Manage and Share Plans

Modified on Mon, 6 Jan at 6:41 PM

Keep your plans updated, organised, 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

Go to Plans: Navigate to Settings > Plans.
Plan Options: Click on any Plan to open its Plan Summary.
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.