Simplify Room and Desk Reservations with OfficeRnD Floorplan Booking
Michael Everts
Product Marketing
Jul 19, 2021|2 mins read
This hybrid work guide helped more than 1000+ companies already! Grab your free copy now
Simplifying the room and desk booking experience has become extremely important as companies return to the office in a post-pandemic workplace.Β Some of the main challenges weβve discovered workers are running into include:
- visibility on who’s in the workspace and when
- providing an easy and visual way to reserve rooms and desks
- simplifying door access to the workplace
With the rise of the hybrid work model, we must address these challenges so that members feel confident making bookings and navigating around the office!
Visualize your workspace and simplify room and desk booking
We are thrilled to launch OfficeRnD Floorplan Booking to help flex spaces solve the issues of the post-pandemic workplace!
Over the past year, we had plenty of conversations with customers to best identify their needs and challenges regarding booking. After many collaboration sessions and customer interviews, we built an intuitive, smart, and simple solution to help spaces manage room and desk booking. A one that’s millions of years ahead of the old-school Excel sheet desk booking template.
OfficeRnD Floorplan Booking allows your customers to view your resources on an interactive map and easily select the space they want to book for the day. We are excited to bring this to the platform and can’t wait to see your members start using it!
Explore the workspace like never before
Room and desk booking is now smarter and easier! With OfficeRnD Floorplan Booking you can display meeting rooms, desks, and other resources inside the member portal for your members to easily review.
Workplace map β review the floorplan and evaluate the space
Meeting room booking β find the ideal size and location for your meeting room
Desk booking β easily find your seat or book a flexible desk on the floorplan
Resource booking β book phone booths, lockers, and other flexible resources
Automate your office door access
OfficeRnD integrates with many 3rd party tools that streamline door access and room reservations workflows across a building. Systems like Kisi, BrivoΒ and SALTO KS can automatically unlock doors when a member books from the floorplan and enable space or room access for your members automatically.
Get started with OfficeRnD Floorplan Booking
We lifted the curtains on Floorplan Booking during our release event FlexForward. Thereβs a recording availableΒ for you to see the new functionality in action.
Floorplan booking is available to all OfficeRnD customers and members today. To use this feature first enable “Floorplan calendar view” on the backend in Settings / Platform / Calendar & Bookings. Once this is done navigate to the members’ meeting calendar, click on the Calendar icon, and select “Floorplan View”. This will change the view to an interactive floorplan that you can move and resize based on your booking needs.
If you are not using currently using OfficeRnD, book your demo or sign up for a free 14-day trial and visualize your office in a whole new way!
Want more tips for your workspace?
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all together in the OfficeRnD newsletter!
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Add ons:
Add ons:
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Basic Onboarding
-
Standard Onboarding
-
Premium Onboarding
-
Basic Support Package
-
Standard Support Package
-
Premium Support Package
-
Monthly Q&A Support Sessions
-
Community Module
-
Billing Module
-
Meeting Room Bookings Module
-
Contracts Module
-
Inventory & Space Module
-
Collaboration Module
-
Billing Reports
-
Occupancy & Utilization Reports
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 Π°re 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.
Whatβs 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.
Whatβs 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs 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. Weβll 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 memberβs 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 β 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 Π°re 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.
Whatβs 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.
Whatβs 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs Included:
- Email & Chat Support – Our support team is available to customers via chat and email at support@officernd.com 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.
Whatβs 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. Weβll 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 memberβs 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 β 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
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| Plan Overview | |||
| What's included? | 100 members 1 location | 200 members 2 locations | tailor-made plan to match your business needs |
| Additional members | Add-on  | Add-on | |
| Additional locations | Add-on | ||
| Members limit | 200 members | 500 members | custom |
| Locations limit | 1 location | 4 locations | custom |
| Contracts and memberships | |||
| Membership management | β | β | β |
| Full-range contract types | β | β | β |
| Customizable contract templates | β | β | β |
| Contract lifecycle management | β | β | β |
| Configurable stepped deals | β | β | β |
| Contract approval workflow | β | β | β |
| Billing and payments | |||
| Custom recurring and one-off plans | β | β | β |
| Automatic billing and invoicing | β | β | β |
| Payment gateway integrations | β | β | β |
| Deep integration with Xero and Quickbooks | β | β | β |
| Meeting room bookings | |||
| Meeting room inventory and pricing management | β | β | β |
| Allocate hourly or monetary credits to memberships | β | β | β |
| Set rules for meeting room bookings and cancelations | β | β | β |
| Public meeting room booking portal | β | β | β |
| Member apps | |||
| Members mobile app | β | β | β |
| Member portal | β | β | β |
| Branded apps + push notifications | Add-on | Add-on | β |
| Rooms tablet app | β | β | β |
| Reception tablet app | Add-on | β | β |
| Reporting and analytics | |||
| Revenue report | β | β | β |
| Occupancy report | β | β | β |
| Invoices and ballance | β | β | β |
| Space growth | β | β | β |
| Check-ins | β | β | β |
| Analytics Core NEW | β | β | β |
| Lead and member management | |||
| Member and company accounts | β | β | β |
| Leads and opportunities | β | β | β |
| Guest management | β | β | β |
| Issue tracking | β | β | β |
| Occupancy and resources | |||
| Interactive floor plans | β | β | β |
| Visual resource management | β | β | β |
| Occupancy dashboards | β | β | β |
| Utilization reports | β | β | β |
| Custom resources | β | β | β |
| Integrations | |||
| Accounting | |||
| Xero | β | β | β |
| QuickBooks | β | β | β |
| Payment | |||
| Stripe | β | β | β |
| GoCardless | β | β | β |
| Paypal | β | β | β |
| Authorize.net | Add-on | β | β |
| Braintree | β | β | |
| Forte | β | β | |
| Placepay | β | β | |
| Ezidebit | β | β | |
| Omise | β | β | |
| Bottomline | β | β | |
| WorldPay | β | β | |
| CardConnect | β | β | |
| PayDock | β | β | |
| Door Access | |||
| Salto KS | β | β | β |
| Salto ProAccess | Add-on | Add-on | β |
| KISI | β | β | β |
| Brivo | β | β | β |
| Printing | |||
| ezeep | β | β | β |
| WiFi Network / Check-in | |||
| Medusa WiFi | β | β | β |
| MikroTik | β | β | β |
| Aruba | β | β | β |
| Iron Wifi | β | β | β |
| Cisco Meraki | β | β | β |
| CRM | |||
| HubSpot CRM | β | β | β |
| Capsule | β | β | β |
| Rialto | β | β | β |
| Collaboration & Community | |||
| Slack | β | β | β |
| Google Calendar | β | β | β |
| Zapier | β | β | β |
| Included.co | β | β | β |
| Electronic Signatures | |||
| HelloSign | β | β | β |
| *additional charges per eSignature | *additional charges per eSignature | *additional charges per eSignature | |
| Security & Extensibility | |||
| Single sign-on (SSO) | Add-on | β | |
| Webhooks | Add-on | β | |
| API access | β | ||
| Test environment | Add-on | β | |
| Customer Success & Support | |||
| Standard | β | β | |
| Ultimate | Add-on | Add-on | β |
| Dedicated Customer Success Manager | β | ||
Service Plans
-
Standard
Contact us -
Premium
Contact us -
Ultimate
Contact us
| During Your Onboarding Period | |||
| Dedicated Onboarding Specialist | β | β | |
| Onboarding Calls and/or Training Sessions | 2 hours | 3 hours/month | 5 hours/month |
| After Your Onboarding Period | |||
| Access to Documentation Portal and Resources | β | β | β |
| Email & Chat Support | β | β | β |
| Priority Case Handling | β | β | |
| Dedicated Support Specialist | β | ||
| Phone Support NEW | β | ||
| Dedicated Q&A Support Sessions | 2 hours/month | 4 hours/month | |
| Document & Template Customization | Add-on | 1 doc/month | 2 docs/month |
| Support Response Time | |||
| Critical | 4h | 2h | 1h |
| Restricted Operations | 24h | 12h | 8h |
| Normal Severity | 24h | 20h | 10h |