> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Virtual Office Plans

> Create virtual office plans, choose the delivery handling options customers can pick for each kind of item, link charges, and limit recipients, aliases and addresses.

## Overview

A **virtual office plan** is a [plan](/platform/billing/plans) with extra settings for running a virtual office: what customers can have done with their mail and parcels, what you charge for it, how many recipients and addresses they can add, and the checks they go through when they sign up. These settings are on the plan's **Virtual Office** tab.

You need the [Virtual Offices add-on](/platform/virtual-offices/overview#turn-on-virtual-offices).

## Create a virtual office plan

1. Go to **Inventory → Plans** and select **Add plan**.
2. Choose **Virtual office plan**.
3. Enter the **Plan name** and the monthly price, and the billing options.
4. Open the new plan and set up its **Virtual Office** tab. See below.

To create one from scratch instead, add a plan as usual and, on **Plan details**, tick **This plan is a virtual office plan** before you sell it.

### Turn an existing plan into a virtual office plan

You can't tick **This plan is a virtual office plan** on a plan that has active contracts. Use **More actions → Update to Virtual Office** instead. This:

* Moves all current contracts on the plan to virtual office contracts.
* Creates a separate profile for customers with more than one contract.
* Sets each contract's owner as the virtual office applicant, under the contract's **Contacts → Beneficiaries**.

Then choose when to ask existing customers to verify their identity: **Keep identity checks disabled**, **Request identity checks now** or **Schedule identity checks** for a date.

## Delivery handling

Under **Virtual Office delivery handling**, choose the delivery types the plan covers, and the handling options customers can choose for each. Select **Add delivery type(s)** to add **Mail**, **Parcel**, **Checks** or **Publicity**.

<img src="https://mintcdn.com/nexudus/u63AOL9E7zowjXlx/images/platform/virtual-offices/vo-plan-delivery-handling.png?fit=max&auto=format&n=u63AOL9E7zowjXlx&q=85&s=1ef1c5ac2962e5ab2743a53fe3643a6d" alt="Delivery handling options on a virtual office plan" width="1440" height="900" data-path="images/platform/virtual-offices/vo-plan-delivery-handling.png" />

| Handling option | What you do | Mail | Parcel | Checks | Publicity |
| - | - | :-: | :-: | :-: | :-: |
| **Store for collection** | Keep it until the customer collects it | ✓ | ✓ | ✓ | ✓ |
| **Forward** | Send it to the customer's forwarding address | ✓ | ✓ | ✓ | ✓ |
| **Open, scan & forward** | Scan it for the customer, then forward it | ✓ | | ✓ | ✓ |
| **Open, scan & store for collection** | Scan it, then keep it for collection | ✓ | | ✓ | ✓ |
| **Open, scan & recycle** | Scan it, then recycle it | ✓ | | | ✓ |
| **Open, scan & shred** | Scan it, then shred it | ✓ | | | ✓ |
| **Recycle** | Recycle it without opening | ✓ | | | ✓ |
| **Shred** | Shred it without opening | ✓ | | | ✓ |
| **Return to sender** | Send it back | ✓ | ✓ | ✓ | ✓ |
| **Deposit a check** | Pay the check into the customer's account | | | ✓ | |

Customers choose one option for each delivery type during onboarding, and can change it later. You can also set it on their contract. See [Handle virtual office deliveries](/platform/virtual-offices/deliveries#handling-preferences).

### Charges

Under **Link charges to delivery handling options**, choose the products to charge for each action: **Store**, **Collect**, **Forward**, **Scan**, **Recycle**, **Shred**, **Return to sender** and **Deposit a check**. Only the actions used by the options you've chosen are listed. Leave an action on **No handling charge** to do it for free.

When your team completes that step on a delivery, they can add one of the linked products as a charge. See [Charges](/platform/virtual-offices/deliveries#charges).

For **Collect**, set the **Maximum number of free storage days**. When a customer collects an item after that, Nexudus suggests charging the collection product once for each extra day it was stored.

## Contacts limits

Limit how many **Company aliases**, **Recipients** and **Forwarding Addresses** customers on the plan can add after onboarding. Anything they add during onboarding doesn't count towards the limits.

## Onboarding

The **Virtual office onboarding** section sets the checks customers go through when they buy the plan: proof of address, proof of ID, AML screening, an onboarding form, and whether the contract waits for the checks. See [Onboarding and compliance](/platform/virtual-offices/onboarding-and-compliance).

## Related

* [Virtual Offices](/platform/virtual-offices/overview)
* [Plans](/platform/billing/plans)
* [Products](/platform/billing/products)
* [Handle virtual office deliveries](/platform/virtual-offices/deliveries)


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