Welcome to Optix! This article will explain a few key concepts to help you understand the platform before you dive in.

Any users who you want to have access to the community, resources, and services that your workplace has to offer will need to be added in Optix (and will be referred to) as USERS. Users will have access to the Mobile App and can also optionally be grouped into TEAMS, which support the sharing of plans and a common invoice for all team members.

RESOURCES refer to any assets you’ve made available to book. Have a hot desk ready for drop-in users to book? Create a resource for it. Have a team looking for a meeting room to discuss quarterly financials? Create a resource! This way, you can set prices per hour, sync a calendar to update the resource availability and track scheduling, invoice users for usage, and sign users up for access to these resources through PLANS.

PLANS are the tool by which you can provide your users with allowances and discounts for using resources. Allowances can be provided in days and/or hours, as well as in credit. Plans are assigned to a user or team, and this is how recurring charges are created in Optix. The same user or team can have multiple plans assigned to them if desired.

BOOKINGS allow users to reserve a particular room or resource within your workplace, and they are made on an hourly basis. CHECK-INS are used to track the days your users have come in to your workplace. When a booking or check-in is created, Optix will draw down the available allowance on the relevant user’s plan and display this to them in the mobile app.

INVOICE charges are created automatically based on plan assignments and any booking or check-in activity not covered by a plan allowance. Custom charges can also be created by administrators. In your dashboard, you can review any pending, upcoming, due, overdue, or failed invoices to track your incoming revenue and to charge users for any additional usage.

Now you’re ready to dive in! We recommend following along with the in-trail prompts and guides as they will help you understand each of these core functions and how they work.

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