Learn how to create a new plan in your Optix dashboard.
Plans allow you to offer custom access and amenities to the members and teams of your venue. Here's a quick overview on how to create a plan:
- Log in to your Optixapp.com subdomain
- Select in to the Plans tab from the left-hand menu
- Click blue plus button to get started
- Enter details of your new plan, including a name, description, types of access, amenities offered, pricing, etc.
- When you're ready, click Save
Note: if creating a plan for an amenity (e.g. printing, virtual office services) you do not have to add any access layers to the plan. You can just enter the description and the charge.
To learn more about adding space access to a plan, click here.
To learn more about including paid amenities in a plan, click here.
To learn how to set the pricing for plans, click here.
To learn how to edit or delete an existing plan, click here.