For Admins | Plans & Passes
Create, edit and manage Plans and Passes in your organization
By Sarah and 3 others4 authors36 articles
- What’s the difference between a Plan Template, a Plan and a Pass?
- What is a Plan?
- What is Allowance?
- What are the types of Allowance items that I can add to a Plan Template or Plan?
- How do I charge my Users weekly or bi-weekly, rather than monthly?
- How do I edit or remove a pass that's been added to a user/team account?
- 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 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 Drop-in or Day Pass Users?
- How do I customize the order of my Plans and Passes?