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Getting Started Guide for Users
Getting Started Guide for Users

As a User, learn how to use your workplace app

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Welcome to your very own workplace app! Think of this app as your remote control for your office space, helping you be productive and stay connected. This guide will walk you through how to use your workplace app and where to go if you need help.

What can I do with the app?

  1. Check-in

  2. Create and manage Bookings

  3. View and pay Invoices 

  4. View and manage your Plans & Passes

  5. View your assignments

  6. Participate in community conversations

  7. Find people to connect with

  8. View events

  9. Buy products and view your purchases

  10. Report issues on the space you have booked

  11. Bonus: Switch locations

  12. Bonus: Unlock doors

  13. Report problems in the app

Checking in 

See a check-in button in your workplace app? This is for you! Check-ins are how your organization knows you’ve arrived and are in the space on any given day.

Enabling your location services will allow check-ins to be created automatically (you will be prompted the first time you use the app).

Check-ins can be created manually from the action menu on your app home screen.


See what's available to book within your organization with real-time availability! Search, book, and invite your colleagues. It's that easy.

Bookings will automatically deduct from your Plan or Pass allowance if one is available.

If a booking is not fully covered by a Plan or a Pass, you will be shown the charge before completing the booking.

View & Pay Invoices

Using Optix to pay for your invoices? Enjoy simplified payment management with in-app invoices and payment processing.

Add a payment method for your individual or Team account from the ‘Payment Methods’ screen, and turn on auto-pay to check one more thing off your monthly to-do list. If auto-payments are enabled, payments will be processed automatically on the invoice due date.

View your current and past charges at any time from the ‘Invoices’ screen. Need to send an Invoice to your accountant? Simply click the mail icon when viewing an invoice.

View & Manage My Plan(s) and Pass(es)

Plans define what Resources, services, and amenities you have access to as part of your membership.

You can view details about your Allowance and usage on the ‘Plans’ screen.

View My Assignments

Assignments are typically dedicated resources that have been assigned to you such as a private office or dedicated desk. You can view your assignments on the ‘Assignments’ screen.


The Community Feed is the central hub for announcements, organizing group lunches, and more! Posts can be created by both Users and admins. Be sure to check regularly for updates.

Looking for a freelancer or new Team member? Post your job opportunities on the community feed and tap into the networks of your fellow co-workers.

  • How do I post and comment on my organization's community feed?


Browse through the directory to learn more about your fellow community members and start up a conversation. Looking for someone with a specific skill set? Search for them and use the ‘skills’ filter.

Viewing Events

Interested in attending an upcoming event? Navigate to the homepage of the app to view and browse upcoming events happening in your organization or within your community.

Buying Products and Viewing Purchases

Check out what your organization is selling by heading over to the Products section of the app! Navigate through different collections of products and services and view your purchases on the Purchases screen.

Reporting Issues & Contacting an Admin

Curious where the coffee beans in the kitchen are from? Use the "Contact admin" section of the app to ping your organization manager and ask.

Slow WiFi? Broken chair? Too hot or cold? Reporting an issue through the app is quick & easy, letting you get back to your day with minimal disruption. Admins will be notified of your issue report and can send you messages with status updates.

Bonus: Switching Locations

Are you part of an organization that has multiple locations? No problem. You can easily switch locations on the home screen of your app by tapping the location name.

Bonus: Unlocking Doors

If your organization has told you that you're able to unlock doors with your workplace app, then this is for you! Simply open your app and tap. You’re in!

Reporting App Problems

Found a bug in the app, or something not looking quite right? iOS Users can report issues easily by taking a screenshot anywhere in the app or shaking your device with the app open. Android Users should send feedback to organization administrators or directly to

For more information on using the mobile app, we recommend you browse this collection for detailed FAQs! If you have any questions, please reach out to your organization's administrator. Or, if you're having app issues, please report this by following the steps above. Happy Browsing!

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