- 09 Oct 2023
- 2 Minutes to read
Defining Plan Limits
- Updated on 09 Oct 2023
- 2 Minutes to read
All plans in your inventory include a Limits tab that lets you do the following:
Define whether or not members are able to cancel their contract via the Members Portal or the Passport app
Limit the number of members able to sign up to this specific plan
Define a minimum term for the plan
Define a maximum term for the plan
Define a mandatory cancellation notice
Define what should happen to members who fail to pay their invoices
Enable the Customers in this plan can request a cancellation from the portal or the app toggle if you want to limit members' ability to cancel their contracts via the Members Portal and the Passport app.
Maximum Number of Members
This limit lets you control how many members can be signed up to the selected contract at all times. This limit is particularly useful if you offer plans that include specific benefits or perks that require more manual action. It's also a great limit to control how many customers can become members based on your space's capacity.
For example, you offer premium memberships with a dedicated help desk or you only have 20 dedicated desks and don't want more than 20 customers to be able to sign up to the corresponding plan.
For example, if you set the limit to 20, you can have up to 20 customers signed up to the plan at all times and any number of admin users also signed up to the same plan.
Minimum Contract Term
This limit lets you prevent cancellations before a set number of days. This is particularly useful if you don't want members to cancel their plans before a certain number of billing cycles.
For example, you want to make sure new customers stay members for at least 3 months.
Cancellation Notice Period
This limit lets you prevent last minute plan cancellation by defining however many days of notice you'd like to receive. This limit is particularly useful if you want to make sure customers canceling their plan give you enough time before effectively leaving your space.
For example, you offer plans for private offices and you want customers to let you know ahead of time so you can prepare the end of their tenancy.
This limit lets you automatically cancel member contracts after a set number of billing cycles. This limit is particularly useful if your space doesn't offer plans on a rolling basis.
For example, you want monthly plans to automatically cancel after 12 months or billing cycles.
Unpaid Account Cancellation
This limit lets you automatically suspend members who have due invoices for this plan past a set number of days. Suspended customers cannot make any new bookings or use most of the Members Portal features until they pay their due invoices.
For example, you want all members with invoices due for more than 3 days to be suspended.
For example, if a customer has a due invoice for a booking but no due invoice for the plan with this automated suspension, they won't be suspended.