The Network model in Optix allows you to connect multiple locations while still giving each site full administrative and financial independence. It's designed for operators who run several spaces, often in different cities or under different legal entities, and want the flexibility to manage each location separately without losing the benefits of a unified member experience.
Using a Network helps you:
Scale your operations: Add new locations without merging finances, tax setups, or admin access
Maintain separate payment gateways: Give every location its own settings, time zone, and payment gateway
Enable cross-location access: Allow users to discover and book in other spaces in your network
Customize member experiences: Set unique plans, pricing, and policies per location
Whether you're expanding into new regions or managing several independent coworking brands, the Network model provides the structure you need to grow while maintaining control.
Important: The Network Model is $99/mon to add on to your base subscription. Active users are counted once accross the network.
If you are interested in learning more about the Network Model and whether it might be a good fit for your business, please reach out to the support team who will connect you with a Customer Success Manager on our team.
How a Network in Optix works
How a Network in Optix works
The Network Model allows you to run multiple locations with administrative separation while allowing your users the ability to book spaces between all locations. This is achieved through connecting multiple Optix organizations into one white-labeled mobile app.
Example
You are Coworking Company LTD. with three locations in the city Ponyville. You would like each location to have its own administrative staff and users, and effectively manage themselves. But you also want to allow users from all three locations to book rooms at all locations, not just their home, or 'primary location'.
A network model will provide you with this ability. It's important to note that users will be invoices separately (from each unique location) can only use their Plans and Allowance at the location where their Plan is housed (typically their primary location).
Once you've decided if this is the right move for your organization, this document will guide you through the process.
How to understand Network Model vs. Multi-Location in Optix
How to understand Network Model vs. Multi-Location in Optix
The biggest difference is whether your locations are part of one Optix organization or separate ones.
Multi-Location (All locations under one Optix Dashboard)
Best for:
Coworking operators who want a centralized operation, consistent pricing, shared plans, and unified billing.
Pros
One admin dashboard for all locations
Dashboard location filtering for users, bookings, and invoices
Plans and allowances can be configured to work across locations (e.g., 10 hours at any location)
Only one subscription to manage
Fast and simple to set up (Settings → Locations)
Cons
One shared payment gateway across locations
All admins see all locations, which cannot isolate admin roles
Billing, Invoicing, Tax Setup, and Payment Gateway are unified, meaning you cannot separate finances by individual location
One time zone for the entire organization
Network Model (Each location has its own unique Optix Dashboard)
Best for:
Operators who want separate financials, separate admin access, different legal entities, and have locations in different time zones.
Pros
Fully separate administration per location
Independent financial setup: Billing, Invoicing, Tax Setup, and Payment Gateway are different, meaning you can separate finances by a Network Model
Separate user databases, but optional cross-network access
Users may be allowed to book across network locations (optional setting)
Each org can have its own time zone
Cons
Plans and Allowances, as well as Payment methods, do not transfer across organizations
Users can book across the network, but plan/pass/allowance benefits from their primary organization won't apply automatically
Users may access resources across the network, but they may encounter different access rules and payment policies at each organization
How do I set up a network model
How do I set up a network model
Optix supports this transition if you are an existing Optix client. If you'd like to explore whether it's a good fit for your business, please reach out to the support team who will connect you with a Customer Success Manager on our team.
To proceed:
Create unique instances of Optix for each of your locations (or subset of locations). Our team will provide a link to complete this
Fully onboard into Optix by completing the onboarding checklist for all locations, including integrating a unique payment gateway for each
Identify the 'primary location' for all of your existing users (if applicable)
Use the bulk upload functionality to upload users to their 'primary location' and assign them the to Plans
Review each dashboard to ensure everything is set up the way you intended
Confirm back to the Optix team that you are ready to move ahead. We will be able to establish the network, and you'll be off to the races!
Cancel any plans assigned to users under the 'old' account to avoid them being charged twice (if applicable)
How to copy an existing org's configuration to a new Network org
How to copy an existing org's configuration to a new Network org
If you are adding a new location to your Network and want it to start from an existing location's configuration rather than from scratch, Optix can assist with this.
Our team can copy the following from a source org into a new org:
Organization settings
Resources
Marketplace products
Passes
Note: Plan templates and automations are not included in the current scope of this tool.
To request this, reach out to support@optixapp.com.
What should I tell my users when switching to a Network Model
What should I tell my users when switching to a Network Model
Minimal action will be required from your users as a result of this change. We suggest advising your users to do the following:
Completely shut down the app
From the home screen, tap the location name to switch to their 'primary location'
Enter any user properties or payment information (if you've made this information required)
Note: User payment methods will not migrate over automatically to the new instances of Optix from your existing one. If you want to do this, please reach out to your payment gateway provider to inquiry if they offer this. |
Notes:
Use your current organization of Optix to manage the location that has the most users. This will help ensure minimum disruption to your users (and less set up work for you!)
If you have users who will need to re-enter payment details, make the switch well in advance of the next billing date to ensure they have time to do so (this will help ensure you don't have any missed revenue)
FAQs
FAQs
Can users book across Network locations?
Yes, if user can access another Network Location then they can create a booking. Plan allowances do not transfer across orgs.
Can plans be shared across Network locations?
No. Plans and allowances only apply to the user's primary organization.
Can admins be isolated by location?
Multi-Location: No, all admins see all locations
Network: Yes, each org has its own admin list
Can I set different payment gateways?
Multi-Location: No, they are in same Orgnaization
Network: Yes, each org is independent
Can users have accounts in multiple Network orgs?
Yes, but they are treated as separate members. Admins must add the user to each org where they need access.
Do Network Model support different time zones?
Yes. Each org can operate in its own time zone.
Does Optix charge separately for each Network org?
Yes. Each org requires its own subscription.
Can I convert from Multi-Location to a Network later?
Yes. But the transition requires Optix Support. This is a one-way, permanent change. Converting from a Network back to Multi-Location is not supported. Attempts to reverse this in the past have not been successful. Before moving to a Network model, confirm it is the right long-term structure for your business.
Can members be automatically synced across Network locations?
Yes. This is an optional, Optix-configured setting. When enabled, adding or reactivating a member in one organization will automatically add them as a member in all other organizations in the same network. Synced members are marked with the source "Network" in each org they are added to. To enable member sync across your network, contact support@optixapp.com.
Will automations fire when a member is automatically synced to another Network org?
Yes. When member sync is enabled and a member is copied into another org in the network, they are created as an active member in that org. This triggers the New Active User automation in each org they are added to - meaning the same member may receive multiple welcome emails if you have a welcome automation configured.
To prevent this, add a condition to your New Active User automation that excludes users where Account Source = Network.
Is the primary location synced when a member is added to multiple Network orgs?
No. Primary location is not synced across the network. Each organization manages primary location independently, which means staff can assign a member or lead to a different primary location in each org as needed. This is intentional — it allows you to control which location is "home" for each user on a per-org basis.
Can account types sync across a Network?
Yes. Account type sync is a separate optional setting from member sync. When enabled, account type labels can be synchronized across organizations in the network. To enable account type sync for your network, contact support@optixapp.com.
Can certain Network locations be hidden from members who aren't active there?
Yes. This is called restricted network locations, and it is an optional, Optix-configured setting. When a location is marked as restricted, it is only visible to users who are active members of that specific organization. Users who are not active members of a restricted location will not see it in the app. Users who are active members will continue to see and access it normally. This setting is based on active membership — not primary location — so it will not automatically hide every non-primary location. To enable restricted network locations for your organization, contact support@optixapp.com.
Can we set up a non-operating "landing" organization as the app entry point?
Yes. Optix can configure a network with a landing organization that serves as the app entry point without being a real operating location. In this setup, members enter the app through the landing org, then switch into their actual operating location (where their membership and bookings live). Combined with restricted network locations, this means members only see the locations where they have active memberships. The landing org itself should not host bookable resources or plans unless you specifically want it to. This is an Optix-configured setup — contact support@optixapp.com to discuss whether this works for your use case.
Troubleshooting
Troubleshooting
Users say they cannot find their invoices
This typically happens when users accidentally switch to a different organization within the Network. Because each Network Location has its own billing system, invoices do not appear across locations.
Users can't see or use their plan allowance in another Network location
This is expected behavior. Plans, passes, and allowances do not transfer between organizations in a Network.
A user reports they can log into one location but not another
This usually means the user exists in only one organization.
Fix: Admins must manually add the user to the additional Network Location where access is required. If member sync is enabled for your network, newly added or reactivated members will sync automatically — contact support@optixapp.com to check if this is enabled for your account.
Users say their payment method is missing
Payment methods do not migrate automatically when moving to a Network model.
Fix: Ask the user to re-add their payment method in the new org.
If you need to migrate cards across orgs, contact Optix Support — this requires coordination with the payment gateway.
Users are confused about which organization they should use
Because Network models create multiple app "locations" under separate orgs, users may not always know where to go.
Best practices:
Communicate clearly which location is their primary/home location
Provide screenshots in your onboarding email
Rename org locations in a user-friendly way (e.g., "Worklab – New York Downtown")
A member was added to one Network org but didn't appear in the others
Automatic member sync across Network orgs is an optional setting that must be enabled by Optix. If sync is not enabled, members must be added manually to each org. Contact support@optixapp.com to check or enable this for your account.
A restricted location is still visible to a user who shouldn't see it
Restricted location visibility is based on active membership — not primary location. If a user has an active membership in that org, they will see it regardless of their primary location. Check whether the user has an active or community membership in the restricted org, and remove or deactivate it if they should no longer have access.
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