Welcome to Optix! This will explain four key concepts that will help you understand the platform before you dive in.
Any members 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 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.
PLANS are the tool by which you can provide your members allowances and discounts for using the space. Allowances can be provided in days, hours or a combination of the two. Plans are assigned to a user or team and this is how recurring charges are created in Optix. The same user can have multiple plans assigned to them if desired.
BOOKINGS allow members to reserve a particular room or resource within your space and are made on an hourly basis. CHECK-INS are used to track the days your members 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 their workplace 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.
Now you’re ready to dive in. We recommend following along with the on screen pointers as they will help you understand each of these core functions and how they work.
Now you’re ready to dive in!