For Admins | Plans

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

23 articles in this collection
Written by Cassi M and Jenna C.

Quick Guide to Plans

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

Written by Jenna C.
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 Jenna C.
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 Jenna C.
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 Jenna C.
Updated over a week ago

What are plan allowances?

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

Written by Jenna C.
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 Jenna C.
Updated over a week ago

Common Plan Settings (Examples)

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

Written by Jenna C.
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 Jenna C.
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 Jenna C.
Updated over a week ago

How do I require users to pay a deposit?

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

Written by Jenna C.
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 Jenna C.
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 Jenna C.
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 Jenna C.
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 Jenna C.
Updated over a week ago

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 Jenna C.
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 Jenna C.
Updated over a week ago

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 Jenna C.
Updated over a week ago

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 Jenna C.
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 Jenna C.
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 Jenna C.
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 Jenna C.
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 over a week ago