Welcome to Optix, we're excited to have you on board!Β 

This guide will take you through the process for getting your account setup for your users.

This guide is intended to help you get things up and running and ready for users. We've created many more guides and support documentation in this knowledge base and encourage you to explore it once you've got things running.

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!

πŸ”Ž Before We BeginΒ 

  1. Bookmark the unique URL for your custom Optix dashboard it should look like this https://yourvenuename.optixapp.com

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

  3. Take a look at where to find everything in your admin dashboard to learn how to navigate the Optix admin dashboard.

  4. Add another admin to your dashboard to help you out.

πŸ‘©β€πŸ’»πŸ‘¨β€πŸ’» Step 1 - Users & Teams

Visit the Users & Teams, and the Community sections of our Help Center for more.

πŸ–₯ Step 2 - Resources

Visit the Resources, Plans, and the Bookings & Check-ins sections of our Help Center for more.

πŸ“– Step 3 - Plans, Bookings & Check-ins

Visit the Plans, and Bookings & Check-ins sections of our Help Center for more.

πŸ’Ό Step 4 - Organization and Location Settings

πŸ’΅ Step 5 - Invoicing & Payment Settings (payment gateways)

Visit the Settings, Invoices, and the Apps, Integrations & Payment Gateways sections of our Help Center for more.Β 

πŸ”₯ Bonus!

πŸ”ˆTurn off Silent Mode

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

Questions? Get in touch with your dedicated Onboarding Specialist.

Need more info on Getting Started?

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