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

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Creating your plans is the first step to start using plans in your space.

You can create plans from scratch or use one of our wizard to create typical plan structures in just a few clicks.

Creating Full-time Plans

This wizard lets you create a monthly plan with unlimited access to your space. This plan will include 7 passes per week to let members access your space 24/7.

  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 Add plan.

  4. Click on the Full time plan tile.

  5. Name your plan.

  6. Price your plan.

  7. Click Add plan.

Your plan record opens. You can edit its settings and add benefits straight away to complete the setup.

Creating Part-time Plans

This wizard lets you create a part-time monthly plan with limited access to your space. You define the maximum number of hours you want to allow access every month and the plan will include a time pass that includes access for that set number of hours.

  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 Add plan.

  4. Click on the Part-time plan tile.

  5. Name your plan.

  6. Price your plan.

  7. Define how many hours of access you want to include in the plan every month.

  8. Click Add plan.

Your plan record opens. You can edit its settings and add benefits straight away to complete the setup.

Creating Plans from Scratch

You also have the option to create your plan from scratch and define its settings as you'd like.

  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 Add plan.

  4. Click on the Manual entry tile.

  5. Name your plan.

  6. Select the location where you want to make the plan available.

Select your network location if you want the plan to be available in every other location.
  1. Add a Plan description.

This description will be visible on the Members Portal.

  1. Add a Category for the plan.

This category is used to group similar plans together on the Members Portal.

  1. Enable the Display this product on the website and the App toggle to publish the plan on the Members Portal and apps.

  2. Click the Save Changes button.

Your plan record opens. You can edit its settings and add benefits straight away to complete the setup.


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