Getting Started Checklist for Administrators

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

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!

🔎 Before We Begin 

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.

👩‍💻👨‍💻 Step 1 - Users & Teams

• Create teams in Optix

• Create users in Optix

• Set your email notification preferences

• Select what information you want to collect from new users

• Define any additional user data points with custom properties

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

🖥 Step 2 - Resources

• Add your desks and meeting rooms

• Read up on Resource Types and decide if you'd like to customize your own

• Setting a day rate for your location

• Decide whether you'd like to offer hourly hot desk bookings or check-ins

• Let users register themselves and select a plan

• Create an additional location (optional - multi-location only)

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

📖 Step 3 - Plans, Bookings & Check-ins

• Create your plans

• Adding a plan to a user or team

• Creating a booking for a user

• View upcoming bookings

• Edit or cancel a user created booking

• Hourly bookings vs. check-ins

• Understand how check-ins work

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

💼 Step 4 - Organization and Location Settings

• Populate your organization settings & logo

• Input your location's contact information and details

• Set your custom terms (optional)

💵 Step 5 - Invoicing & Payment Settings (payment gateways)

• Learn which payment gateway(s) you can integrate with

• Configure your invoicing settings

• Enable auto payments (optional)

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

🔥 Bonus!

• Add a custom link within your user's app

• See how your users interact via the workplace app (share this with your users!)

🔈Turn 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?