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 and 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!

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.