look different for your organization. Read more about custom domains.
Members must use their e-mail address and the password they created upon signing in for the first time to sign in.
Once logged in, your members can easily book meeting rooms, track the status of their memberships, and communicate with you and other members of your community. By default, the member portal will include only standard pages, which can always be adjusted according to your preferences. Read more about adding custom pages to your Member Portal.
Sign up as a non-member
If enabled, people who are not yet part of your community can sign up and purchase plans, book meeting rooms, and book guided tours. This is what the Public Calendar looks like from a non-member perspective:
The public calendar should be enabled, and meeting rooms should be made public for non-members to book. You can make only certain meeting rooms available for public bookings and keep the rest visible only to admins and/or active members.
Your sign-up page should be enabled, and your billing plans should be made public so non-members can purchase. You can make only certain plans public and keep the rest visible only to admins or active members.
You can enable non-active members to book meeting rooms and access your store by going to Settings > Member Apps > Public Pages.
When purchasing a plan from the sign-up page, your members can add as many plans as they want to their cart. Once they are done shopping, they will be prompted to create an account.
Book Meeting Rooms as a non-member
When non-members book meeting rooms, they will see the calendar like your active members. They must select the time slot and fill in the necessary information. They will also be prompted to add their details, and a profile will be created for them in your member profile.
If your purchase flow requires it, non-members can be immediately asked for payment details and charged for their purchases/bookings. Read more about our purchase flows.
You can even connect your OfficeRnD member's profile to your own marketing website. Learn more about that here.