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Adding and Editing Membership Plans

Membership plans define the access levels, benefits, and pricing for your members.

Updated over a month ago

Creating a New Membership Plan

Navigate to Space Settings and select Membership Plans. Click the Add Plan button to start the creation process.

Choose Plan Type

First, select the type of membership plan you want to create:

  • Fixed Plan: Perfect for day passes, monthly memberships, or any fixed-duration access. Members get dedicated desk access for a specific time period.

  • Flex Plan: For flexible memberships like "10 entries in a month" or unlimited visits within a validity period. Members pay for a set number of visits that must be used within the plan's duration.

Plan Details

After selecting your plan type, fill in the essential information:

  • Plan Name: A clear and descriptive name (e.g., "Full-Time Hot Desk", "10-Day Pass", "5-Hour Access").

  • Price: The cost of the membership plan in your space's currency.

  • Validation Period: Choose whether the plan's validity is measured in Days or Hours, then specify the duration (e.g., 30 days, 5 hours). All plans require a validity period.

  • Total Entries: For Flex Plans only - specify how many visits or entries the plan includes (e.g., 10 entries).

⚠️ Important Note for Hourly Plans:

When creating an hourly plan (Validation Period set to Hours), please be aware that:

  • The membership will grant access for the full day the member chooses to start it.

  • The enforcement of the hour limit (e.g., 3 hours, 5 hours) is not automated by the system. Space staff must manually track the member's usage time starting from their arrival at the space.

Desk Assignment

Assign the desk resources members on this plan can access:

  • For Fixed Plans, you must select exactly one desk resource. Use the radio buttons to choose a single desk.

  • For Flex Plans, you can select one or more desk resources using checkboxes. Members can use their entries at any assigned desk.

  • The availability and capacity of desks are shown to help with assignment.

Additional Benefits

Enhance the plan by adding extra perks:

  • Select resources like Meeting Rooms (specify minutes of access) or Products (specify quantity, e.g., 5 coffees).

  • For products, simply enter the number of items included (no "entries" unit is shown).

  • These benefits are granted to members upon activating this plan.

Saving the Plan

Once all details, desk assignments, and benefits are configured, click Create Plan. The new plan will appear in your list.

Editing an Existing Membership Plan

Find the plan you wish to modify on the Membership Plans page. Access the edit options (usually via a menu on the plan card).

What You Can Edit: Plan name, price, validation period, desk assignments, and benefits. Plan type cannot be changed after creation.

Important: Changes only affect new memberships. Existing members keep their current plan settings.

Deleting a Membership Plan

Select the delete option from the plan's menu. You will be asked to confirm.

⚠️ A plan cannot be deleted if it has active members currently assigned to it. You must first ensure no members are actively using the plan before deletion is possible. If deletion is blocked, consider editing the plan to make it unavailable for new signups instead. Deleting a plan permanently removes it and its associated configurations.

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