For Admins | Plans
Learn how to create subscriptions to manage resource usage in your organization
20 articles in this collection
Written by Cassi M and Alison Parker
Written by Cassi M and Alison Parker
About Plans
What is a plan?
As an admin, learn what plans are and how they will benefit your organization in Optix
Written by Alison Parker
Updated yesterday
Updated yesterday
What is a public-facing plan?
As an admin, learn why you’d make a plan private or public to users
Written by Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
What are plan allowances?
As an admin, learn about usage of resources when assigned to a plan
Written by Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
Common Plan Settings (Examples)
As an admin, view examples of common plan settings you can follow
Written by Alison Parker
Updated yesterday
Updated yesterday
Editing Plans
How do I edit a plan?
As an admin, learn how to make changes to an existing plan
Written by Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
How do I require users to pay a deposit?
As an admin, learn how to use plans to collect deposits through Optix
Written by Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated yesterday
Updated yesterday
Managing Plans
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 Alison Parker
Updated yesterday
Updated yesterday
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 Alison Parker
Updated today
Updated today
How do I charge users for retroactive plan usage?
As an admin, learn how to charge users for retroactive plan usage
Written by Alison Parker
Updated today
Updated today
What is the Subscription Timeline feature?
As an admin, learn how to view the history of a plan subscription
Written by Cassi M
Updated today
Updated today
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 Alison Parker
Updated today
Updated today
Removing Plans
How do I delete a plan?
As an admin, learn how to delete an unused plan
Written by Alison Parker
Updated today
Updated today
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 today
Updated today