What is a Plan?

As an admin, learn what Plans are and how they will benefit your organization in Optix

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

Plans in Optix serve two primary purposes:

  1. Provide Users with a defined Allowance (in hours or a currency amount) that they consume via room bookings, desk bookings and Check-ins. Optix tracks bookings/usage and deducts from the available Allowance automatically.

  2. Provide Users with a non-Allowance amenity associated with their Plan at your Resource. This could be anything from parking to a locker or concierge services.

Plans can be set up on a recurring (monthly, annually) or one-time basis and are integrated with the Invoicing functionality in Optix. They can be assigned to an individual User or a Team.

Note: To help you along, we've created examples of several common Plan settings with screenshots from their settings to guide you.

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