This article covers a few examples with explanations of common settings used when creating Plan templates. Specifically, we'll be looking at the Allowance, Allowance renewal, and pricing
Make sure you've had a read over How do I create a Plan in Optix first, as that will provide you with the basics on how Plans function. 👍
You can check out our blog post on the 6 types of coworking membership Plans for a more in-depth idea of what plans can look like!
Example 1
A User has 10 hours to book any Resource a month and receives a 20% discount on all additional bookings over their 10 hours.
Click Add under Included items.
Select Limited Allowance + overage discount. Input 10 for the amount and select Hours under 'Amount of Allowance'.
Select Bookings of any resource under the 'Allowance for' drop-down menu, this will allow the User to book any and all Resources, as opposed to only booking Conference Rooms or Meeting Rooms.
Input 20 under 'Overage discount'.
Click Done.
Example 2
A User will have 15 Uses for bookings of any conference rooms as part of their Plan. Any bookings beyond those 15 will result in the daily rate being charged to that User, however, you would like to offer them half-off the normal hourly rate.
For the Hourly bookings:
Click Add under 'Included items'.
Select Limited allowance + overage discount. Input 15 Uses under 'Amount of Allowance'.
Select Bookings of any Conference room under 'Allowance for'.
Input 50 for your 'Overage discount'.
Click Done.
Note: Keep in mind, Uses disregards the duration when a User creates a booking. Regardless of if a User creates a 1 or 5 hour booking for your resource(s), it will take 1 use. |
Example 3
You offer Users a hot desk Plan which gives them a set amount of dollars ($300 for instance) to spend each month on hot desk bookings.
Click Add under 'Included items'.
Select Limited allowance. Input 300 $CAD (or your currency) under 'Amount of Allowance'.
Select Bookings of any Hot Desk under 'Allowance for'.
Click Done.
Example 4
You have a Plan that offers Users the following: 10 hours to book any Conference Room or Meeting Rooms, plus a 15% discount on all bookings beyond those 10 hours, with unlimited daily access (check-ins) to your space.
Creating Allowance to any Resource
Click Add under 'Included items'.
Select Limited allowance + overage discount. Input 10 Hours under 'Amount of Allowance'.
Select Bookings of any resource under 'Allowance for'.
Input 15 under Discount.
Click Done.
Creating Allowance to Check-ins
Click Add under 'Included items'.
Select Unlimited allowance.
Select Check-ins at [your organization] under 'Allowance for'.
Click Done.
Example 5
You want to offer a Plan that offers Users access to 10 hours to book any Resource per week and charge them $500 a month.
Creating Allowance to any Resource
Click Add under Included items.
Select Limited allowance. Input 10 Hours under 'Amount of Allowance'.
Click Done.
Select Every week under 'Allowance renewal'.
Creating the billing frequency
Input '500' under price and select 'Every month'
Example 6
You want to offer a 3-month (quarterly) Plan that allows your Users book 15 hours of any Meeting Rooms per month, and you want to charge them $150 once.
Creating an end date for your Plan
Under 'Default end date', select Fixed term.
Input 90 days as your fixed term.
Creating the billing frequency
Input 150 under Price and select Every quarter
Creating Allowance to any Meeting Rooms
Click Add under Included items.
Select Limited allowance. Input 15 Hours under 'Amount of Allowance'.
Select Bookings of any Meeting Rooms under 'Allowance for'.
Click Done.
Select Every month under 'Allowance renewal'.
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