Every membership and one-off fee you charge starts as a billing plan. A billing plan is a reusable price for a resource or a service. You create the billing plan once. Flex then invoices each membership or one-off fee that uses the billing plan.

A billing plan also determines what members get with the plan and who can buy it on the Member Portal.

A billing plan can point to other objects in Flex. If your plan uses these objects, create them before you start:

Also, ensure your admin role has the plan permission for each action you want to do. Create, edit, export, and delete are separate permissions.

A billing plan is the price of a resource or a service. A membership connects that price to a member or a company.

Each billing plan has a billing schedule, or recurrence: 'Monthly' or 'One-off'.

Each billing plan also has a plan type. The plan type connects the billing plan to the resources of the same type.

The recurrence decides which tabs the Add Plan dialog shows:

Billing plans price recurring and one-time services. Resource rates price bookable resources, such as meeting rooms. Decide between a billing plan and a resource rate →

To create a new Billing Plan, follow these steps:

On the General tab, you can define the Billing Plan's core attributes.

You can also define the price of your offices with a single Billing Plan.

Watch the video to learn more about using a single Billing Plan for all your offices →

On the Billing tab, you can configure billing-related details.

On the Credits tab, you can specify if credits or coins are granted with the plan:

On the Passes tab, you can add Day Passes to your plan. You can add Day Passes only for specific locations or make them available in all locations. Learn more about Day Passes →

For one-off plans:

Use the Packs tab to sell a 'One-off' plan in bundles at a different unit price. The Packs tab shows only on 'One-off' plans, and only if packs are active for your account.

You can create multiple packs for each billing plan. To create a new pack:

Extras are available only as additions to a plan and cannot be bought otherwise. Some spaces might offer lockers or other small services as extras on their more expensive plans.

Each extra has three fields:

Use the Properties tab to store your own fields on the plan, such as an internal product code. The Properties tab shows only if your organization has custom properties for plans. 'Monthly' plans use custom properties for plan memberships. 'One-off' plans use custom properties for plan fees.

The Member Apps tab controls who can buy the plan on the Member Portal and how. Use these settings when members buy the plan themselves.

After you save a plan, it is added to the list at Billing > Plans. The list shows the plans for the location you selected on the Admin Portal.

Use the quick filters above the list to show one group of plans. Each quick filter shows how many plans it contains.

You can also filter by column, such as name or type. Click Reset filters to clear your column filters. The list sorts by name by default. Click the Price column header to sort by price.

The Billing Schedule column shows whether a plan is monthly or one-off. Icons show where a plan is available. Hold the pointer over an icon to see what it means. The Active column shows the number of memberships on a monthly plan. The Active column shows 'One-off' for one-off plans.

To export the list as a CSV file, click Export, then confirm in the dialog. The CSV file uses your current filters and sort order.

Prices and allowances change over time. Edit the plan to update what new memberships get.

Follow these steps to edit a plan:

You cannot edit an archived plan. On an archived plan, the action is View, and the plan page opens as read-only. To edit the plan, restore it first.

Delete a plan only if you created it by mistake. If you no longer sell a plan, archive it instead. Archiving keeps memberships, invoices, and reports intact.
​
You cannot delete a plan that is linked to invoices, to a resource rate, or to the setup fees of another plan. In that case, the dialog shows what the plan is linked to, and Delete is not available. Remove the link first, or archive the plan. The dialog may also show other errors that block deletion, such as processing fees or late fees.

Follow these steps to delete a plan:

To make the plan available for all members on the Member Portal:

You're offering a fixed desk membership with locker access. You create a recurring plan that includes a price, defines the desk type, and adds the locker as an Extra.

You're running a promotion with Day Passes. You create a plan that grants five Day Passes and publish it through Growth Hub so that members and drop-in users can purchase it.

Use these tips to keep your plan list accurate as your offer grows:

What is the difference between a monthly plan and a one-off plan?

A monthly plan creates a membership that Flex invoices on a schedule. A one-off plan creates a one-off fee that Flex invoices once. Use one-off plans for setup fees, deposits, and day pass purchases.

Which plan types can I create?

You can create plans of the 5 default plan types: 'Private office', 'Office desk', 'Hot desk', 'Dedicated desk', and 'Service'. To create a custom plan type, first create a custom resource type. Each plan type matches 1 resource type.

Can I use a billing plan to charge for meeting room bookings?

You cannot use a billing plan to charge for meeting room bookings. Meeting room bookings use a resource rate. A billing plan can still grant booking credits or rate discounts that reduce the price of those bookings.

Can I add extras to a one-off plan?

You cannot add extras to a one-off plan. The Extras tab is available only on monthly plans.

Can I sell a monthly plan in packs?

You cannot sell a monthly plan in packs. The Packs tab is available only on one-off plans.

Does a rate discount on a plan apply only to the member named on the membership?

A rate discount on a plan applies to every member of a company with an active membership on that plan. The member named on the membership does not limit the rate discount. Flex calculates each booking price from the company of the person who books. Learn which members get a rate discount →

Why does the Active column show more memberships than are active?

The Active column also counts pending memberships. The number is the sum of active and pending memberships on the plan.

Why is an office's price different from its plan's price?

An office resource's price overrides its billing plan's price. You can keep 1 private office plan and set a different price on each office.

Why can I not change a plan from monthly to one-off?
You can't change a plan's billing schedule after you save it. Create a new plan with the billing schedule you need, then archive the old plan.
​
​Why does editing a plan not change the price for my current members?
Editing a plan changes the terms for new memberships only. Existing memberships keep their current terms, so use price adjustments to change their price.
​
​Why can't I save an older plan that I didn't change?
An older plan cannot be saved if it contains a day pass row with a count of 0. Open the Passes tab, then set the count to 1 or more, or remove the row.
​
​Why is a one-off plan missing from the Valid for list on the Credits tab?
A one-off plan shows under Valid for only if Coin payments is selected on that plan. Open the one-off plan, select Coin payments, then save it.
​
​Why is Delete not available for a plan?
You can't delete a plan while it is linked to invoices, a resource rate, or another plan's setup fees. Remove the link first, or archive the plan to hide it from new sales.
​
​Where are the plans I archived?
Archived plans are hidden from the plan list by default. Select the 'Archived Plans' quick filter to see them.