A membership plan, or simply "plan," is a specific package of services customers can sign up for, often 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 locker rentals, 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, do the following:
Plan name —will appear on customer invoices and the Customers page overview.
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 — define whether and how customers can see and sign up for this plan.
Sign-up setting
Setting | Outcome |
Enable with the "Immediate" type when:
| Customers will see this plan in the general list of plans under the
|
Enable with the "Request" type when:
| Customers will see this plan in the general list of plans under the
|
Disable "Sign-up" when:
| Customers will see this plan under a specific resource (room, desk, office, etc.) rather than under the
|
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.
Minimum commitment setting
Enabled | Users automatically subscribe to the minimum commitment period you set within the plan.
|
Disabled | Users subscribe to the plan and 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.
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.
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?
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.