➤ Product: OfficeRnD Flex
➤ Who: Admins
➤ Where: Admin Portal, under Billing and Operations
➤ Availability: All Flex plans
Every member on a matching billing plan receives the same credit allowance as soon as their membership starts. Setting that up by hand for each one invites mismatches between what the plan promises and what a member actually receives. OfficeRnD can assign credits automatically through a billing plan. You can also add them directly to a member or company profile when the amount varies.
Both methods produce credits that behave the same way at booking time; only how they reach a member or company differs.
Assign credits through a billing plan
Billing plans are the more common way to assign credits, since they automatically apply the same allowance to everyone on that plan. Adding credits directly to a profile (see below ↓) is the alternative used when the amount varies by member or company.
To assign booking credits through a billing plan:
Go to Billing > Plans and open the billing plan you want to add credits to.
Credits on one-off plans don't expire and roll over if unused.
Credits on monthly recurring plans reset each month (use-it-or-lose-it).
In the Edit Plan dialog, open the Credits tab and click the + icon.
Enter the number of credits to allocate. Leave the field empty for unlimited credits.
Select the resources and resource rates the credits apply to.
Click Update.
Notes:
When a membership ends, its associated credits are canceled automatically.
Credits assigned to a company are shared by all its members; the total is not multiplied by the number of members.
Add credits manually to a member or company profile
Use the manual process when the number of credits varies by member or company, or when you need to add a one-time allocation outside of a plan. Credits added this way aren't tied to a plan or a membership, so ending a membership doesn't cancel them.
To assign booking credits to a company or member:
Go to Operations > Companies or Operations > Members.
Open the company or member profile.
In the Credits section, click Add Credits.
Enter the number of credits to allocate.
Open the dropdown and select hours.
Choose the credit type:
Once – Credits don't expire and remain until used.
Month – Credits renew monthly. Unused credits are lost at the end of the month. Set an end date to stop renewal.
Select where the credits apply: specific resources, resource rates, one-off plans, or all resources.
Set a start date.
Optionally, set an end date to stop monthly credits from renewing.
Click Add.
If you add credits after a booking is already invoiced, you must manually re-account the booking to apply them retroactively. Re-account a booking to apply credits added later →
Best practices
If the same allowance applies to everyone on a plan, assign it through the plan instead of adding credits member by member. Save the manual method for cases where the amount genuinely varies, such as a one-time perk for a specific company.
FAQs
Can members apply their own credits to a booking fee?
Members can't apply credits to their own fees from the Member Portal. An admin must apply credits to a fee from the Admin Portal.
Do credits added through a billing plan expire?
Whether credits expire depends on the plan's billing frequency. One-off plans create credits that never expire, while monthly recurring plans create credits that reset each month.