[Flex] Videos and Tutorials

Use our video tutorials to learn about OfficeRnD Flex. You may spot some UI differences between the videos and the platform, but the instructions generally remain the same.

36 articles

Start with the Basics

Watch videos to learn the basics of OfficeRnD Flex.

[Video] Start Setting Up OfficeRnD

[Video] Set Up Your Account

[Video] Configure Your Organization's Billing Settings

[Video] Set Up Different Tax Policies (for multi-location operators)

[Video] Set Up Your Revenue Accounts

Set Up Your Member Portal and Signup Page

Watch videos to learn how to set up and customize your Member Portal.

[Video] Customize The Member Portal

[Video] Customize Member Email Templates

[Video] Set Up Terms And Conditions

[Video] List Your How-To Guides For Your Portal Users

[Video] Listing Member Benefits For Your Customers On The Portal

[Video] How To Configure Your Purchase Flows

[Video] Enable Your e-Shop On The Member Portal

Configure and Create Bookings

Watch videos to learn how to create and manage bookings.

[Video] Create Booking and Cancellation Policies in Flex

[Video] How And When To Use Rate Discounts

[Video] Allocating Booking Coins To Customers

[Video] Create A Public Calendar For Bookings

[Flex] Book A Meeting Room On Behalf Of Your Customers

[Video] How To Approve A Booking Request

Manage Your Members on the Admin Portal

Watch videos to learn how to manage your members on the Admin Portal.

[Video] How To Add Companies And Members

[Video] Import Your Customers' Data

[Video] Tickets And Ticketing System

Manage Memberships, One-off Fees, and Invoices

Watch videos to learn how to manage your customers' memberships, one-off fees, and invoices.

[Video] How To Define the Price of Your Offices With a Single Billing Plan

[Video] Create Memberships

[Video] Using Plan Discounts

[Video] How To Approve A Purchase Request

[Video] Add and Charge an Invoice

[Video] Execute A Manual Bill Run

[Video] Issue A Credit Note

[Video] Recording a Deposit Refund

[Video] Cancel a Membership

Resources and Space Occupancy

Watch videos to learn how to manage resources and space occupancy.

[Video] Create Private Offices and Desks and Set Their Revenue Targets

[Video] Using Opportunities

Other Useful Resources

Watch videos on various topics to optimize your OfficeRnD Flex experience.

[Video] What Are Resource Rates and Billing Plans and When To Choose One Over The Other?

[Video] Relationship Between Billing Plans, Memberships, and Resources

[Video] Connect OfficeRnD To The Apps You Love

[Video] Custom Properties