For Admins | Plans & Passes

Learn how to create, edit and manage Plans and Passes in your organization

Cassi M avatar Kelly Yoon avatar Sarah L. avatar
34 articles in this collection
Written by Cassi M, Kelly Yoon, and Sarah L.
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
Sarah L. avatar
Written by Sarah L.
Updated over a week ago

How do I promote my Plans and Passes on the home screen in-app?

As an admin, learn how to promote your most popular Plans and Passes on the home screen of your app
Kelly Yoon avatar
Written by Kelly Yoon
Updated this week

How do I add a Pass to a User or Team?

As an admin, learn how to add Passes to a User or Team
Sarah L. avatar
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
Sarah L. avatar
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
Kelly Yoon avatar
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
Sarah L. avatar
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.
Sarah L. avatar
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.
Sarah L. avatar
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
Cassi M avatar
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
Sarah L. avatar
Written by Sarah L.
Updated over a week ago