Manage and Share Plans

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 to view and book it immediately.

How to Manage and Share Plans

  1. Go to Plans: Navigate to Settings > Plans.
  2. Plan Options: Click on any Plan to open its Plan Summary.
  3. Choose an Action:
    • Copy Link: Share the plan for direct viewing and booking.
    • Click on the three dots (⋮) to:
      • Preview Plan: See how customers will view the plan.
      • Move to Draft: Unpublish the plan to make edits or pause bookings.
      • Remove Plan: Permanently delete the plan.


Need More Help?

Contact our support team.

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