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?