In Optix, Allowance is the mechanism that provides Users and Teams with the ability to consume Check-ins, make Resource Bookings, and/or purchase Products without

incurring a charge. Your Users' can gain allowance through the Plans and Passes they purchase, or from an admin adding Allowance directly to a User's account.

Plans are designed as recurring subscriptions or memberships, and provide users access and/or Allowance (hours, uses, monetary amount, or custom currency) to Resources, Products, and/or Location(s). On the Plans page of your dashboard, you’ll be able to create either Custom Plans or Templated Plans. While Templates can be purchased as-is by your Users, you can also build from and customize Templates for specific Users to meet their individual needs.

Passes are designed to be one-time purchases of access and/or Allowance for Bookings, Check-ins and/or Product that your Users purchase. Unlike Plans, Passes can have an expiration date but will not recur automatically.

Just getting started? Here’s some need-to-know information when creating Plans and Passes for the first time.

📆 The planning process

  • Configure your Plans & Passes permissions in your Optix Settings.

✏️ Quick change of plans...


If you’re looking for more on Plans and Passes, we recommend you browse this collection for detailed FAQs.


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