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Glossary of Key Terms in Optix
Glossary of Key Terms in Optix

Understand the key terms used throughout the Optix platform, and how they relate to each other

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Here are some keys terms that you will see throughout the Optix platform. Learn more by following any of the links you see below.

Admins are any colleagues from your organization who will be managing your Optix account alongside you. There are a few different admin roles available in your dashboard.

Analytics are reports curated from your User, Booking, Resource, and invoice data.

Apps are separate applications that Optix integrates with to provide additional functionality and link in other information you may want to utilize.

Bookings are reservations made for a bookable Resource at a specific time and date.

Check-ins register a day of use of the location's common facilities and does not relate to a booking for a specific resource.

Invoices are receipts of accrued fees from Bookings, Check-ins, or Marketplace purchases.

Location refers to the specific locations of your organization. You can add additional locations directly in your dashboard if you're planning to expand! This may contribute to your subscription costs. Review your subscription details in the admin dashboard, or on the pricing page.

Marketplace allows you to create a catalog of products or services to sell to your community in your mobile app.

Organization refers to your entire business. Your Optix account is created at the organization level and can support multiple locations.

Organization billing date is the day of the month that the recurring invoices for your users will become due.

Payment Gateways are applications that process and authorize payments. You will need to install a payment gateway to receive payments from your users.

Plans are what you may refer to as ‘Memberships' or 'Subscriptions’ and allow you to provide recurring allowances and discounts to be consumed by Bookings or Check-ins.

Passes are package(s) of allowance that can be purchased one time and can be topped off as pleased. Unlike Plans, Passes are not tied to a time frame/billing cycle.

Products are items or services for sale within the Marketplace for your Users.

Resources are the desks, meeting rooms, or other bookable assets that exist within a location.

Schedule displays a calendar view of all Bookings within your organization, and also where you can create a Booking.

Teams are groups of Users (often companies) that work out of your location(s). Users on Teams are able to share Plans, and all charges for Users on a particular Team are combined in a single invoice.

Types are categorical subsets to resources that dictate the booking experience and availability for Users.

Users are typically members of your organization, and any Users with an 'Active' status will be able to access the functionality of your mobile app.

Web widgets are tools you can feature on your website to provide prospective Users with an easy channel to sign up for your organization via Optix, book a tour, or book a Resource.

A White-label app is a customized, branded version of the Optix app that we can provide for your business.

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