Settings Glossary

Last Updated: February 28, 2023 08:10

This is a brief explanation of all terms used in the Settings section in the OfficeRnD admin portal, divided by subsections.

Account
Import
Integrations
Developer Tools
Templates
Custom Properties
Resource Types
Billing
Platform
Apps
Terms & Conditions

Account

My Account Section	A section in the admins' portal where the organization settings can be adjusted and teammates can be added.
Bookings Emails	Emails regarding bookings.
Financial Emails	Invoices emails.
Viewer	A teammate role which grants permissions to see all modules, but does not allow any changes
Owner	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

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.

API Access/Developer Tools

API Access

OfficeRnD public API is designed to let 3rd party applications communicate with the OfficeRnD database.

Next steps:

Templates

Email Template

A pre-formatted document that can be customized under the Settings/Templates section.

Custom Properties

Custom Properties Section

Provides the opportunity to add more fields that suit your business' needs.

Next step:

How to Add Custom Properties

Resource Types

Resource Type	Classification of a resource by the same characteristics.
Dedicated Desk	A resource that represents fixed/dedicated desks that you can assign to members and teams.
Hot Desk	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.
Private Office	A resource that represents the offices on the floorplan. It can be assigned to companies and members who purchase private office plans.
Meeting Room	A resource that represents the meeting rooms on the floorplan. This resource is bookable on an hourly, half-day or full-day basis.
Primary	The resource type will be used to report occupancy on dashboard.

An article on Resource Types

Billing

Billing Settings	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.
Proration	Used for those members that join your space after the billing date
Segregation	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.
Invoice	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:

Configure your Organization's Billing Settings

Platform

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.
Booking Policy	Allows you to create rule pre-sets in the form of a Booking Policy that can be applied to a room.
Lost	System status for lost opportunities
Open	System status for open opportunities
Won	System status for won opportunities
Lease Agreement	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.
License Agreement	A contract type that outlines the type and number of offices and additional services provided to a company.
Membership Agreement	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.
Weekly Report	The Occupancy Report is sent weekly and it represents a snapshot of the occupancy in your space.
Tickets	Used in the members' portal by members to submit them and share feedback or report issues they would like you to address.
Normal	The issue is problematic, but there is no rush towards resolving it.
Restricted Operations	The member is prevented from working normally, but they can still continue their operations.
Critical	The issue is preventing the member from continuing their work.
Feedback	There is no issue, but a member would like to share their feedback and suggest improvements.
Issue	The member would like assistance with something.
Software	The member has an issue related to the software they are using in your space, such as the members portal.

Further information:

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

Apps

Rnd Connect	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.
Push Notifications	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.
Reception App	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.
Form Field	An extra field which is added to collect more information for the member on Signup page.
Purchase Flow	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 Wall	Members and companies wall pages displayed in the members' portal.
eCommerce/Shop	Allows members to purchase plans and services from the members' portal.
Visitors	A page where members can add visitors in the space which helps you to keep track of who comes and goes in your space.
Posts/News Feed	A section in the Dashboard which displays the posts and events created under Collaboration/Posts.
Events Page	A page which displays the events created under Collaboration/Events.
Events RSVP	Allows you to track who is attending the events and to track the taken slots if there is a limit on them.
Benefits Page	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.
Welcome Wizard	A welcome dialog which prompts members to complete their profile.
Welcome Widget	Welcomes members and guides them in the members' portal.
Today Widget	Shows a summary of pending bookings, unpaid invoices, etc in the Dashboard.
Custom Page	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.