Create a plan
Updated this week

A membership plan, or simply "plan," is a static product you offer customers. Typically plans are used to organize:

  • Monthly Hot Desk

  • Fixed Desk

  • Weekly Plan

... and other types of products you offer. If you provide parking lots and lockers to your users, you can create distinct plans such as "Parking" and "Lockers". These plans will function as standalone memberships and also as add-ons to the primary subscription, offering greater flexibility and customization options.

Create a plan

  1. Go to Locations > Settings > Plans.

  2. Create new plans by pressing Create button:

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

  • Period — the interval of plan validity. Can be either 1 day, 1 week, 1 month, 3 months, 6 month, 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 the period. Invoicing must be enabled in Settings for this option to show up.

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

  • Sign Up — allow all users to subscribe for the plan.

  • Credits — the number of temporary credits that will be given to a company or individual user every period. These credits expire at the end of every period. Credits must be enabled in Settings 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 period for booking a hot desk. The day passes expire at the end of every period. Day passes must be enabled in Settings > Desks for this option to show up. Use day passes

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

  • Kisi Group — grant access to a certain Kisi group for as long as a plan is active.

  • SALTO KS Group - grant access to a certain SALTO KS group for as long as a plan is active.

3. Tap Save.

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

Our recommendations

  • Ensure the "Sign-Up" option is disabled for plans offered exclusively to members.

  • Create separate plans for each type of office offered with the relevant price, access and printing groups, etc., and disable the "Sign-Up" option inside these plans. Users apply for offices individually, while administrators can quickly create a subscription for the required office.

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 a plan is different from a desk?

The plan defines the static product which several of your members can use at the same time and which is used for the repeating subscription. For example, a plan for one month in the Open Space or a monthly plan for Dedicated Desk. A desk in your app is a physical resource that can be rented on-demand and only by one person at the same time. That is why, if you offer something for a long-term rental (weekly, monthly, etc.), create it as a plan. Daily desk options must be sold via the Desks page.

Who can see plans?

1) Administrators can see all plans on the Locations > Settings > Plans.
2) App users can see the plans with the "Sign Up" option enabled. How users can view and sign up for plans

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