Disclaimer: This article is for clients who are a part of the All New Plans and Passes beta.

Creating Plan Templates is a great way to save time when adding common Plans to multiple Users or Teams. Plan Templates also enable you to allow your users to sign up for new plans themselves in-app or via the Sign-up Widget. Plan Templates must first be created in the Plans menu under Plan Templates, then they will become available to edit and assign to users and teams under All Plans.

  1. Click Plans from the left-hand menu

  2. Click Plan Templates

  3. Click Add Plan Template

  4. Enter a Plan Template name and description and set your preferences for ‘User visibility’ and ‘Default end date’

Note: The 'Visible to new users' toggles determines if new users can sign up to this Plan themselves in-app and through the Sign-up Web Widget. This is only relevant in-app if you have set your new user registration policy under Settings > Mobile app > New user registration policy to ‘Users can register themselves’. In all other cases, plans are only assigned by administrators.

5. For plans that have access and allowance for Bookings, Check-ins and/or Product purchases, click Add Item under ‘Included items’. Learn more about the different Access items you can include here.

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