While onboarding customers in OfficeRnD, the question of what you should create - a member or a company - may come up often. Here are some tips on the matter:
- We recommend that you create companies when the billing isn't going to be done for an individual, but for a legal entity.
- Usually, it's best to create a single company and assign multiple members to it. This will facilitate the management of memberships, invoices, credits, etc. Otherwise, you'll have to manage each of these properties for every single member.
- It's possible to set a membership or a fee to be billed directly to the member. This is a suitable approach when certain memberships and fees are assigned to a specific person.
Can one add an existing member to a company, or do members have to be created within the company they are a part of?
I hope this message finds you well!
You can assign an existing member to a different company, there is no need for the latter to be initially created within the company they are part of.
To do so, you need to navigate to the member in your admin console, click on the "Edit" button, right to their profile picture and select the new company from the dedicated drop-down.
Please, take a look at the screenshot below:
I hope this helps!
This was helpful, thank you!
Please sign in to leave a comment.