For Admins | Plans & Passes

Quick Guide to Allowance, Plans & Passes

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

Written by Sarah L.
Updated over a week ago

How do I add a custom Allowance to a User or a Team's account?

As an admin, learn how to add a custom Allowance to a User or a Team's account

Written by Kelly Yoon
Updated over a week ago

About Allowance, Plans & Passes

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

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

How does a User or Team get more Allowance?

As an admin, learn how Users and Teams get more Allowance

Written by Kelly Yoon
Updated over a week ago

What is Allowance?

As an admin, learn about what Allowance in Optix is

Written by Sarah L.
Updated over a week ago

What are the types of Allowance items that I can add to a Plan Template or Plan?

As an admin, learn about the five different types of Allowance items you can add in your Plan Templates, Plans, and Passes.

Written by Kelly Yoon
Updated over a week ago

What’s the difference between Allowance with overuse vs the Allowance only model?

As an admin, learn about the difference between the two different Allowance models

Written by Kelly Yoon
Updated over a week ago

What is the difference between Check-ins and Allowance?

As an admin, learn how to add access to Plans in Optix

Written by Sarah L.
Updated this week

Creating Plans & Passes

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

How do I add a Plan Template in Optix?

As an admin, learn how to add a Plan Template

Written by Sarah L.
Updated over a week ago

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

What is user visibility on Plan Templates and Passes?

As an admin, learn about the User visibility settings of a Plan Template or Pass

Written by Sarah L.
Updated over a week ago

How do I give Allowance, Discounts, and/or Visibility to custom groups of Resources, Products, and/or Locations?

As an admin, learn how to give Allowance, Discounts, and/or Visibility to custom groups of Resources, Products, and/or Locations

Written by Kelly Yoon
Updated over a week ago

Editing Plans & Passes

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 Template?

As an admin, learn how to edit a Plan Template

Written by Kelly Yoon
Updated over a week ago

How do I edit a Pass?

As an admin, learn how to edit a Pass

Written by Kelly Yoon
Updated over a week ago

How do I edit a Plan that’s been added to a User or Team?

As an admin, learn how to edit a Plan for a particular User or Team

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 Locations

Written by Sarah L.
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 Sarah L.
Updated over a week ago

Managing Plans & Passes

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 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 over a week ago

How do I manually edit a User’s or Team’s Allowance?

As an admin, learn how to manually edit a User’s or Team’s Allowance

Written by Kelly Yoon
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 over a week ago

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 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 Sarah L.
Updated over a week ago

What is the Plan Timeline feature?

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

Written by Cassi M
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 Sarah L.
Updated over a week ago

Removing Plans & Passes

How do I delete a Plan Template?

As an admin, learn how to delete a Plan Template

Written by Kelly Yoon
Updated over a week ago

How do I delete a Pass?

As an admin, learn how to delete a Pass

Written by Kelly Yoon
Updated over a week ago

How do I cancel a Plan that’s been added to a User or Team?

As an admin, learn how to cancel a Plan that’s been added to a User or Team

Written by Cassi M
Updated over a week ago