In this section, we will be working with the Plans and products previously created, for more information about creating plans and products , you can refer to the Configuring your plans, products, and passes article.
Selling a plan
On the main page, click "Billing & products", click "Plans, products, passes", and then click the "Plans" tab.
Only Plans can be bought from this view
To specify on whose behalf you would like to purchase the plan, click the "For" dropdown box at the top and select the user, if you have more than one workspace, you can select it by clicking the "At" dropdown box.
Select the start date by clicking the "Start Date" dropdown box.
Locate the plan that you would like to purchase
Find the "Buy" button by hoovering your mouse over the plan picture and click it
If the start date selected is not available, you will see a message under the plan title stating that the plan is "Not available for these dates", you can still click the buy button and select another start date in the next screen if needed
Enter the information desired and click Add to cart.
Archie tip: When setting the plans you can select if you want users to pick a commitment term or not depending on what you want to achieve. You can also specify the minimum quantity to be bought.
Review that the information is accurate
Click Payment
Select the payment method.
Click Confirm & pay
Click Close to return to the plans window.
Selling a service or a product
On the main page, click "Billing & products", click "Plans, products, passes", and then click the "Products & services" tab.
Only products and services can be bought from this view
To specify on whose behalf you would like to make the purchase, click the "For" dropdown box at the top and select the user, if you have more than one workspace, you can select it by clicking the "At" dropdown box.
Select the start date by clicking the "Start Date" dropdown box.
Locate the product or service that you would like to purchase
Find the "Buy" button by hoovering your mouse over the plan picture and click it
Enter the information desired and click Add to cart.
Review that the information is accurate
Click Payment
Select the payment method.
Click Confirm & pay
Click Close to return to the product & services window
Archie tip: When setting a service you can select if you want users to pick a commitment term or not depending on what you want to achieve.
Selling a pass
On the main page, click "Billing & products", click "Plans, products, passes", and then click the "Day passes" tab.
Only Day passes can be bought from this view
To specify on whose behalf you would like to purchase the plan, click the "For" dropdown box at the top and select the user, if you have more than one workspace, you can select it by clicking the "At" dropdown box.
Locate the day pass that you would like to purchase
Find the "Buy" button by hoovering your mouse over the plan picture and click it
Enter the information desired and click Add to cart.
Review that the information is accurate
Click Payment
Select the payment method.
Click Confirm & pay
Click Close to return to the plans window.
Managing your passes & check-ins
When a "day pass" is configured in the app, you can configure which elements will the client have access to when using the day pass along with credits if you want to include additional benefits. you may refer to the Configuring your plans, products, and passes for additional information.
A purchased pass requires the user to do a check-in for activation, this process is different from a standard booking. The pass functions as a token, requiring a check-in within the system to validate its use for the designated day. Users can utilize the pass by checking in with it at the element associated with the day pass.
To check-in with a day pass:
On the main page, click "Booking management" and then click book a desk
To specify on whose behalf you would like to check-in a pass, click the "For" dropdown box at the top and select the user, if you have more than one workspace, you can select it by clicking the "At" dropdown box.
If the user has day passes available, you will see this option at the top
Click "check-in a pass"
Select the day when the pass will be used
Select the pass that you would like to consume
Click confirm
Archie tip: If credits have been included into the day pass, they need to be used in a regular booking process, you can refer to the Creating and managing room, desk, office, and resource bookings article
Follow our next article to manage your invoices, credit notes, and payments.