A plan is a membership, package of services, or access that customers can sign up for, typically on a long-term, recurring basis. Plans allow customers to sign up independently or submit sign-up requests and automate subscriptions.
Examples of plans that coworking spaces offer are:
Hot desk unlimited
Hot desk 10 days
Flex membership
Plans are used for long-term or recurring access without a dedicated resource.
Dedicated desks, offices, or other resource rentals — including long-term, recurring, as well as hourly or daily access — are configured in Resources.
Create a plan
Go to Billing > Plans.
Click
Create plan.
Plan configuration
Name —will appear on customer invoices and the Customers page overview.
Cycle — the interval of plan validity and how often the subscription renews. Available options: 1 week, 1 month, 3 months, 6 months, or 1 year.
Description — a customer-facing explanation of what the plan includes.
Price — the fee for one cycle.
Custom tax rate — enable to set a plan-specific tax rate if the location's default tax doesn't apply.
Minimum commitment — enable to define the minimum subscription period for this plan (in cycles).
Setting | Outcome |
Enabled | For plans with a minimum commitment of more than 1 cycle:
|
Disabled | Customers can manage the "Renewal" switch during sign-up and decide whether they want to subscribe for only one week/month, etc., or for an automatically recurring subscription. |
Day passes - the number of temporary day passes that will be allocated to a customer with every subscription renewal 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 discounts on certain services to members subscribed to this plan.
Sign-up — control whether and how customers can see and sign up for this plan.
Sign-up setting
Setting | Outcome |
Enable with "Immediate" type | Customers will see this plan and can sign up immediately without contacting an administrator. |
Enable with "Request" type
| Customers will see this plan and can submit a request to sign up. Administrators process requests as support tickets.
|
Disable "Sign-up" | The plan should remain hidden from the public and only be used internally by administrators as a template for creating subscriptions. |
Access — automatically grant access to certain doors to members subscribed to this plan for the duration of their subscription.
Printing - automatically grant printing access to a certain group to members subscribed to this plan for the duration of their subscription.
Exclusive access — customers on this plan will have exclusive access to see or book these resources. Make sure that in the resource settings, "Visibility" and/or "Booking" permissions are also set to "Members with exclusive access".
3. Tap Save.
4. All the plans added will become available for creating subscriptions and plan sign-ups or sign-up requests.
Our recommendations
To offer targeted discounts on specific plans for selected customers, create 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?
How to create a custom plan for one customer?
Start creating the subscription for your customer, keep "Custom" in the "Product" field, and manually type the plan name, price, and other allowances.
How can I copy the link to all public plans?
How can I copy the link to all public plans?
Go to Billing > Plans > press the menu (...) top right > "Copy link to all public plans".
How to offer a package of hours for booking rooms?
How to offer a package of hours for booking rooms?
To offer a package of a specific number of hours for booking rooms, you can use any of the following options:
Create a membership plan with credits: This is ideal for recurring packages. Customers subscribe to a plan and automatically receive a set number of expiring credits each cycle to use for bookings.
Create a credit package: This is best for one-off purchases. Customers can buy a package of permanent credits at any time and use them for bookings.