Create a Plan

Create a Plan

Plans outline the services your workspace offers, helping customers know what to expect from a booking. Keeping them clear and free of jargon ensures easy understanding and smooth communication.

Things to Keep in Mind

  • Create Plans: Only Owners and Managers can create and publish plans.
  • Basic Details: You won’t be able to publish a plan until all Basic Details are added.
  • GST Pricing: To include GST charges in the plan price, make sure to add your GSTIN.

How to Create a Plan

  1. Go to Plans: Navigate to Settings > Plans.
  2. Select Create to start a step-by-step setup process.
  3. Add Basic Details: Fill in plan info like Name, Description, Labels, Details, Call Duration, Buffer Time, and Pricing.
  4. Configure Advanced Details: Set up preferences like Scheduling Interval, Promotions, Listing Price, and Follow-up Preferences.
  5. Publish Plan: Review your details, click Done, and Publish your Plan!


Info Once published, you can copy the link to the plan page and share it with your customers.

Need More Help?

Still need assistance with publishing your plan? Reach out to our support team.

    • Related Articles

    • Create and Manage Rosters

      Rosters simplify connecting plans with the right members or teams in your workspace. By grouping them into a roster, you avoid assigning plans individually. Things to Keep in Mind Plan Availability: Plans need to be added to a roster before they can ...

    • Create and Manage Teams

      Teams let you organise members into groups, simplifying workflows when connecting them to plans. Things to Keep in Mind Adding Members: Members can be added or removed from teams anytime. Assigning to Rosters: Teams are added to rosters to connect ...

    • Use Labels to Organise Plans

      Labels categorize your plans, making them easy to navigate and manage. You can create individual labels or nest them under existing ones to maintain a structure. Things to Keep in Mind Assigning Labels: You can assign only one label per plan. ...

    • Set Up Listing Promotions

      Listing promotions let you create attractive offers by displaying a strikethrough on your plan’s original price, making it easier to boost sales. Things to Keep in Mind Only Owners and Managers can set listing prices. The strikethrough shows the ...

    • Manage and Share Plans

      Keep your plans updated, organized, and accessible. Use tools like preview, edit, or share them for instant bookings. Things to Keep in Mind Permissions: Only Owners and Managers can manage plans. Plan Visibility: Sharing the plan link allows others ...