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
Familiarize yourself with the difference between Plans, Plan Templates & Passes, here.
Configure your Plans & Passes permissions in your Optix Settings.
Create your first Plan Template and/or Pass!
Manage a Plan Template or Pass' visibility to be only visible for new and/or existing Users.
If you’re interested in keeping plans private instead of public-facing, you can manually assign Plan Templates and/or Custom Plans, Passes, or Allowance to your Users.
✏️ Quick change of plans...
Needing to make some changes to a Plan you created? Learn how to edit a Plan Template or a Users' existing Plan.
No longer using a Plan Template in your dashboard? Follow this FAQ to delete a Plan Template from your dashboard. And don't worry! This doesn't affect your Users currently attached to that Template.
No longer using a Pass in your dashboard? Learn how to delete a Pass here.
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?