Inventory

An introduction to the Inventory module — where you manage your products, plans, passes, resources, floor plans, and lockers.

Overview

The Inventory module is where you define everything your space offers and how customers pay for it. It covers your membership plans, the products and services you sell, the physical spaces and resources you rent out, and the rules that control who can book what.

From here you can manage:

• What you sell (plans, products, passes, event tickets)
• Where people work (floor plans, desks, offices)
• What people book (resources, meeting rooms, equipment)
• How booking access is controlled (time credits, resource rules)
• What people store (lockers)

Sections

Sales

Products

One-off items or services sold individually or as add-ons to a plan.

Plans

Membership plans that drive your recurring billing and define what customers receive.

Passes

Control when and how long customers can access your space with time-limited passes.

Desks and offices

Floor plans

Physical layouts for your offices, desks, and meeting rooms.

Equipment

Items supplied to customers and tracked — such as desks, pedestals, or IT hardware.

Rooms and resources

Resources

Meeting rooms and other bookable areas or items available via your calendar.

Resource types

Categories to organise your resources (e.g., meeting rooms, hot desks, parking).

Time credits

Credit allowances included in plans that customers spend when booking resources.

Resource rules

Access rules that control which customers can book specific resources.

Lockers

Locker groups that customers can reserve for personal storage.

How to access

Navigate to Inventory in the left sidebar. The section expands to show all available sub-pages depending on your role and enabled modules.

Key concepts

Term	Meaning
Product	A purchasable item or service — can be sold as a one-off, as a recurring add-on in a contract, linked to a resource for booking extras, or used to represent deposits and sign-up fees
Plan	A membership subscription that defines what a customer receives on a recurring basis (access, credits, limits, included products). Plans can also represent virtual offices.
Pass	A time-limited access pass that controls when and how long a customer can be in the space
Resource	A bookable asset such as a meeting room, hot desk, parking bay, or piece of equipment
Resource type	A category for grouping resources (e.g., “Meeting rooms”, “Hot desks”)
Time credit	A prepaid booking allowance — plans can include credits that customers spend when they book resources
Printing credit	A prepaid allowance for printing services, included in plans or sold separately
Resource rule	A restriction that limits which customers or plans can access a specific resource
Floor plan	A visual layout of your space showing desks, offices, and rooms
Equipment	A tracked physical asset assigned to a customer (e.g., monitor, desk, pedestal)
Event ticket	A product attached to an event — customers purchase tickets to attend paid events
Charge	A generic debit item applied to a customer’s account for ad-hoc billing outside of products, bookings, or events

How it all fits together

The Inventory module defines the building blocks that the rest of the platform uses. There are several ways to sell to customers:

What you sell	How it works
Plans	Sold via contracts. A plan defines the recurring membership fee and what it includes (access, credits, limits). Plans may or may not include products. Contracts are always for a plan but can be connected to one or more desks or units representing the physical spaces being contracted by the customer. Plans can also represent virtual offices.
Products	Versatile items that can be sold in multiple ways: as add-ons in a contract, linked to resources and sold via bookings, used to represent deposits or sign-up fees in contracts and proposals, or purchased directly from the members portal.
Event tickets	Events can be free or paid. Paid events use event products (ticket types) to sell attendance. Event products are a separate entity — they are not related to products.
Courses	Courses can be sold if they are associated with a plan — customers need an active contract on that plan to access the course.
Passes	Time-limited access passes sold independently of a plan — useful for day visitors or part-time users.
Resources	Bookable items (meeting rooms, desks, equipment) charged per use via time credits or direct pricing. Products can be linked to resources to offer extras at booking time (e.g., catering, AV equipment).
Charges	A generic way to bill any item to a customer’s account — used when a sale doesn’t fit neatly into products, bookings, or events.

These elements connect across the platform:

• Plans control access — they determine which resources a customer can book, what limits apply, and what discounts they receive.
• Resources appear in the booking calendar and can have products linked to them for upselling extras at booking time.
• Floor plans provide a visual representation of your physical space, linking desks, offices, and rooms to resources. Desks and offices on floor plans are the units that can be linked to contracts.
• Time credits are included in plans and spent when customers make bookings, bridging billing and resource usage.

Common workflows

Setting up a new meeting room

1. Go to Inventory → Resources and click the ”+” button.
2. Name the room and assign it to a resource type (e.g., “Meeting rooms”).
3. Set the capacity, hourly rate, and availability schedule.
4. Optionally add resource rules to restrict access to certain plans.
5. The room now appears in the booking calendar for eligible customers.

Creating a membership plan

1. Go to Inventory → Plans and click the ”+” button.
2. Set the name, price, and billing cycle (monthly, weekly, etc.).
3. Include products that members on this plan receive automatically.
4. Add time credits to give members a booking allowance for resources.
5. Configure access rules — which resources this plan grants access to.
6. The plan is now available for assignment to customers via contracts.

Adding a day pass

1. Go to Inventory → Passes and click the ”+” button.
2. Set the name, duration, and price.
3. Define valid check-in hours and maximum usage time.
4. Customers can purchase the pass from the members portal or you can assign it manually.

Setting up floor plans

1. Go to Inventory → Floor plans and create a new floor plan.
2. Upload a background image of your space layout.
3. Place desk and room markers on the plan using the visual editor.
4. Link each marker to a resource for bookings or to a customer for dedicated desks.
5. The floor plan is visible in the members portal and on the dashboard.

Related pages

Finance

Manage invoices, contracts, and payment processing for the products and plans you create here.

Operations

See your products and resources in action — bookings, check-ins, and member activity.

Discount codes

Create promotional codes that apply discounts to products and plans.

Settings

Configure billing behaviour, tax rates, and payment integrations.