Want to create a one-time setup fee for users on pay-as-you-go plans?
Log in to your optixapp.com subdomain
Select Plans from the left-hand menu
Click the Add plan to create a new plan
Title the plan accordingly (Example: Pay-As-You-Go)
Input the description to clarify that this plan includes a one-time setup fee and all bookings will be charged at an hourly rate when booked
Skip the section when setting up the plan to add access to resources
Leave the plan as free
Click Create
Next, select Users from the left-hand menu
Locate the user you'd like to assign the plan to then click their name
Select Plans from the side panel
Click Add plan
Select the 'Pay-As-You-Go plan' from the dropdown menu
Input your Setup fee in the text box
Click Confirm
This will create a one-time invoice with only the setup fee and register the user as a assigned to the Pay-As-You-Go plan.
Note: If your location has a tax rate, it will be applied to the setup fee on the invoice. |
To learn how to offer a discount on resource access to users on this (or any) plan, click here.
Need more info on Plans?