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How do I create and manage Perks in Optix?

As an admin, learn how to offer exclusive benefits to your community with the Perks App

Sarah L. avatar
Written by Sarah L.
Updated today

Note: The Perks feature is only available when subscribed to a Pro, Grow or Scale plan. For more detailed information, visit our pricing page.

The Perks App in Optix lets you promote exclusive discounts, promos, and offers—known as Perks—to your members. Whether it’s 10% off at a local café or $100 for ride-sharing, Perks are a great way to build community, support local partnerships, and enhance your membership offering.

How to set up Perks

1. Enable the Perks App

To get started, first enable the app in your Optix dashboard:

  1. Navigate to Settings > Features on the left-hand bar of your dashboard

  2. Select Perks and click Enable feature

  3. Once the Perks app is enabled, it will display a link in the left-hand menu of your dashboard

2. Create your first Perk

  1. Click Perks in the left-hand menu

  2. Click Add perk

  3. Choose your code type:

    • Multiple unique promo codes: Each user receives their own code

    • Single reusable code or link: All users access the same code or URL

  4. Include the details of your perk including what you’d like it to be called and a description of perk. These fields will be displayed to the user

  5. Promo Code(s):

    • For unique codes: Upload your list (Pro tip: Use a promo code generator tool to create your codes)

    • For single use: Add the promo code and optional link

  6. Set any conditions of who this code gets revealed to (if applicable). You’ll be able to specify that a user must not have an overdue invoice and/or must be on an active plan in order to see the perk

  7. Click Save and your perk will be marked as active and appear in your app

Note: Perks cannot be used for bookings or purchases in-app at this time. Perks are only for external vendors such a local partners who want to market their offerings and provide value to your membership base.

How to manage your Perks and understand how they are performing

To manage your perks, you are able to view and edit their statuses. There are three Perk statuses:

  1. Active: All users can see the Perk. If they pass the conditions you’ve set (if applicable), then they will be able to redeem it

  2. Ended - Users that redeemed the Perk can still see it, but users that have not will not see it

  3. Hidden - No users can see the Perk whether they redeemed it or not

You are able to change the status of your Perk at any time by following these steps:

  1. Navigate to the Perk you’d like to edit

  2. Click the three dot menu on the right hand side

  3. Change the status of the Perk

Understand how your Perks are performing

You're able to get information on how your Perks are performing directly from your dashboard. Follow the steps below to download a report:

  1. Navigate to the Perk you’d like to edit

  2. Click the three dot menu on the right hand side

  3. Click ‘Download report’

This will download a CSV file with the following columns:

  • Code - Shows the contents of the row that was added e.g. ABC123

  • User name - E.g. Bob Smith

  • User ID - E.g. 12345

  • Date/time viewed - E.g. Mar 4, 2022, 3:14pm

Benefits of Using the Perks App

Adding perks to your coworking or flex space community has many advantages:

  • Boost Member Retention: Create added value that keeps users coming back

  • Strengthen Local Partnerships: Build relationships with nearby businesses

  • Attract New Members: Promote your perks as part of your space’s offering

  • Centralized Perk Management: Manage all perks—past, present, and future—in one place

  • Usage Insights: See how often perks are being revealed and which ones are most popular
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FAQs

Can I limit who sees a perk?

Yes, you can set visibility rules based on whether they have an overdue invoice or not, or whether they have an active plan.

Can I use Perks for promo codes for booking rooms?

No, perks cannot be used for bookings or purchases in-app at this time.

Where do perks appear for users?

They live on the home screen of the user app under the Perks button.

Troubleshooting

I don’t see the Perks app in my dashboard.

Ensure you’re on a qualifying plan (Pro, Grow, or Scale) and that you've enabled the Perks feature first.

My user can’t see a perk.

Check the visibility conditions set when you created the perk. They may be restricted by overdue invoices or inactive plans.

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