Manage plans
Add Document Checklist
You can create a document checklist for each plan to ensure customers are well prepared before their meeting. Things to Keep in Mind Customers will see the checklist once they have purchased the plan. Assigned members can view and upload documents ...
Writing a Good Plan
A clear, structured plan helps customers easily understand what you're offering and sets the right expectations. Things to Keep in Mind Keep a logical flow across sections so the plan feels structured. Make sure each section works together. Use ...
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 ...
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. ...
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 ...