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Create a plan

Learn how to create and configure a plan

Updated over 2 weeks ago

A membership plan, or simply "plan," is a specific package of services customers can sign up for on a long-term recurring basis. Typical examples of plans that coworking spaces offer are:

  • Monthly hot desk plan

  • Flex membership plan

  • Dedicated desk plan

  • Virtual office plan

  • Weekly coworking plan

You can also create any other types of membership plans you offer as plans. If you provide parking lots and lockers to your users, you can create distinct plans such as "Parking" and "Locker". These plans will function as standalone memberships and also as add-ons to the primary subscription.

Create a plan

To create a plan, open Spacebring and do the following:

  1. Go to Billing > Plans.

  2. Press the Create plan button.

  • Plan name — type any text for your reference. The plan name will appear on the Customers overview and invoice transactions.

  • Cycle — the interval of plan validity and frequency of subscription renewal. It can be either 1 day, 1 week, 1 month, 3 months, 6 months, or 1 year.

  • Description — a user-friendly explanation of what is included in the plan. The description is shown when people sign up for plans.

  • Price — the membership fee for one cycle. Invoicing must be enabled for this option to show up.

  • Custom tax rate — enable to set a custom tax rate for the plan if the fixed location tax doesn't apply to it.

  • Sign-up

  1. Disable "Sign-up" if:

    • This is a plan for renting a specific resource by subscribing to which users get their own assigned resource (room, desk, office, parking space, or equipment). Configure sign-ups via resources

    • The plan should remain hidden from the public and be used internally by administrators as a template for creating subscriptions.

  2. Enable and set to "Immediate" sign-up type if users should see this plan in the general list of plans under the Sign up button. Enable it when:

    • Subscribing to this plan doesn't provide users with their own assigned resource (e.g., room, dedicated desk, office, parking space, or equipment).

    • This plan provides general coworking access or shared-use membership.

    • This plan includes a package of credits or day passes for on-demand bookings. Configure sign-ups via the "Sign up" button

  3. Enable and set to "Request" sign-up type if:

  • Minimum commitment — enable to define the minimum commitment period for the plan (in cycles) to configure the shortest possible term for your customers. The Minimum commitment is automatically applied only when users subscribe independently, not when an administrator creates a subscription.

Sign-up settings

Meaning

Enabled with the "Request" type

Users can request a sign-up for the plan. Administrators process requests as support tickets.

Enabled with the "Immediate" type

Users can sign up for the plan immediately and make the payment without contacting an administrator.

Disabled

Users cannot see the plan in the app among other plans and sign up or apply for it. Only administrators can see the plan and select it when creating a subscription for the user or company.

Enabled "Minimum commitment"

Users automatically subscribe to the minimum commitment period you set within the plan.

  • For plans with a minimum commitment of more than 1 cycle: Users cannot manage plan renewal. This feature is automatically blocked during the sign-up process to ensure the commitment is fulfilled.

    Example: If a plan has a 1-month period with a 3-cycle minimum commitment, users subscribe for a mandatory 3 months. After this initial period, the subscription remains recurring. To request a subscription cancellation, users should contact an administrator.

  • For plans with a minimum commitment of exactly 1 cycle: Users can manage the plan renewal during the sign-up process. This single-cycle commitment acts as a standard recurring subscription.

Disabled "Minimum commitment"

Users subscribe to the plan and can manage the plan renewal during the sign-up process.

  • Credits — the number of expiring credits that will be given to a company or individual user every cycle. These credits expire at the end of every cycle. Credits must be enabled for this option to show up.

  • Day passes - the number of temporary day passes that will be given to a company or individual user every cycle for booking a hot desk. The day passes expire at the end of every cycle. Day passes must be enabled for this option to show up.

  • Discounts — offer a lower price to book rooms and desks, and purchase event tickets and services.

  • Access — grant access to a certain group for as long as the plan is active.

  • Printing - grant printing access to a certain group for as long as the plan is active.

3. Tap Save.

4. All the plans added will become available for creating the subscription and plan sign-up or sign-up requests.

Our recommendations

  • To offer targeted discounts on specific plans for selected customers, use coupons and promo codes for subscription items. Create coupons and apply them directly when creating subscriptions for users and companies, or share the promo code with customers to redeem the discount on their own when they sign up.

FAQ

How to create a custom plan for one customer?

Start creating the subscription for your customer, keep "Custom" in the "Plan" section and manually type the plan name, and price, and fill out other necessary fields.

How can I copy the link to all public plans?

To copy the link to all public plans, open Spacebring > go to Billing > Plans > press the menu (...) top right > "Copy link to all public plans".

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