How OfficeRnD Helps Coworking Spaces During COVID-19
Miro Miroslavov
CEO and Co-founder of OfficeRnD
Mar 18, 2020|3 mins read
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π Just released: Guidelines and Policies for Optimizing Your Hybrid Workplace
Download nowA coworking software during COVID-19 might be a powerful tool to help you manage and keep your business strong. The coronavirus crisis is developing faster than anyone anticipated. We at OfficeRnD are actively thinking about how we can assist you, our customers, in these challenging times.Β
The following post outlines our assumptions about the type of challenges youβll face in the upcoming months and how our product can help you deal with them.
1. Digital Community – keeping an open communication channel with your members
Proactive and timely communication with your members might be even more critical in the upcoming months. So you can make sure that your members are safe and aware of the most up-to-date instructions.
Our revamped Member Tools will help you keep your community close and can serve as a single contact point for all crisis-related communication.
Guides to help you get started:
- Activating OfficeRnDβs member tools
- Using posts and messages to announce important information
- Activating support (tickets) module
We also released 2 major components that will help you with serving your community online and keeping your members engaged:
- Our brand new Mobile App and Member Portal – we hope the new apps will help you meet the need for greater operational efficiency and digital communication with members.
- The OfficeRnD Video Rooms now allow your members to start a video call with other coworkers directly from the Members Portal.
A quick look at the new βRnD Connectβ and White-label Mobile app.
2. Operations – Discounting or pausing memberships for a limited time
Sticking with your clients in a time of crisis is the number one strategy you can employ.
This means that youβll probably have to offer discounts or pause memberships for a period of time to help your customers get through the challenging times.
Guides to help you get started:
- Temporarily discounting or pausing memberships in a way that will allow you to report on this activity later on
- Cancel future bookings and restoring credits/coins back to the customer account
Weβre already working on a number of improvements that will help you manage discounts much easier.
3. Safety – Limiting social interactions and reducing the flow of new people in the space
It may sound counter-intuitive for most flexible workspaces. But you might have to find ways to limit social interactions in the upcoming weeks to preserve the well being of your employees and members.
Guides to help you get started:
- Removing drop-in plans from the sign-up page temporarily (or temporarily removing the whole sign-up page)
- Changing the privacy of meeting rooms and removing the public calendar
- Block your meeting rooms in specific time slots – create ghost bookingsΒ
4. Reporting – Know your numbers
Now is more important than ever to fully understand your business, your projected revenue, and all your numbers.
βGet tight on your numbers and make sure your books are squeaky clean and up to date in case you have to have some tough conversations with landlords/banks/investors.β – Jamie Russo, CEO at Everything CoworkingΒ
Guides to help you get started with OfficeRnD Reporting:Β
- Projected Revenue Report – understand how your revenue will change in the upcoming months
- Members & Memberships Reports – fully understand how your membership base is affected
- Occupancy Report – understand who are your customers with upcoming renewals and speak with them as soon as possible.
- Aged Debtor Report – understand your bad debt and collect your revenue now.
Weβre already working on a number of improvements related to our Reporting engine to better suit your current needs.
The next weeks or months won’t be easy and we will do everything to help you push through these challenging times.
Weβre working as hard as we can to make our products better support you and your members in good times and hard times.
Please, let us know if thereβs anything that we can do to support you in these challenging times at support@officernd.com!
Be safe, be patient and be strong!
– Miroslav Miroslavov, CEO of OfficeRnD
Want more tips for your workspace?
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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 |
| Analytics Professional NEW | Add-on | Add-on | |
| 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 | |
| Premium | Add-on | Add-on | |
| 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 |