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  2. OfficeRnD Flex
  3. Get Started

Get Started

New to OfficeRnD Flex? Start with this series of step-by-step onboarding guides to set up and configure your account.

  • Step I: Set up Your Account

    1. Update Your Account Information
    2. Configure the Admin Notification Settings
    3. Set Location Specific Notification Emails
    4. Add Your Teammates
    5. Update Your Account's Billing Details
  • Step II: Configure Your Services and Resources

    1. Create Plan Discounts
    2. Add Resource Rate Discounts
    3. Add Monthly Recurring Billing Plan
    4. Add One-Off Billing Plans
    5. Associate All Billing Plans with Revenue Accounts
  • Step III: Customer and Membership Data Management

    1. Define Contract Types & Add Custom Contract Types
    2. Review and update the contract templates
    3. Import Company Data
    4. Import Members
    5. Import Customer Memberships
  • Step IV: Configure Your Integrations

    1. Integrate an Accounting System
    2. Integrate a Payment Provider
    3. Integrate a Door Access System
    4. Integrate a Printing Management System
    5. Other Integrations
  • Step V: Brand Your Member Experience

    1. Customize the Member Portal Theme
    2. Customize Member Portal Pages
    3. Customize Publicly Available Pages
    4. Configure the Purchase Flows
    5. Member Email Templates

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