This guide will take you through the process for getting your account set up. If you can't find what you need don't hesitate to contact us with the chat icon on the bottom right of the screen!

🔎 Before We Begin 

  1. Bookmark the unique URL for your custom Optix dashboard it should look like this

  2. Download the mobile app to see your user's experience with Optix

  3. Familiarize yourself with the Optix Help Center and how to find information

  4. Take a look at where to find everything in your admin dashboard

  5. Add another admin if you have multiple members of your team who will be using Optix

🖥 Step 1 - Create your Resources

Resources are the bookable assets that exist within your space, such as desks, meeting rooms, equipment or anything you'd like to make bookable for your users.

Note: Resources can either be booked or assigned. Assignments are a great way to manage your users’ ongoing bookings and a fantastic way to build long term relationships with members by offering them their ‘own’ dedicated resource.

Assignments differ from bookings in that they can have customized pricing, invoicing, and booking times for each unique user assigned to a resource. Bookings on the other hand are designed for shorter instances and will always use the resources’ hourly or daily price to determine the overall cost.

📖 Step 2 - Create your Plans

Plans provide users recurring access and/or allowance to Resources and/or Location(s). Plans are set up on a recurring basis and are integrated with the invoicing functionality in Optix. They can be added to an individual User or a Team.

Note: Plans can include either Resource Bookings or Check-ins access types. Learn about the difference here and how to automate your Check-in process.

👩‍💻👨‍💻 Step 3 - Add your Users

Users refer to your leads, active members, and inactive members. Users will have the ability to book Resources, purchase Plans, engage with your community, pay for their invoices, and so much more – all seamlessly through your mobile app.

Note: The status of your Users can be either ‘Active’, ‘Inactive’, or ‘Lead’. An ‘active' user in your dashboard is anyone who has access to your mobile app and will count towards your Optix billing User count.

💼 Step 4 - Configure your Organization and Location Settings

💵 Step 5 - Configure your Invoicing & Payment Settings

🔈Turn off Silent Mode

Before emails will send to your users you will need to disable silent mode.

Questions? Get in touch with our Customer Sucess Team!

Need more info on Getting Started?

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