Configuring Plan Access

Title: Configuring Plan Access
Category: booking-calendar

Configure which subscription tiers include access to each of your bookable services.

Where to Find This

Navigate to Services → Booking Management tab → Booking Plans sub-tab.

How Plan Access Works

When customers purchase a subscription from your website, they choose a plan (e.g., Basic, Standard, Premium). Each plan determines:

1. Which services they're entitled to book
2. How many times they can book (quota limits)

You configure these entitlements in the Booking Plans sub-tab.

Example: How It Works

Your subscription tiers in Stripe:

• Basic Plan - £29/month
• Standard Plan - £49/month
• Premium Plan - £99/month

You configure which services each plan includes:

• Basic Plan → Can book "Introductory Consultation" (2 per month)
• Standard Plan → Can book "Standard Session" (4 per month)
• Premium Plan → Can book "Premium Session" + "Group Workshop" (8 per month + unlimited workshops)

When a customer subscribes:

1. They purchase the "Standard Plan" on your website.
2. The system recognizes their Standard tier access.
3. They can only book services you've enabled for Standard.
4. They're limited to the quotas you've set (4 per month).

Examples Across Industries

Cleaners:

• Basic (£60/month) → 2 home cleans per month
• Premium (£200/month) → Weekly service (4 cleans/month)

Tutors:

• Standard (£120/month) → 4 lessons per month
• Premium (£200/month) → 8 lessons per month

Coaches:

• Starter (£150/month) → 2 coaching sessions per month
• Pro (£300/month) → 4 coaching sessions per month
• Elite (£500/month) → Unlimited sessions

Beauty Salon:

• Member (£40/month) → 1 treatment per month + priority booking
• VIP (£100/month) → 3 treatments per month + priority booking

The Plan-to-Service Linkage

Understanding how plans connect to services:

Step 1: Create Your Subscription Plans (In Stripe)

First, create subscription products in Stripe:

• "Basic Plan" priced at £29/month
• "Standard Plan" priced at £49/month
• "Premium Plan" priced at £99/month

These appear on your website for customers to purchase.

Step 2: Create Your Bookable Services (In Booking Calendar)

Next, define what customers can book in the Booking Services sub-tab:

• "Introductory Consultation"
• "Standard Session"
• "Premium Session"
• "Group Workshop"

These are the actual appointments/sessions customers book.

Step 3: Link Plans to Services (In Booking Plans Sub-tab)

Finally, in the Booking Plans sub-tab, connect them:

1. Select a service (e.g., "Standard Session").
2. You see all your Stripe subscription plans listed.
3. Toggle which plans include access to this service.
4. Set quotas for each enabled plan.

Example configuration:

For "Standard Session" service:

• Basic Plan: Enabled (2 sessions per month)
• Standard Plan: Enabled (4 sessions per month)
• Premium Plan: Enabled (8 sessions per month)

For "Premium Session" service:

• Basic Plan: Disabled (can't book this)
• Standard Plan: Disabled (can't book this)
• Premium Plan: Enabled (unlimited)

Result: Automatic Enforcement

When a customer who purchased "Basic Plan" tries to book:

• They can book "Standard Session" (up to 2 times/month)
• They cannot book "Premium Session" (not enabled for Basic)
• The system enforces this automatically.

Configuring Access

1. Go to Booking Plans Sub-tab

From your dashboard, click Services, then Booking Management, and select the Booking Plans sub-tab.

2. Select a Service

Click on the service you want to configure. The service card expands to show all your subscription plans.

3. Enable Plans

For each plan that should include this service:

1. Toggle the switch to Enable.
2. Choose whether to set a booking quota.
3. Configure quota settings (if enabled).

Quota Options

When you enable a plan for a service, you can:

Option 1: No Limit (Unlimited)

Leave quotas disabled. Customers can book as many times as they want.

Best for:

• Top-tier subscriptions (VIP, Elite, Premium+)
• Services charged per booking separately
• Retainer clients who should have unrestricted access
• Membership perks (e.g., free consultations)

Option 2: Set a Booking Quota

Enable quotas to limit how often customers can book.

Quota Settings:

1. 1

   Sessions per Period

   How many bookings are allowed (e.g., 4 sessions)

2. 2

   Quota Period

   Choose the reset frequency:

   • Daily
   • Weekly
   • Monthly
   • Quarterly
   • Yearly
3. 3

   Period Multiplier

   For custom periods. Example: 2 + Monthly = "every 2 months"

4. 4

   Advanced Settings (optional)

   • Advance booking window - How far ahead customers can book
   • Cancellation notice - Minimum hours required to cancel
   • Allow recurring bookings - Let customers set up repeating appointments

Common Quota Examples

Plan	Configuration	Use Case
Basic/Starter	2 per month	Entry-level tier (tutoring lessons, coaching calls, consultations)
Standard	4 per month	Mid-tier plan (weekly services, regular appointments)
Premium	8 per month	High-frequency tier (2x/week classes, intensive programs)
VIP/Elite	Unlimited	Top tier with no restrictions (priority access, retainers)
Trial	1 per lifetime	One-time trial (discovery call, test session, intro class)

Quota Pools (Shared Limits)

Use pools to share quota across multiple services:

When to Use Pools

Example scenarios:

• Beauty Salon: "Premium package = 3 treatments/month" - clients choose any mix of facials, massages, or manicures
• Tutoring Center: "Standard plan = 4 lessons/month" - students split between Math, English, or Science tutoring
• Business Coach: "Pro package = 6 hours/month" - clients use for strategy calls, check-ins, or workshops
• Wellness Practice: "Holistic plan = 8 sessions/month" - across therapy, coaching, or bodywork

Creating a Pool

1. Go to Quota Pools tab.
2. Click Create Pool.
3. Select the services to include.
4. Configure total quota for the pool.
5. Apply to subscription plans.

Now customers get one shared quota across all pool services instead of separate limits per service.

Applying Changes to Existing Customers

When you update plan access or quotas:

• New subscribers - Get the new configuration automatically.
• Existing subscribers - Changes apply at their next quota reset period.

Tips

Start generous
It's easier to add limits later than remove them. Begin with higher quotas and adjust based on actual usage.

Match your tiers
Higher-priced plans should offer more bookings or unlimited access. Create clear value differences between tiers.

Use pools for flexibility
Customers love choice. Pools work great for service businesses offering multiple related offerings (salon treatments, coaching types, lesson subjects).

Test thoroughly
Use a test subscription to verify quotas work as expected. Try booking, canceling, and checking quota reset behavior.

Upgrade prompts
Set quotas on lower tiers to encourage upgrades. Example: 2 sessions with Basic, 4 with Standard, unlimited with Premium.

Next Steps

After configuring plan access:

1. Set up locations - Go to Creating Locations to define your availability.
2. Test bookings - Subscribe to a test plan and try booking to verify quotas work correctly.
3. Monitor usage - Check which services are most popular and adjust quotas accordingly.