Note: When getting started with Optix you should decide if you want to manage desk bookings on an hourly basis or if you'd prefer to take the daily check-in approach. It is not recommended that you try to operate both systems in tandem.
When adding a layer of access to a plan, you must choose between 'Hourly bookings' and 'Daily check-ins'. It is important to understand the distinction prior to creating your plans.
'Hourly bookings' provide a set number of hours or a currency amount (e.g. $100) that can be applied towards booking spaces that you have set to be bookable by the hour. This is most commonly used for meeting and conference rooms. This can also be used if your organization has a desk booking policy by which hot desks are reserved by the hour.
Hourly bookings access grants are consumed by the process of creating a booking in Optix.
'Daily check-ins' provide days of access to the facility, and are not tied to a particular space or resource. For example, if your venue operates on a hot desking policy where users can come in, let you know they are present and then use any available hot desk without needing to make a booking then you will want to use this access type.
Since there is no associated booking, consuming a day of use on a 'daily check-ins' plan requires users to check in from the home screen of their app in order to deduct the day of use from their plan.
Note: If a user has more than one plan assigned to them with daily check-in access, the first plan where a check-in would be be deducted from is the plan that has a monthly or yearly billing cadence, followed by any one-time plans.
A single plan can involve both 'hourly bookings' access and 'daily check-ins' access. Consider the following example:
- You want to provide 10 hours of meeting room access/month and 15 days of hot desking
- First layer of access on the plan is 'Hourly bookings' where you provide 10 hours for 'Any meeting room'
- Second layer of access on the plan is 'Daily check-ins' where you provide 15 days