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
Bookmark the unique URL for your custom Optix dashboard it should look like this https://yourvenuename.optixapp.com
Familiarize yourself with the Optix Help Center and how to find information.
Take a look at where to find everything in your admin dashboard to learn how to navigate the Optix admin dashboard.
Add another admin to your dashboard to help you out.
👩💻👨💻 Step 1 - Users & Teams
🖥 Step 2 - Resources
Create an additional location (optional - multi-location only)
📖 Step 3 - Plans, Bookings & Check-ins
💼 Step 4 - Organization and Location Settings
Set your custom terms (optional)
💵 Step 5 - Invoicing & Payment Settings (payment gateways)
Enable auto payments (optional)
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.
Need more info on Getting Started?