Go to Optix
All Collections
For Admins | Plans & Passes
For Admins | Plans & Passes
Learn how to create, edit and manage Plans and Passes in your organization
35 articles in this collection
Written by
Cassi M,
Kelly Yoon,
and
Sarah L.
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 four different types of Allowance items you can add to 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 over a week ago
Creating Plans & Passes
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
Common Plan Settings (Examples)
As an admin, view examples of common Plan settings you can follow
Written by
Sarah L.
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 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
Written by
Kelly Yoon
Updated over a week ago
How do I export my User's Plans
As an admin, learn how to export a list of all your Users' Plans
Written by
Kelly Yoon
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