Plans
•Plans are subscriptions or memberships that customers sign up for.
•They offer access to your space and other benefits for a set price.
•Plans can be billed on a cycle (weekly, monthly, yearly).
•Customers who sign up to a plan automatically become members.
•Plans include multiple benefits such as passes, money credits, or time credits.
•A contract is generated for each member based on the plan.
•Plans are automatically renewed and invoiced according to the billing cycle.
•Example: A Hot-Desk plan for $700/month including 20 day passes, 50 hours booking credit, and $20 money credit.
Products
•Products are items sold to customers outside of plans and contracts.
•They can be one-off or recurring purchases.
•Products can include physical items (food, drinks), passes, or credits (time, money).
•Products can be sold on the Members Portal or only by admins.
•Products differ from plans because customers with recurring products do not have an active contract and are not considered members.
•Products can be added to plans as plan components and charged every time the plan renews.
•Example: A $50 Parking product added to monthly plans charges members $50 every renewal.
Resources
•Resources are rooms or areas in your space that customers can book.
•Examples include meeting rooms, desks, or offices.
•Resources are booked for a set amount of time or per use.
•Resources have resource types that define pricing templates.
•Resources can have multiple prices based on customer type or time.
•Resources can be connected to floor plan units to show location and availability.
•Customers can book resources directly via the Members Portal if published.
•Example: A meeting room resource bookable by the hour.