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

When adding Allowance to a User or Team, you can choose to add a Plan or a Pass. A Plan Template is a template for quickly adding Plans to Users and Teams.

Plan Template

Plan Templates are great for the recurring Plans you use most often. Once a Plan Template is created, it’s saved and available in your dashboard to further customize once you wish to assign a Plan to a User or Team. You can also choose to have Plan Templates displayed for your Users to purchase.

Click here to learn how to create a Plan Template.


Plans in Optix serve two primary purposes:

  1. Provide users recurring access and/or allowance (hours, uses, currency amount, or custom currency) to Resources, Products, and/or Location(s).

  2. Plans are set up on a recurring basis (i.e. every week, month, quarter, etc) and are integrated with the invoicing functionality in Optix. They can be added to an individual User or a Team.

When creating a Plan, you can either build from an existing Plan Template or start from scratch. Click here to learn how to create a Plan.


Passes are packages of access and/or allowance for Bookings, Check-ins and/or Product purchases that your Users purchase. Passes don’t recur, but you can define whether they have an expiration date or not.

You can also think of a Pass like ‘topping up’ the Allowance in a User’s wallet. If a User wants to purchase an additional Allowance, they’d simply be able to purchase a Pass.

Click here to learn how to create a Pass.

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