- DATE:
- AUTHOR:
- The OfficeRnD Team
February 2022 Update: Introducing Quotes
The team has been hard at work this month building new and improved features for flex operators! We published our 2022 release plans and we built a public roadmap so clients can more easily track and leave feedback on our future releases. Let's jump straight into the updates!
Updates
Quotes Functionality is now available for Contracts
Introduced "Requires Approval" tag for Booking Calendar
Send Quotes with One-Off Plans to Customers
We have created a new default contract type called Quote that will allow operators to send contracts with "One-Off" plans to customers. This will make it easy for operators that want to quickly generate a contract for a one time charge and send it to the customer for signing.
To enable "Quotes" for your organization go to the Admin Portal and navigate to Settings → Platform → Contracts. From here, scroll down to "Contract Types" and make sure that the "Quote" contract is enabled.
You will now be able to generate a "Quote" from the contract menu and send it to customers. Once the contract is signed the charge will automatically be applied to the customers account similarly to our other contracts. Get in touch with our team with any questions, or click to leave feedback to the left and let us know how you plan to use the Quotes functionality!
Requires Approval Tag added to Booking Calendar
Meeting Rooms that require approval are now marked with the “Requires Approval” tag in the Member Portal and the Public Calendar. This new tag will make it much easier for members to know which rooms require admin approval while booking. Generally the "Requires Approval" booking policy is used for event spaces and premium rooms where operators want to control bookings more. If you want to set up "Requires Approval" for rooms at your space you can follow our help center article here.
Bug fixes
Sending messages to community members would misscount the recipients if filtered by plan type
Failed pending charges of bank transactions would not be handled correctly
HubSpot integration would not work correctly if the sync hadn’t been run in more than 3 months
Posts from type Event are not displayed on the Mobile App Dashboard.
Custom role with Owner permissions for Billing cannot create billing plans.
Arabic names are not shown for Members and Companies in the Mobile App on Android devices.