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What is user visibility on Plan Templates and Passes?

As an admin, learn about the User visibility settings of a Plan Template or Pass

Sarah L. avatar
Written by Sarah L.
Updated this week

When creating Plan Templates and Passes, you’ll have the option to make them only visible to new users, existing users, or both.

A Plan Template or Pass that is marked as Visible for new users will be displayed:

  1. On the Inquiry Widget under the Plan or Pass section

  2. On the Sign-up Widget when selecting a Plan or Pass

  3. During the onboarding process within the app if you require a Plan or Allowance to access the app.

A Plan Template or a Pass that's only Visible to new users is a great tool to showcase promotional Plans or Passes and convert prospective Users.

A Plan Template or Pass that is marked as Visible for existing users will display in-app for users to purchase at any time.

Alternatively, you can make your Plan Templates and Passes private by disabling both toggles. In this case, only an Admin would be able to add the Plan or Pass to a User or Team.


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