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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