Plans are membership options or packages of services that customers can subscribe to, usually on a long-term or recurring basis. Common examples in coworking spaces include Hot desk unlimited, Hot desk (10 days), or Flex membership.
With plans, you can:
Structure and present your membership options to customers
Let customers sign up instantly or submit applications
Quickly set up new customers for subscriptions, using plans as templates.
Set up plans
Go to Billing > Plans.
Click
Create plan.
Plan configuration
Name — appears on customer invoices.
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 — customer-facing details of what is included.
Price — the fee for 1 cycle.
Setup fee — one-time charge to add to the customer's first invoice.
The setup fee is taxable but is not affected by discounts or invoice proration.
Custom tax rate — overrides the location's default tax rate for this plan.
Minimum commitment — the mandatory minimum number of cycles a customer can subscribe for.
Setting | Outcome |
Enabled | If commitment is more than 1 cycle:
|
Disabled | Customers can toggle "Renewal" off during sign-up and choose not to renew their subscription. |
Credits — expiring credits the customer will receive each cycle for bookings or purchases.
Day passes - expiring day passes the customer will receive each cycle for booking hot desks.
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 can see this plan and sign up immediately without admin involvement. |
Enable with "Request" type
| Customers can see this plan and submit a request to sign up. Administrators process requests as support tickets.
|
Disable "Sign-up" | The plan should remain visible only for administrators for creating subscriptions. |
Access — access control group. Appears if you have the integration with the access control system.
Printing — printing access group.
Exclusive access — customers on this plan have exclusive access to see or book these resources.
3. Tap Save.
Plans are designed for access without a dedicated resource.
Dedicated desks, offices, or other rentals — whether long-term, recurring, or hourly or daily access — are configured in Resources.
What's next
After creating your plans:
Customers can explore available plans and sign up or submit requests, depending on your settings
Administrators can quickly set up new members for subscriptions, using plans as ready-made templates with predefined pricing, benefits, and access.
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".
Can I offer discounts for plans?
Can I offer discounts for plans?
To offer targeted discounts on specific plans/for selected customers, create coupons and promo codes of "Subscription items" type. 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.
How to offer a package of hours for booking rooms?
How to offer a package 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 one-off package of credits at any time and use them for bookings.