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 Knowledge Base 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 - Organization and Location Settings
- Populate your organization settings & logo
- Input your location's contact information and details
- Set your custom terms (optional)
Step 2 - Resources
- Add your desks and meeting rooms
- Setting a day rate for your location
- Decide whether you'd like to offer hourly hot desk bookings or check-ins
- Let member register themselves and select a plan
- Create an additional location (optional - multi-location only)
Visit the Resources, Plans, Users and Bookings section of our Knowledge Base for more.
Step 3 - Users & Teams
- Create and manage teams in Optix
- Create and manage 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 Community section of our Knowledge Base for more.
Step 4 - 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 Resources, Plans, Users and Bookings section of our Knowledge Base for more.
Step 5 - Invoicing & Payment Settings (payment gateways)
Access all the below steps in this single FAQ
- Integrate with your payment gateway
- Set your tax rate and tax number
- Set invoice notification preferences
- Enable auto payments (optional)
Visit the Billings & Payments section of our Knowledge Base for more.
🔥 Bonus!
- Add a custom link within your member app
- See how your members interact via the workplace app (share this with your members)
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.