For Admins | Plans & Passes
Learn how to create, edit and manage Plans and Passes in your organization
By Sarah and 2 others3 authors37 articles
Quick Guide to Allowance, Plans & Passes
How do I add a custom Allowance to a User or a Team's account?
What’s the difference between a Plan Template, a Plan and a Pass?
What is a Plan?
How does a User or Team get more Allowance?
What is Allowance?
What are the types of Allowance items that I can add to a Plan Template or Plan?
What’s the difference between Allowance with overuse vs the Allowance only model?
What is the difference between Check-ins and Allowance?
How do I duplicate a Plan?
How to create a one-time Plan in Optix?
How do I create a Plan Template in Optix?
How do I create a Pass in Optix?
What is user visibility on Plan Templates and Passes?
How do I give Allowance, Discounts, and/or Visibility to custom groups of Resources, Products, and/or Locations?
Common Plan Settings (Examples)
How do I add a Plan to a User or a Team?
How do I promote my Plans and Passes on the home screen in-app?
How do I export my User's Plans
How do I add a Pass to a User or Team?
How do I enable Users to purchase a Plan and/or Pass on my website?
How do I manually edit a User’s or Team’s Allowance?
How do I control the start and end dates of a User's Plan?
How do I know when a User's Plan is about to end?
How do I let a User know their Plan is about to end?
What is the Plan Timeline feature?
How can I manage guests or visitors in my organization?
How do I customize the order of my Plans and Passes?