In Deskie, a membership plan is a kind of asset. When you create or edit an asset and set its category to Convert to Plan, that asset behaves like a recurring flex membership rather than a single fixed seat, and you assign it to members the same way you assign a desk or office. This article explains how plans are set up, how booking credits are included and consumed, and how the whole thing ties back to your members.
What a plan is
Every asset in Deskie has a category. The available categories are Private Office, Dedicated Desk, Mailbox, Parking, Other, and Flex. In the asset form the Flex category is presented as Convert to Plan, because a flex asset behaves like a recurring membership rather than a fixed seat. A plan carries the same core fields as any other asset:
- Name: what members and operators see, for example "Flex Membership" or "Hot Desk 5-Day".
- Rate: the recurring price for the plan.
- Billing interval: how often the rate recurs. The supported intervals are daily, weekly, monthly, quarterly, and yearly. New assets default to monthly.
- Cycle anchor: whether each billing cycle is anchored to the calendar or rolls from the signup date. The anchor setting only applies to monthly, quarterly, and yearly intervals. Daily and weekly intervals always start from the assignment date, so the anchor setting does not appear for them. See billing cycles and auto-charge for how anchors work.
- Location: the plan lives at one primary location and can optionally be shared with other locations in a multi-location workspace.
Because a plan is an asset, you assign it to a member through an assignment, exactly like any other asset. A member can hold more than one assignment at a time, so someone can have a flex plan and a dedicated desk simultaneously. The assignment is what drives recurring billing for the plan and what makes the plan's credits available to that member.
Creating and editing plans
Plans are managed from the Assets area. To turn an asset into a plan, open the asset's edit screen, set its category to Convert to Plan, and set the rate and billing interval. The asset edit screen has two tabs: Details (name, category, rate, billing interval, cycle anchor, photos, location, and public-signup and waitlist options) and Credits (the booking credits described below).
Disabling an asset that is being used as a plan sets it inactive rather than deleting it, which preserves history. Standard asset rules apply: an operator can only create or edit a plan at a location they have access to, and moving a plan to another location requires access to the destination.
Booking credits
Credits let you bundle resource bookings into an asset. A credit ties an asset to a specific bookable resource and grants an allowance of bookings that members assigned to that asset can use at no charge. Credits are most often used with plans, but the Credits tab is available on every asset, not just plans. You configure credits on the asset's Credits tab. Each credit entry has three parts:
- Resource: which resource the credit applies to, for example a specific meeting room.
- Amount: how many units are included.
- Interval type: the unit the amount is measured in. The options are hourly, daily, weekly, and monthly. The interval type you can pick is limited to the booking intervals the chosen resource actually has enabled. If a resource does not support a given interval, Deskie will not let you add a credit for it in that interval.
For example, a credit of amount 10 with interval type hourly on a meeting room means "10 hours of that room included." A credit of amount 2 with interval type daily means "2 day-bookings of that resource included." Each asset can carry one credit per resource, and you can add credits for several different resources to the same asset.
Two things are important to understand about how the allowance refreshes:
- Credits are tracked per calendar month. Usage is counted against the current month, calculated in your workspace's timezone.
- Credits do not roll over. Unused credits expire at the end of the month and the full allowance is available again at the start of the next month. There is no carry-forward.
How credits relate to assets
Credits are attached to the asset, not to the member directly. A member gets access to an asset's credits because they hold an active assignment to that asset. The link works like this:
- You add one or more credits to an asset (typically a plan).
- You assign that asset to a member.
- From that point, whenever the member's balance is calculated, Deskie looks at all of their active assignments, finds the credits attached to those assets, and sums the allowances that apply to the resource being booked.
An assignment only counts toward credits while it is active and within its date window. If an assignment has a start date in the future or an end date in the past, its credits are not available. If a member has no active assignment to the asset that owns a credit, that credit is invisible to them, even if you try to grant extra credits against it.
Because the relationship runs through assignments, assigning the same plan to a second member gives that member their own independent monthly allowance. Each member's usage is tracked separately.
How members spend credits
When a member books a resource that one of their plans covers, credits appear as a payment option on the booking sheet alongside paying immediately or being invoiced. See booking a resource for the full booking flow. When credits are chosen:
- Deskie checks the member's remaining balance for that resource before creating the booking. The credit's interval type must match the booking's interval, and the member must have enough remaining units. If not, the booking is blocked with an insufficient-credits message.
- The units consumed depend on the interval. For hourly credits, the number of hours booked is deducted. For daily, weekly, or monthly credits, one unit is deducted per booking.
- The booking is recorded as covered by plan credits and no charge is taken. The consumption is logged so it counts against that month's allowance, and the booking keeps a link to the usage record.
Viewing and adjusting a member's credits
Each member's profile has a credits view that shows, for the current month, every credit balance across all the assets they are assigned to and every resource those credits cover. For each credit it shows the included amount, how much has been used, any adjustments, and the remaining balance. There is also a usage history that lists the current month's credit-consuming bookings together with any admin adjustments, ordered chronologically. This complements the booking sheet, which only shows the balance for the one resource being booked. See member activity and billing for the broader member view.
Operators with workspace-management permission can make two kinds of adjustments:
- Grant extra credits. You can add credits to a member on top of their plan allowance, optionally with a reason. A grant lives only for the current month and does not carry forward, the same as unused plan credits. The member must have an active assignment to the asset that owns the credit, otherwise the grant would not appear in their balance.
- Refund a booking's credits. If a member did not use a booking, you can return the credits it consumed without deleting the booking, so the no-show stays on record. The refund applies to the current month's balance rather than the month the original booking happened in, which means refunded units are usable now. Refunds are idempotent: refunding the same booking twice will not stack, it returns the existing refund.
Both grants and refunds add to the member's available balance for the current month. Refunds roll back a past consumption, and grants are extra credits on top of the plan allowance.
Billing for the plan itself
Credits cover resource bookings. The plan's own recurring price is separate and is billed through the member's assignment, on the plan's billing interval and cycle anchor. That recurring charge flows into the member's invoices like any other asset rate, and mid-cycle signups on a calendar-anchored cycle are prorated for the remainder of the current cycle. For how recurring assignment charges are generated and collected, see billing cycles and auto-charge.
A note on terminology
Deskie also has a platform-level concept called a "plan," which is the subscription tier a whole workspace is on with Deskie itself. That is unrelated to the membership plans described here. This article is about the flex plans you sell to your own members. For the subscription your workspace pays Deskie, see your Deskie plan.