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 by reaching out to Optix support with the name and address of the new location(s).
Marketplace allows you to create a catalogue 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 allowance and discounts to be consumed by bookings or check-ins.
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.
Users are typically the 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. More on that here.