> For the complete documentation index, see [llms.txt](https://easy-space.gitbook.io/easy-space-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easy-space.gitbook.io/easy-space-docs/space-settings/adding-and-editing-membership-plans.md). # Adding and Editing Membership Plans ## Creating a New Membership Plan Navigate to `Space Settings` and select `Membership Plans`. Click the `Add Plan` button to start the creation process. ### Choose Plan Type First, select the type of membership plan you want to create: * **Fixed Plan:** Perfect for day passes, monthly memberships, or hourly passes. Members get dedicated desk access for a specific time period. * **Flex Plan:** For flexible memberships with a set number of entries. Members pay for a specific number of visits that must be used within the plan's validity period. Flex Plans support three entry types: Full Day, Hourly, or Fixed Slot. * **Recurring Plan:** Designed for monthly recurring memberships that automatically renew each calendar month. Perfect for members who want continuous monthly access without manually renewing each month. The duration is fixed at one calendar month and cannot be changed. Billing is anchored to the subscription date (e.g., a membership starting on the 15th renews every 15th). ### Plan Details After selecting your plan type, fill in the essential information: * **Plan Name:** A clear and descriptive name (e.g., "Full-Time Hot Desk", "10-Day Pass", "Monthly Recurring Membership"). * **Price:** The cost of the membership plan in your space's currency. * **Validation Period:** Specify the duration in days (e.g., 30 days). For **Recurring Plans**, the duration is automatically set to one calendar month and cannot be changed. All plans require a validity period. * **Total Entries:** For Flex Plans only - specify how many visits or entries the plan includes (e.g., 10 entries). ### Flex Plan Entry Types When creating a Flex Plan, you'll need to choose how members book their entries. You have three options: * **Full Day:** Members pick any date, and the booking covers the entire day (from midnight to midnight). Perfect for flexible day passes where members can use the space for a full day whenever they choose. * **Hourly:** Members pick a date and select a start hour. The booking lasts for a specified duration (e.g., 3 hours). For example, if a member selects 10:00 AM, their booking runs from 10:00 AM to 1:00 PM. This gives members flexibility to choose their preferred working hours. * **Fixed Slot:** Members pick a date only, and the time window is predetermined (e.g., morning shift 09:00-14:00 or night shift 22:00-06:00). Perfect for shift-based plans where you want to control when members can access the space. After selecting the entry type, you'll configure the specific settings: * **For Hourly:** Set the entry duration in hours (e.g., 3 hours per entry) * **For Fixed Slot:** Set the start and end times for the shift window. These times must fall within the desk's operating hours. * **For Full Day:** No additional configuration needed - members simply select dates You can also optionally restrict entries to specific days of the week (e.g., weekends only) for any entry type. ### Fixed plan: Hourly pass When creating a Fixed Plan with one desk assigned, you can set it up as an **hourly pass**. Enter the duration in hours (e.g. 1 hour, 2 hours). When members buy the plan, they pick a date and start time — that's it. ### Desk Assignment Assign the desk resource members on this plan can access: * For **Fixed Plans**, you can select **zero or one** desk resource. Use the radio buttons to choose a single desk or select "No desks" for social memberships. * For **Flex Plans**, you **must select exactly one** desk resource. Use the radio buttons to choose a single desk. Members can use their entries at the assigned desk. * For **Recurring Plans**, you can select **zero or one** desk resource. Use the radio buttons to choose a single desk or select "No desks" for social memberships without desk access. * The availability and capacity of desks are shown to help with assignment. ### Restricting access to specific days When a plan has a desk assigned, you can optionally restrict which days of the week apply. This option is available for **Fixed Plan**, **Recurring Plan**, and **Flex Plan**. * **Fixed Plan and Recurring Plan:** Check **Restrict to specific days?** and select the days (e.g. MON–FRI for weekdays only, or MON, WED, FRI for a 3-days-per-week membership). Desk bookings are created automatically only on those days for the membership period. Members get recurring access on the selected days without having to book each week—ideal for part-time or set-schedule memberships (e.g. "every Monday" or "every Tuesday and Thursday"). * **Flex Plan:** The same option restricts which days members can book their entries (e.g. weekends only). Members choose dates when booking, but only dates that fall on the selected days are allowed. If you leave this option unchecked, the plan allows all days. To offer different day patterns (e.g. "2 days Mon+Wed" vs "2 days Tue+Thu"), create separate plans with the appropriate days selected. ### Additional Benefits Enhance the plan by adding extra perks: * Select resources like **Meeting Rooms** (specify minutes of access) or **Products** (specify quantity, e.g., 5 coffees). * For products, simply enter the number of items included (no "entries" unit is shown). * These benefits are granted to members upon activating this plan. ### Saving the Plan Once all details, desk assignments, and benefits are configured, click **Create Plan**. The new plan will appear in your list. ## Editing an Existing Membership Plan Find the plan you wish to modify on the **Membership Plans** page. Access the edit options (usually via a menu on the plan card). **What You Can Edit:** Plan name, price, validation period, desk assignments, and benefits. Plan type cannot be changed after creation. **Important:** Changes only affect new memberships. Existing members keep their current plan settings. ## Enabling or Disabling a Membership Plan You can temporarily hide a plan from members without deleting it. Use the menu (three dots) on each plan card and select **Disable Plan** or **Enable Plan**. * **When Disabled:** The plan shows a "Disabled" badge on the card. Your members will not see this plan on the public landing page or when purchasing memberships in the Members App. Existing members who already have this plan keep their access—only new signups are affected. * **When Enabled:** The plan is visible again to members and can be purchased. All plans are enabled by default when you create them. This is useful when you want to pause a seasonal offer, hide a plan while you update pricing, or keep a plan in your dashboard for reference without offering it to new members. ## Deleting a Membership Plan Select the delete option from the plan's menu. You will be asked to confirm. ⚠️ A plan cannot be deleted if it has **active members** currently assigned to it. You must first ensure no members are actively using the plan before deletion is possible. If deletion is blocked, consider editing the plan to make it unavailable for new signups instead. Deleting a plan permanently removes it and its associated configurations.