Navigating the Admin Dashboard

As an admin, use this quick guide to help you find your way around your admin dashboard

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

The Admin Dashboard is the place that you, as an Administrator, will spend much of your time managing Users, Bookings, Plans and Invoices. We've tried to make navigating this dashboard as simple and clear as possible so you can get work done fast.Β 

Navigation Bar

Home: This page includes the onboarding guide, previous guides, and a direct link to the help centre to support you in getting familiarized and becoming experts in using Optix

Notifications: The notifications page is where you can manage all your email and notifications settings.

Inbox: The inbox page is where you can send messages to your Users and other admins.

Settings / Extra

Apps and Integrations: This page lets you install apps and integrations such as Stripe, Google Calendar and Data Exporter to name a few, as well as explore our Zapier integrations.

Settings: The main settings menu is packed full of important things to check out, such as feature settings (check-ins, web user sign-up, etc.), creating or removing location admins, setting up payments, uploading your organization's logo, your Optix billing details (i.e. upcoming and previous invoices, payment details..etc), and more. You'll need to go here to update your organization or location details (meeting rooms, hot desks, etc.). Here you'll also complete crucial information about your organization such as address and operating hours.

Help: Clicking this will take you directly to our Help Center! You're also already there 😁

What's New: This will open up a side panel for you to see updates on the latest features, improvements, and bug fixes. Learn more.

Profile: Click on your profile to configure your profile, account details, and log out. You can also view Optix's Terms of Service and Privacy Policy

Main Panels

Schedule: This is the main landing spot when you log into your dashboard. From here you can create, cancel, and manage current and upcoming Bookings.
​Users: The User page allows you to add and remove Users and Teams, as well as edit and view User details and check Users in.
​Bookings: The Bookings page provides a more in-depth view of past, present and future Bookings.
​Community: Within the Community page you can send messages to your entire organization, as well as create Announcements and Community feed posts.
​Resources: The Resource page allows you to add, edit, and delete any bookable assets to your organization.

Marketplace: The Marketplace page allows you to create a catalogue of products or services and sell them to your community. You can also head here to monitor your sales.
​Plans: From the Plans page, you can create Plan Templates, assign Users to a Plan, and remove and manage new or existing Plans for your Users to subscribe to.

Passes: From the Passes page, you can create Passes and add them to User/Team accounts.
​Invoices: In the Invoices page of your dashboard, view your invoices, past, present and upcoming for individual members and Teams.
​Analytics: Take a look at the Analytics page to see analytics on revenue, usage, activity, and resource utilization.
​Data Exporter : A free optional add-on that provides advanced exports of certain data.
​Events: A free optional add-on that provides you the ability to promote an event to your community.

Next Steps

Check out our Getting Started Checklist to learn what needs to be configured to get your account ready for Users!Β 

Need more info on Getting Started?

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