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Frequently Asked Questions

Straightforward solutions to common questions, scenarios and configurations.

  • Import members - Examples

    Importing members might get complicated depending on your data and use-cases. Sometimes importing the right membership or member/company properties can be tricky. Here are a few examples that show exa...

  • Why do I get "Unable to assign membership" error on the floor plan

    Description When you assign members' memberships to dedicated desks and private offices in the floor plan, you can get the following error: Unable to assign membership.  Cause The desk or office is no...

  • Will OfficeR&D prorate invoices?

    Introduction OfficeR&D will prorate recurring membership fees if you get a new sign-up that does not fall on your specified billing date each month. If your regular monthly billing occurs on the anniv...

  • What happens if a credit card is declined

    If a credit card is declined, OfficeR&D will automatically: Send an email notification to the email defined under Settings/Account/Email. Mark the payment as Failed in the invoice. Set the invoice sta...

  • How to invite a member to the Portal

    Introduction OfficeR&D provides a members portal where you can engage with your members and invite them to book meeting rooms and pay their invoices. A member can join the portal if they: Sign up to p...

  • How to delete a company or a member

    Introduction Usually deleting a company or a member is not a good idea as you will lose historical data for your space. However, if you have test data or mistakenly created member, then you might need...

  • How to cancel or pause a membership

    Introduction Sometimes members leave the space for a given period and then come back a few months later. This is not a usual case but it happens and there is a way to reflect that in the system. In Of...

  • How Day Passes work

    Introduction Day passes help you manage access to your space for casual drop-ins and people who are not on a recurring membership plan.  Day passes are tightly coupled with check-ins. Basically a chec...