For Admins | Plans

Learn how to create subscriptions to manage resource usage in your organization

30 articles in this collection
Written by Cassi M, Kelly Yoon, and Sarah L.

Quick Guide to Plans

As an admin, learn how to navigate the Plans section of the Optix dashboard

Written by Sarah L.
Updated over a week ago

About Plans

What is a plan?

As an admin, learn what plans are and how they will benefit your organization in Optix

Written by Sarah L.
Updated over a week ago

What is a public-facing plan?

As an admin, learn why you’d make a plan private or public to users

Written by Sarah L.
Updated over a week ago

What is the difference between the 'hourly bookings' and 'daily check-ins' access types?

As an admin, learn how to add access grants on to plans in Optix

Written by Sarah L.
Updated over a week ago

What are plan allowances?

As an admin, learn about usage of resources when assigned to a plan

Written by Sarah L.
Updated over a week ago

Creating Plans

How do I create a plan in Optix?

As an admin, learn how to set up a plan in your dashboard

Written by Sarah L.
Updated over a week ago

How to create a one-time plan in Optix?

As an admin, learn how to create one-time plans

Written by Kelly Yoon
Updated over a week ago

Common Plan Settings (Examples)

As an admin, view examples of common plan settings you can follow

Written by Sarah L.
Updated over a week ago

Editing Plans

How do I edit a plan?

As an admin, learn how to make changes to an existing plan

Written by Sarah L.
Updated over a week ago

How do I edit a plan for a particular user or team?

As an admin, learn how to change plan settings for users or teams in your organization

Written by Sarah L.
Updated this week

How do I require users to pay a deposit?

As an admin, learn how to use plans to collect deposits through Optix

Written by Sarah L.
Updated over a week ago

How do I charge a setup fee for pay-as-you-go users?

As an admin, learn how to create a one-time setup fee for users on pay-as-you-go plans

Written by Sarah L.
Updated over a week ago

What does 'default contract length' mean?

As an admin, learn how to control whether or not users can specify their own end date on a plan when signing-up

Written by Sarah L.
Updated over a week ago

How do I add more than one location to a plan?

As an admin, learn how to offer users with plans across your coworking spaces

Written by Sarah L.
Updated over a week ago

Managing Plans

How do I know when a user's plan is about to end?

As an admin, learn how to configure your settings to be notified when a user’s plan is about to end.

Written by Sarah L.
Updated this week

How do I let a user know their Plan is about to end?

As an admin, learn how to set up a Zapier trigger to let a user know their plan is ending.

Written by Sarah L.
Updated over a week ago

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

Written by Sarah L.
Updated this week

How do I assign a plan to a user or team?

As an admin, learn how to assign plans to a user or teams

Written by Sarah L.
Updated this week

How can I manage day pass users in my organization?

As an admin, learn how to utilize Optix to handle payments for day pass and drop-in users

Written by Sarah L.
Updated over a week ago

How do I charge users for retroactive plan usage?

As an admin, learn how to charge users for retroactive plan usage

Written by Sarah L.
Updated over a week ago

What is the Subscription Timeline feature?

As an admin, learn how to view the history of a plan subscription

Written by Cassi M
Updated over a week ago

How do I apply a discount to the price of a plan?

As an admin, learn how to provide a discount on plans for your users

Written by Sarah L.
Updated over a week ago

Removing Plans

How do I delete a plan?

As an admin, learn how to delete an unused plan

Written by Sarah L.
Updated over a week ago

How do I cancel a plan that has been assigned to a user or team?

As an admin, learn how to unsubscribe a user or team from their assigned plan

Written by Cassi M
Updated this week

All New Plans and Passes (Beta)

What’s the difference between a Plan Template, a Plan and a Pass?

As an admin, learn the differences between a Plan Template, a Plan, and a Pass

Written by Sarah L.
Updated over a week ago

How do I add a Plan to a User or a Team?

As an admin, learn how to add a Plan to a User or a Team

Written by Sarah L.
Updated this week

How do I add a Plan Template in Optix?

As an admin, learn how to add a Plan Template

Written by Sarah L.
Updated this week

How do I add a Pass in Optix?

As an admin, learn how to create Passes

Written by Sarah L.
Updated over a week ago

How do I add a Pass to a User or Team?

As an admin, learn how to add Passes to a User or Team

Written by Sarah L.
Updated over a week ago

How do I enable Users to sign up for Plans?

As an admin, learn how to make your Plans and Passes visible in-app and in the Sign-up Web Widget for your users to purchase

Written by Sarah L.
Updated this week