Adding Benefits to Plans
  • 25 Nov 2021
  • 2 Minutes to read

Adding Benefits to Plans


You can add benefits to any of your plans. Plan benefits can include:

  • Money credits
  • Time credits
  • Passes
  • Printing credits

Adding Money Credits to Plans

Money credits are a set amount that you make availbale to customers via their plan. Money credits be available to book

  • All resources or some resources
  • All or some events
  • All or some products
  • All or some plans
  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the relevant plan.

  4. Click on the Benefits tab.

  5. Click Add money credit

  6. Name your credit and define its amount.

  7. Select the relevant options in the Bookings and Events sections.

Plans_MoneyCredits.png

  1. Enable the Universal credit toggle if you want to let customers use this credit to pay for specific plans and/or products.

Plans_UniversalCredit.png

  1. Define the credit's Expiration.

  2. Click the Save Changes button.

The money credit now appears in the Benefits tab. You can repeat the process if you want to include other money credits to the selected plan.

Adding Time Credits to Plans

Time credits are a set number of minutes that customers can use to book resources in your space. Time credit can be used to book any resource or only specific types.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the plan that you want to edit.

  4. Click on the Time credit tab.

  5. Click Add time credit.

  6. Select a time credit type in the Valid to book drop-down list.

  7. Define the number of units you want to include in the time credit.

  8. Define the time credit's Expiration.

  9. Click the Save Changes button.

The time credit now appears in the Benefits tab. You can repeat the process if you want to include other time credits to the selected plan.

Adding Passes to Plans

Passes allow your customers to check in and out of your space. Passes are also a key component of customer access if you use Wi-Fi based check-in or an access control system integration.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the plan that you want to edit.

  4. Click Add pass.

  5. Select the pass that you want to add.

  6. Define the number of passes that you want to include.

Members will receive that number of passes every time their plan is renewed.
  1. Define the passes Expiration.

The passes now appears in the Benefits tab. You can repeat the process if you want to include other passes to the selected plan.

Adding Printing Credits to Plans

Printing credits let customers print up to a certain number of units.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the plan that you want to edit.

  4. Click Add printing credit.

  5. Select your printing credit in the Valid to print drop-down list.

  6. Define the printing credits Amount.

  7. Define the printing credits Expiration.

  8. Click the Save Changes button.

The printing credits now appears in the Benefits tab. You can repeat the process if you want to include other printing credits to the selected plan.