The truth is there isn’t a one-size-fits-all solution. The right fit for your workspace depends on your business, your processes, and your objectives.
The right software will save you plenty of time, effort, and resources. The wrong one can make your life even harder.
That’s why it’s essential to spend some time on preparation and evaluation.
Below, you’ll find our learnings from working with hundreds of workspaces and industry experts worldwide. We hope that this resource will help you set your business objectives more efficiently and select the best management software for your workspace.
Start with your business model
The coworking software evaluation starts with identifying how your business is making money, and what your essential processes and needs are. This knowledge will help you understand the functionalities that are crucial for your business. Coworking software solutions offer plenty of features and sometimes you might get lost, especially if you are new to this.
So take the time to understand (and maybe rethink) in detail your target customer, your revenue streams, and how you charge for your services.
Who do you want to attract as members?
Are you targeting freelancers, subject matter experts (SMEs), startups, enterprise remote office locations, non-profits, students, etc? Next, think about where these people work now, or look at your current members and ask where did they work previous to coming to your space? Furthermore, how do they work?
It’s important to consider these factors in software evaluation because some people would need 24/7 remote access while others would appreciate more of a great community app that helps them connect with other coworkers throughout the workday.
What are your revenue streams?
Are they private offices, open coworking areas, meeting space, events, or additional services such as catering, retail goods, or virtual mail? Being clear and thorough about your revenue stream sources will identify the requirements for the functionalities of the software you need so it can cover all of your business needs.
How do you charge for your services?
Do you charge on a monthly basis, per day, per hour, as a one-off fee, etc? More than likely, you charge members in multiple ways, so identify all of your payment terms.
And then think about how you collect the money now, and how would you like to collect it going forward? Do you have any country or business-specific payment procedures? Having a good understanding of these terms will be key to evaluating software that works for your business.
What do you offer that your competitors don’t?
Consider your current or future competitive advantages. How can the software help you be better than your competition? What can you do to enhance your member experience? Can you introduce a mobile app? Can you automate check-ins or bookings for more seamless experiences?
Evaluate your processes’ efficiency
Technology is used to increase both the efficiency and effectiveness of a business. So you’d really like to understand your current performance first.
What are the tasks you spend most of your time on?
Which are the processes that run smoothly, and which are the ones that make you struggle?
How many of these processes rank with high business priority?
Which of the tasks are repetitive and can be automated?
Take the time to reflect on these and similar questions. You can also write them down and assign points for current efficiency, effort, frequency, and priority, for example. This will help you get the big picture, and understand where you need to improve.
Define your objectives in the software search
Your objectives in the search of a coworking management software are basically based on:
The current problems you want to solve: This will help you set your priorities and identify the key functionalities you are looking for in software.
Your vision for the business and where you’re heading: This will allow you to make a smart investment and buy a solution that will enhance your growth and work for you long-term.
Define your goals and what exactly you want to achieve with the software. The answer will help you identify the functionalities you should be looking for.
Some of the reasons to buy a coworking software might be to:
manage multi-locations
automate your billing process
manage day passes
provide a better member experience
operate your locations with fewer people
manage meeting room bookings
automate door access
manage wifi systems
Consider your community’s needs
Don’t miss to consider the needs of your community. Have your members asked for anything in particular that you think you might be able to deliver with software?
Some of the questions to ask yourself are:
Have your members asked for anything in particular that you think you might be able to deliver with software?
Do your members need a highly automated environment in the first place?
What about autonomy when booking a meeting room? Do they need to book meeting rooms from outside the office?
Would your member experience improve in a way that would address common complaints?
Do they require autonomy when accessing their invoices or changing their billing details?
Do they need a quick way to report issues to your staff members?
Define stakeholders in the buying process
Outline the key stakeholders that will be using the coworking software
If you’re not a solo show, think about all the people in your team whose work will be affected by the adoption of the software. How many people and what teams will be using the software? Who are the key decision-makers in the different process divisions such as billing, meeting room bookings, community management, events, etc?
Ask all key stakeholders for their requirements related to the software
Each stakeholder might have specific requirements for the software.
For example, your finance manager/accountant/bookkeeper/controller might require a particular payment integration or feature based on their bookkeeping.
Ask all people that will be using the software to write down their function requests and requirements, and to prioritize them.
Define each stakeholder’s role in the decision process
Be clear about to what extent stakeholders have influence over the final decision.
Are they just being informed about the process of buying and implementing software or are they decision-makers? This will allow you to outline how their opinion would influence the final decision.
If you’re running a multi-location business with a larger team, we would even recommend building a responsibility assignment matrix, also known as a RACI matrix.
It should list all stakeholders along with every stage of the software evaluation and adoption, and it should distribute the four key responsibilities in the project: Responsible, Accountable, Consulted, and Informed.
This matrix will later become an important asset during your onboarding process.
Plan your time and resources
Set a budget
Identify how much you’re willing to spend and to what extent you can make compromises with the price and value of the product. In most cases, you’ll need to jump on a demo call to learn how much the software will cost you.
Keep in mind that the new software is likely going to improve process and efficiency. As a result, you will likely be able to scale through new revenues, more time for member experience, reducing lost revenue capture, and more.
Set a deadline to choose coworking software and stick to it
As with any process that requires time and effort on top of the usual day-to-day activities, there’s a chance this might stay forever on your To-Do list because of other priorities popping up.
However, when the implementation of coworking management software becomes critical for the success of your business, you need to prioritize this as a task. Postponing the decision for too long might ultimately affect your business in a negative way and will definitely lead to a more complex implementation.
Research coworking software vendors
Once you’ve set your objectives, get to know the solutions on the market. There is no doubt that there are plenty of options and booking a demo with all of them sounds tempting.
However, talking to all vendors and seeing all the products in action will most likely be overwhelming and might create a huge mess in your head.
Try to make initial research on your own by using the information on the vendors’ websites or product listing platforms like Capterra. Validate if the software solves your current problems and if it supports your long-term vision.
Also, check what integration the software supports. You’d like to check the payment and accounting integrations, as well as any other coworking apps you use such as door access system, WiFi, marketing CRM, etc.
Have in mind that it’s easy to get caught up in the variety of features that the solutions on the market offer. Taking the time to reflect on your goals will help you sort through the clutter.
Based on that, shortlist your best choices and book a 1:1 with them only.
Sign up for a demo and trial
Your aim here is to validate if and how the product solves your problems and if it’s worth the investment.
During the demo, go into details about your most common tasks. Ask to be shown how the features described on the vendor’s website actually work.
Also, try to see if your most unusual tasks, or the ones you make most exceptions with, can be solved. Don’t forget to ask for the software implementation. How long does it take? Is there a dedicated onboarding specialist who will help you? What are the training opportunities for you and future members of your team?
Don’t miss to ask about the total price of the management platform! During a demo call or immediately after that, you’ll receive a price quote. This will allow you to clearly understand if the product will be a good investment.
Don’t miss to take into consideration the total cost for the subscription period, additional charges, implementation time, and efforts, the total cost of ownership.
Take advantage of the trial version of the management platform.
If you’re not feeling confident in tech, it would be better to have some explanation first (book a demo call) and start a trial right after that (so you don’t forget the things that were shown to you during the demo).
If you’re tech-savvy and/or you have specific tasks you want to check, you might consider starting a trial first, writing down particular questions, and asking them on a Demo call later on.
Explore the pricing options
There are 2 main coworking management software pricing models – per member and per location. Depending on your needs, one of them would be a better fit for you.
Per-member pricing allows flexibility based on your occupancy and would be a better option for you if you’re just starting your business. Another case in which this would be the better option is if you’re still not maintaining stable occupancy levels and every desk makes a huge difference to your revenue.
Per location pricing, on the other hand, allows precise cost planning and budgeting by having a fixed cost with no limitation on the size of your community. This pricing model would be the better option for you if you are a well-established space that prefers annual contracts and easier and predictable budgeting.
When evaluating the pricing, consider all add-ons and extra charges. The total price you’ll be paying as a customer could often be different from what you see in the pricing calculators or plans stated on the vendor’s website. To get a realistic idea of what you’ll be paying as a customer, make sure to check if the vendor applies any additional charges for
payment gateways
processing fees
any add-ons such as mobile app
integrations
onboarding
Learn more about the software implementation
Depending on the complexity and the size of your business, the onboarding time with a coworking software can take between 1 and 6 months. In most cases, the implementation duration depends on your involvement. The more time you dedicate, the faster it will be.
If you have specific timelines in which the software should be introduced to your team and your community, make sure to choose coworking software vendor that also provides a dedicated onboarding service.
The onboarding specialists will be your partners and they can help you meet deadlines and better organize your team and efforts when you start configuring and using the software.
Make sure to also discuss with the vendor what training opportunities they provide for your current team and for future additions to your team.
Conclusion
Remember that there isn’t a one-size-fits-all software solution. The best fit for your workspace depends on your business, your processes, and your objectives.
So first, identify your needs. Then, dive deep into your processes and get a clear vision of your priorities. Identify all stakeholders and decision-makers in the evaluation process and plan your time and resources.
Once you’ve gone through these steps, you can go and explore the options on the market. When evaluating the possible solutions, judge based on your objectives.
Consider features, pricing options, and additional services. See a live demo of the product and test it yourself before you make the final decision. Don’t miss exploring the vendor as a company – e.g. level of expertise, security, and development.
We hope this article was useful. We’d also love to show you what the OfficeRnD coworking software can do for your business. If we’ve got you interested, feel free to book a demo and we’ll show you around the product.
Michaela got involved in the flexible workspace industry in 2015 when she joined a boutique coworking space as a Community & Marketing Manager. Later on, she moved to the technology industry but she continued working from shared spaces. Her passion for coworking and her experience in the technology sector eventually led her to join OfficeRnD, the world's leading coworking management software, where she's dedicated to creating content that empowers workspace operators to scale their business.
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.
Use the Occupancy Interval report.
Use the Resource Utilization report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.