Note: The advanced embed options require coding to execute. We recommend that, if you do not read coding language, you reach out to a developer for assistance.
Allowing users to sign up for your coworking space through a web widget is a great tool to promote your business. If you’d like to take it a step further, you can now add a parameter to your widget to show specific Plan templates and Passes to your users while signing up. With this option, you can showcase featured Plan templates and/or Passes, customize the order in which they're displayed, or promote a single Plan template or Pass.
Note: Ensure to enable the Visibility toggles in the Plan templates and Passes to display them on your sign-up web widget. Learn more about User visibility here.
Before you do this, you’ll have to set up your dashboard to prepare. First, you’ll need to require users to sign up for a Plan or a Pass. To do so,
1. From Settings, select Plans & Passes (featured underneath the section titled ‘Features’)
From this page, enable the toggle beside ‘Users must have allowance or an active plan to access the mobile app'
2. Next, navigate to Settings, select Web widgets and Sign-up, and click enable.
3. Allow Users to be able to sign-up to your space by heading to Mobile App on the left-hand menu and selecting 'Users can sign up and obtain access' under 'Access to the app'.
Setting up Plan templates and Passes for your Web Widget
Note: If you have yet to create a Sign-up Web widget, follow this FAQ. If you have yet to create a Plan, follow this FAQ.
For an embed/pop-up code:
mode=”pop-up” OR mode=”embed”
You can add your Plan template parameters to the tag where you are defining the class "optix-member-widget". The following parameters are available:
optix-args-plans=”123” - This will skip the Plan template finder interface and show a specific template to the user. The user will not be able to go back to the finder interface and will only be able to purchase this Plan template. This number references the Plan template ID (where to find these numbers is detailed below).
optix-args-plans=”123,456,789” - This will only show Plan templates from the specified template IDs. You must separate each ID with a comma. If you provide an invalid ID, then the widget will simply ignore it.
optix-args-products="111" - Similar to the Plan template parameter, this will show a specific Pass to the User. The user will not be able to go back to the finder interface and will only be able to purchase this Pass.
optix-args-products="111,222,333" - This will only show the Passes from the specified Pass IDs, and the order in which you list them will be the order they appear in the sign-up web widget. If you provide an invalid ID, then the web widget will simply ignore it.
optix-args-order="123,456,111,222" - This can allow you to show both Plan templates and Passes together, and the order in which you list them will be the order they appear in the sign-up web widget. These will need to be already listed in the optix-args-plans and optix-args-products, like the above.
Note: To customize the order of the Plans and Passes, you must specify the Plans and/or Products parameters first, and then set the order. If not, the order of the Plans & Products will be ignored.
For a link:
Here’s an example of what your sign-up link should look like when using the advanced embed method:
For both Plans and Passes (respectively):
Input the bolded information at the end of your sign-up link, generated in Settings > Web Widgets. The numbers above reference a Plan template’s ID for the Plan parameter and Pass IDs for the Products parameter.
Where to find the Plan template and Pass ID:
Please contact firstname.lastname@example.org if you cannot retrieve your Plan template and/or Pass IDs. Optix support hours are Monday - Friday, 9AM - 5PM PST.
Need more info on Settings?