Booking on behalf of a user in the admin dashboard for drop-in or one-time meeting/ conference room bookings allows you to collect payment immediately.
To create an upfront room booking and collect payment immediately:
1. Log into your optixapp.com subdomain
2. Select Schedule from the left-hand menu of your web dashboard
3. Click Create in the top right corner to create a new booking; or, select a time in the calendar to book the room on behalf of the user
Note: Clicking and dragging your mouse down before releasing allows you to select a specific range of time. |
4. Enter the user's name or an existing user within your Optix account or Add a new user, and enter the resource you'd like to book for them
Note: If you add a new user, they'll receive an email welcoming them to download your mobile app, where they can register their account, review their invoices, etc. |
5. Under 'Payment methods' dropdown menu, select Single payment.
6. Select a payment method. If there isn't a payment method already linked to the user's account (this will be the case if you have just added them as a new user), then select Add a payment method
7. Enter their payment information, then click Continue
8. The user will receive an email notifying them of the charge
Need more info on the Schedule & Bookings?