Manage plan and office assignments

To manage plan and office assignments in Optix you will need to first create a plan, and then define a custom user property which will be used to track which space has been assigned to a particular user or team.   

Note: If you have only a small number of private offices, you can alternatively create a unique plan for each one of these spaces.

Manage and track private office assignments

To manage and track private office assignments, we suggest the following approach that involves using plans and custom properties.

1. Create a unique plan for each 'class' of private Office you're offering. You do not need to create a plan for each individual office but rather create a plan for each class or style of office.

For example: you might have 3 small offices, 2 medium offices and 2 large offices with each size carrying its own cost. In this case, you should create a plan for each size (3 plans in total)

2. When creating the plan, use an 'Hourly Bookings' access type with an 'Unlimited' access grant to 'Any Private Office'.

Note: You can use the 'Any Private Office' designation for all versions of the plan as we will assign a specific office in Step 3 below. The price specified for the plan is what will be charged, the price you specified when creating the space is irrelevant in this scenario.

3. Create a custom user property called 'Office Assignment'. Make sure to select Field Type of 'Single Option' to ensure you are able to filter by this property on the users list.  

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