Skip to main content
All CollectionsFor Admins | Plans & Passes
Quick Guide to Allowance, Plans & Passes
Quick Guide to Allowance, Plans & Passes

As an admin, learn how to navigate the Plans & Passes section of the Optix dashboard

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

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.

Want to learn more about how to enhance your business using Plans & Passes?

Did this answer your question?