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Managing Plans & Passes
How do I control the start and end dates of a Plan?
How do I control the start and end dates of a Plan?

As an admin, learn how to set your preferences on start and end dates

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

When configuring Plans and Plan Templates, you have the option to control how they're provided for Users. Start dates and end dates are both customizable in Optix. Let's break it down:

Plans

Start Dates

When adding a Plan to a User or a Team, you can either start 'Today' or 'On a custom date'. Users can also choose their desired start date if they purchase their own Plans in the app.

End Dates

Similar to the start date, with the custom end date, you can choose to end or edit the end date of the Plan whenever you or the User wish.

Plan Templates

Start Dates

If a User can purchase their own Plans in the app, they can select their start date.

End Dates

When creating Plan Templates, you can configure how the Plan end date will be set when your Users sign up. You can either set the default end date to never end, allow Users to choose their end date, or create a fixed term.

Note: If you are assigning Plans via the web dashboard, you can always choose the start and end date for a User or Team Plan. Learn how to do so here.

When configuring Plans, you have the option to control how they're provided for Users. Start dates and end dates are both customizable with a few settings in Optix. Let's break it down:

Start Dates

If a User can purchase their own Plans in the app, you can either allow them to select their start date or limit the settings so their Plan must begin on the date of purchase. To choose your preference, navigate to Settings > Features > Plans & Passes:

End Dates

If a User can purchase their own Plans in the app, you can provide the option for the User to choose their end date. Alternatively, you can set a customized length, or set the Plan to recur indefinitely. This is done when you're creating or editing the Plan itself.

Note: If you are assigning Plans via the web dashboard, you can always choose the start and end date for a User or Team Plan. Learn how to do so here.


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