Revenue Trend
Plans Breakdown
Check-Ins (Last 30 Days)
Members by Location
| Select a report and click Generate |
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| Name | Memberships | Plan | Status | Price | Start | End Date | Months |
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| Name | Members | Memberships | Status | Plans | Created |
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| Name | Internal Name | Type | Term | Price | Credits | Day Passes | Guest Passes | Status |
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| Invoice # | Member / Company | Amount | Status | Due Date | Paid | Actions |
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| CN # | Source Invoice | Member / Company | Amount | Status | Reason | Actions |
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Invoice
Create Credit Note
Credit Note
Apply Credit Note to Invoice
Create Invoice
| Description | Unit Price ($) | Qty | Disc % | Price |
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Record Payment
| Invoice # | Due Date | Total | Outstanding | Allocate |
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Statement of Account
Bill Run
Generate invoices for all active memberships with next_invoice_date ≤ today and auto-charge via Stripe.
| Name | Amount | Member | Date | Status |
|---|---|---|---|---|
| Legacy fees view | ||||
| Code | Name | Type | Value | Applicable Plans | Status |
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| Code | Name | Amount | Uses | Expires | Status |
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New Checkout Code
| Name | Location | Type | Floor | Capacity | Occupancy | Hourly Rate | Daily Rate | Status |
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| Name | Slug | Address | Hours | Status |
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| Floor | Name | Location | Size (sqft) | Floor Plan | Available Now | Available Soon | Status |
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Shift+Click: Multi-select
Ctrl+A: Select all
Escape: Clear selection
No floor plan image uploaded
New Floor
Assign Resource
Create New Resource
Relocate Member
Kisi Connection
Test the connection to your Kisi account. The API key is configured as an environment variable (KISI_API_KEY).
Plan → Kisi Group Mappings
Map each billing plan to one or more Kisi door groups. Members with active memberships on a plan will be granted access to the mapped groups.
| Plan | Kisi Group | Group ID | Actions |
|---|---|---|---|
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Sync
Kisi access syncs automatically every 15 minutes. You can also run a manual sync.
Recent Sync Log
| Time | Synced | Added | Removed | Errors | Duration | Status |
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| Member | Location | Checked In | Checked Out | Duration | Passes | Actions |
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| Guest Name | Host Member | Location | Checked In | Checked Out | Actions |
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| Member | Source | Total | Used | Remaining | Granted | Expires | Status |
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| Host Member | Guest Name | Location | Checked In | Checked Out | Actions |
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Check In Guest
Grant Guest Passes
| Subject | Status | Recipients | Scheduled | Sent | Created |
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Audience Filters
Use filters to target specific members. Leave all empty to send to all active members.
Review Your Campaign
Recipients
| Name | Sent | Status |
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| Date Sent | Subject | Category | Sender | Recipient | Status |
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Airtable Connection
Sync member data to Airtable. Base is the source of truth — Airtable is a downstream read-only view.
Configuration
Sync
Manually trigger a full sync of all active members to Airtable.
Recent Sync Log
No sync activity yet
Gmail Accounts
Connect Gmail accounts to send emails from Base. Connected accounts are available for email campaigns, CS Dashboard emails, and automations.
| Label | Connected | Actions |
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No Gmail accounts connected
How It Works
Connected Gmail accounts are shared across the platform:
- Email Campaigns — Choose which account to send campaigns from
- CS Dashboard (Altitude) — CS team members can send and read emails using any connected account
- Automations — Milestone and lifecycle emails use a connected account
Billing Settings
Configure billing period, invoicing, payment, and reminder settings.
Billing Period
Choose how billing dates are determined for recurring memberships.
Multi-Location Billing
When enabled, companies with memberships at multiple locations will receive separate invoices for each location. When disabled, all charges are grouped into a single invoice regardless of location.
Invoice Generation
Control when and how invoices are created during the billing cycle.
$0 Invoice Handling
Control how zero-dollar line items and invoices are handled during bill runs.
When enabled, line items with a $0 amount will be excluded from generated invoices. When enabled, invoices with a $0.00 total (e.g. fully credited months) are generated and auto-marked as paid. When disabled, $0 invoices are skipped entirely.Invoice Numbering
Configure the format and sequence of generated invoice numbers.
Overpayment Numbering
Configure the format and sequence for overpayment reference numbers.
Payment Collection
Configure automatic payment collection and retry behavior for failed charges.
Personal Invoicing
Allow company members to be billed individually instead of through their company account.
Receipts
Automatically generate and send payment receipts when invoices are paid.
Business Info (on receipts)
Late Fees
Automatically generate late fees for overdue invoices. Late fees are stored as pending one-off fees and invoiced in the next bill run.
Late fees only apply to invoices created after this feature is enabled. Existing overdue invoices are not retroactively charged.
Overdue Reminders
Automatically send email reminders for overdue invoices. Each reminder is sent at most once per invoice.
Runs daily at 9 AM ET. Customize email wording in Settings → Email Templates (overdue_reminder_1/2/3).
Stripe Customer Audit
Scan all members and companies with stored Stripe IDs and identify stale or invalid customer records (e.g. test-mode IDs used against a live-mode key).
Purchase Flows
Configure how charges are processed for different transaction types. Each trigger type can have one default flow.
| Name | Trigger Type | Charge Timing | Auto-Invoice | Auto-Send | Default | |
|---|---|---|---|---|---|---|
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Revenue Accounts
Manage revenue accounts used to categorize billing plan income and invoice line items.
| Name | Code | Default | Status | |
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Booking Policies
Configure rules that govern how members can book resources. Attach policies to individual resources or set a default.
| Name | Default | Duration | Approval | Check-in | Buffer | |
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Cancellation Policies
Configure tiered cancellation fee policies. Attach policies to resources or set a default. When a booking is cancelled, the fee is calculated based on how far in advance the cancellation happens.
| Name | Default | Steps | Status | |
|---|---|---|---|---|
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New Cancellation Policy
Define fee tiers based on hours before the booking. Steps are evaluated from bottom to top — the first matching window applies.
New Booking Policy
Duration
Scheduling
Rules
Check-in
Reminders
Edit Purchase Flow
Edit Revenue Account
System Email Templates
Manage automated emails sent by the system. Click a template to edit its subject and body.
| Name | Category | Subject | Enabled | Admin Copy |
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Edit Template
Invoice PDF Templates
Manage HTML/CSS templates used to generate invoice, credit note, receipt, and statement PDFs.
| Name | Type | Default | Updated | Actions |
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Edit Template
New PDF Template
Terms & Conditions
Manage the terms & conditions displayed during checkout. Upload a text file or edit directly.
Checkout Plans
Control which plans are visible on the public checkout page and the member portal. Plan details are managed under Billing > Plans.
| Plan | Type | Term | Price | Active | On Checkout | Member Portal |
|---|---|---|---|---|---|---|
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Business Information
This information appears on invoice PDFs and other generated documents.
Recommended: PNG or SVG, max height 100px.
Legacy Member Billing
Controls whether fees created for OfficeRND-imported members are real or test. Native Base members (from Checkout) are always billed live.
Invoice Proration
Configure how partial-month billing is calculated when memberships start or end mid-cycle.
Office RnD Migration
Full data migration tool with 6 steps: Locations, Companies, Members, Memberships, Stripe Payment Details, and Verify & Activate.
Click refresh to load migration status
Admin Team
Manage admin users, roles, and permissions.
| Name | Role | Categories | Altitude | WiFi Admin | Status | ||
|---|---|---|---|---|---|---|---|
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Edit Admin
This person must already have a member account. If they don't, add them through the Members section first.
Select which sections this admin can access.
Set a new password for this admin. This password works for Base, Altitude, and WiFi Admin.