Creating Membership Plans

What Is a Plan?

A plan is a recurring membership — for example, a monthly hot desk pass or a dedicated desk subscription. Members subscribe to a plan and are billed automatically on a set schedule.

Creating a Plan

1. Go to Inventory → Plans
2. Click Create plan
3. Fill in:
   • Name — e.g., "Hot Desk Monthly", "Dedicated Desk Annual"
   • Location — which site this plan belongs to
   • Resource Type — the type of space covered: Dedicated Desk, Hot Desk, Office, or Other
   • Price — the recurring charge
   • Billing cycle — Weekly, Monthly, or Yearly
   • Access to meeting rooms — Limited (counts against any meeting room allowance) or Free (unlimited access)
   • Visibility — Public (shown on portal) or Hidden (secret link only)
   • Require Confirmation — whether subscriptions need manual approval
4. Save

Resource Type

Setting a Resource Type tells members what kind of access the plan covers. It does not reserve a specific individual desk or office — it defines the category. If members need a specific dedicated desk assigned, do that from the member's subscription once created.

Annual Plans

For annual billing, set the cycle to Yearly. The member is charged once a year. The first invoice is still prorated if they join mid-cycle — see the How Prorata Billing Works guide.

Editing a Plan

You can edit a plan's name, description, and price at any time. Price changes apply to new subscriptions only — existing members continue at the rate they originally subscribed to.

Deleting a Plan

Deleting a plan prevents new members from subscribing to it. Existing subscriptions on that plan continue until cancelled.

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Common Questions

Can I offer a free trial? Not directly from plan settings. You can create a plan at €0 for a trial period and then manually switch the member to the paid plan when the trial ends.

Can I have different prices for different locations? Yes — create separate plans per location and set the appropriate price for each.

Where do I manage existing subscriptions? In Operations → Subscriptions. See the Managing Subscriptions guide.