Optix automatically sends system-generated emails to your users and admins to keep them informed about account activity, bookings, payments, memberships, and more.
System-generated emails cannot be edited; however, we've designed these emails with your organization in mind, and they include your organization's logo and name. The emails also include a link to contact you (the admin) directly if your users have any questions.
Your users can turn off many of these emails in their mobile app settings, here's an FAQ that shows them how.
As an admin, you can also customize which of these system emails you personally receive by going to Notifications in your dashboard, here's an FAQ that shows you how.
Here's an example of a typical system-generated e-mail:
Note: The name, location, and logo will reflect your users' name and your location name/logo. |
Emails sent to Users
Emails sent to Users
Account & Security
Your reset password code
Confirmation that your email address has changed
Confirmation that your account has been deleted
Payments & Invoices
A new payment method has been added to your account
Payment reminder for an upcoming invoice (sent automatically a set number of days before the invoice is due; not sent again once the invoice is finalized or becomes due)
Invoice notification when an admin sends an invoice directly to you
Payment failed
Thank you for your payment (payment received confirmation)
Memberships & Plans
New membership and plan confirmation
You have a new plan (personal or team)
Your plan was updated
Teams
You've been added as a user/member of a team
You've been added as a team admin
Your team has been added
Bookings & Assignments
New booking confirmed (single, recurring, or drop-in)
Booking changed (single occurrence or full recurring series)
Booking canceled (single occurrence, recurring series, or drop-in)
New tour confirmed
Tour canceled
New assignment confirmation (a resource has been assigned to you outside of a standard booking)
Community & Messages
New post
New comment
Direct message notification (mirrors an in-app message)
Meeting invitation, and attending/not attending confirmations
Getting Started
Prompt to download the workplace app (sent after sign-up, when required)
Welcome confirmation when you become a member of the organization
Emails sent to Admins
Emails sent to Admins
Account & Setup
Verify your Optix email
Welcome to your 14-day trial of Optix
Prompt to download the workplace app (new organization)
Payments & Sales
Invoice paid by a user/team
Payment failed
New pass or product sale
New plan sale
Bookings & Tours
New booking (recurring or drop-in)
Booking changed
Booking canceled (recurring or drop-in)
New tour
Tour canceled
A booking was ended before the minimum booking time was reached
Members & Teams
New member
New membership request
A user created a team
A team added a new user
A user was invited to join a team
Tasks
You were assigned a task
A task you created for someone else was completed
Plans
A user or team plan is ending soon
Community
New post
New comment
Account Requests
A user requested to delete their account
Account deletion request completed
White-Labeled App
Complete your White-Labeled App design
White-Labeled App order confirmed
White-Labeled App is in review / underway / live
Other
New lead added (Inquiry form)
New issue reported
An external change to an assignment could not be imported to Optix
If you'd like to send out your own welcome emails, or similar, you can use Automations to build and customize your own triggered emails directly in Optix.
You can also message users directly from your web dashboard.
Need more info on Getting Started?