This is a brief explanation of all terms used in the Settings section in OfficeRnD's admin portal divided by subsections.
Table of Contents
- Developer Tools
- Custom Properties
- Resource Types
- Terms & Conditions
|My Account Section||
A section in the admins' portal where the organization settings can be adjusted and teammates can be added.
Emails regarding bookings.
|Financial Emails||Invoices emails.|
A teammate role which grants permissions to see all modules, but does not allow any changes
A role which allows a teammate to edit each of the modules
For further information:
|Import||The system provides the option to import/implicate existing data (members, resources, bookings, fees, credits, details).|
|Integrations Section||Shows which are the integrations we have incorporated with - many key business systems so you can simply log in and get back to business.|
- Accounting Integrations
- Payment Gateway Integrations
- Printing Integration/Set Up eZeep
- Wi-Fi - Set Up IronWiFi
- Door Access Integrations
- CRM - Set Up HubSpot, Set Up Capsule
API Access/Developer Tools
|API Access||OfficeRnD public API is designed to let 3rd party applications communicate with the OfficeRnD database.|
|Email Template||A pre-formatted document that can be customized under the Settings/Templates section.|
|Custom Properties Section||Provides the opportunity to add more fields that suit your business' needs.|
Classification of a resource by the same characteristics.
A resource that represents fixed/dedicated desks that you can assign to members and teams.
A resource that represents hot/flex desks that cannot be assigned to a member and that is used to track flexible, day-to-day memberships.
|Private Office Desk||
A resource that represents office desks. The number of office desks added to each office determines the occupancy rate of a private office and you need to add office desks to every private office on your floor plan.
A resource that represents the offices on the floorplan. It can be assigned to companies and members who purchase private office plans.
A resource that represents the meeting rooms on the floorplan. This resource is bookable on an hourly, half-day or full-day basis.
The resource type will be used to report occupancy on dashboard.
- An article on Resource Types
Instructions on how to access/configure invoicing, accounts, tax rates.
|Billing Period Start Date||
The day of the month on which the Billing Period of your organization will start.
Used for those members that join your space after the billing date
Choosing between a single invoice generation for membership fees, one-off charges and bookings or a separate invoice generation for membership fees from one-off charges and bookings.
Document issued by a seller to the buyer that indicates the quantities and costs of the
products or services provider by the seller.
|Tax Rate Section||
Allows to apply different tax rates that you invoice your members as an admin.
|Tax Rate Policy||
Groups accounts and tax rates to allow granular control across different locations.
|Invoice Export Preset||
Make custom invoice export preset by setting a date format and choosing specific properties/columns.
One step further:
|Booking charge slot||
Lets you define the minimum chargeable duration for a booking.
|Booking Cancellation Policy||
Allows you to set up rules for these occasions and apply different rules to different Resource Rates.
Allows you to create rule pre-sets in the form of a Booking Policy that can be applied to a room.
System status for lost opportunities
System status for open opportunities
System status for won opportunities
A general contract type that outlines offices, memberships and services provided to a company and their members. This contract type can have an unlimited term.
A contract type that outlines the type and number of offices and additional services provided to a company.
A contract type that outlines the type and number of memberships provided to a company and their members.
|Hot Desk Coefficient||
A number which is used to calculate the hotdesking occupancy target. Depending on the hot desk coefficient number, it multiplies it by the number of hotdesks and it sets the occupancy target.
The Occupancy Report is sent weekly and it represents a snapshot of the occupancy in your space.
Used in the members' portal by members to submit them and share feedback or report issues they would like you to address.
The issue is problematic, but there is no rush towards resolving it.
The member is prevented from working normally, but they can still continue their operations.
The issue is preventing the member from continuing their work.
There is no issue, but a member would like to share their feedback and suggest improvements.
The member would like assistance with something.
The member has an issue related to the software they are using in your space, such as the members portal.
- Set Up Booking Policy
- Set Up Cancellation Policy
- The article on Opportunities provides an explanation about how to create additional statuses for your Opportunities.
- Contract Types & Templates
- Configure the Ticketing System
OfficeRnD's mobile app which enables members to collaborate, book meeting rooms and more on their mobile phones.
|White-label Mobile App||
An option to have a mobile app developed for your community.
A simple way of alerting users to information that they have opted-in to from apps and services.
|Meeting Rooms Tablet View||
Having the option to generate availability pages for each of your meeting rooms.
Fully white-labeled reception app to allow Visitors and Members to check-in and check-out at reception.
|Public Calendar Page||
A page which allows non-members to book meeting rooms.
|Booking Checkout Page||
A publicly available page where non-members can book all publicly available bookable resources.
An extra field which is added to collect more information for the member on Signup page.
Defines the way you bill users when they create a booking in the members' portal (or by using the public calendar page) or purchase an item in the shop.
Members and companies wall pages displayed in the members' portal.
Allows members to purchase plans and services from the members' portal.
A page where members can add visitors in the space which helps you to keep track of who comes and goes in your space.
A section in the Dashboard which displays the posts and events created under Collaboration/Posts.
A page which displays the events created under Collaboration/Events.
Allows you to track who is attending the events and to track the taken slots if there is a limit on them.
A page which displays the special offers available to active members, which are created under Collaboration/Benefits.
|About Us Page||
A page which displays information about your locations, your team, house rules and a contact form.
A welcome dialog which prompts members to complete their profile.
Welcomes members and guides them in the members' portal.
Shows a summary of pending bookings, unpaid invoices, etc in the Dashboard.
It can give your community more tools and information. A custom page could be a list of mentors that are part of your community or an embedded page that gives access to external tools.
Terms & Conditions
|Legal Documents||Serve as terms and conditions, privacy policies, in-house rules or contract terms.|
More on how to Set Up Terms & Conditions here.