For Admins | Apps, Integrations & Payment Gateways

Quick Guide to Apps & Integrations

As an admin, learn how to navigate the Apps, Integrations & Payment Gateways section of the Optix dashboard

Written by Sarah L.
Updated over a week ago

Kisi

What does the Optix and Kisi integration do?

As an admin, learn about the Optix and Kisi integration

Written by Sarah L.
Updated over a week ago

How do I connect Kisi and Optix?

As an admin, learn how to link Kisi access groups/teams with plans in Optix to provide seamless physical access control to your users

Written by Sarah L.
Updated over a week ago

How do I provide Kisi access to my users with Optix?

As an admin, learn how to provide membership, bookings, and check-in support with the Kisi Optix integration

Written by Sarah L.
Updated over a week ago

How do I automate my check-in process with Kisi?

As an admin, learn about automating your check in process with the Kisi integration

Written by Sarah L.
Updated over a week ago

Salto

What does the Optix and Salto integration do?

As an admin, learn about the Optix and Salto integration

Written by Sarah L.
Updated over a week ago

How do I connect Salto and Optix?

As an admin, learn how to link Salto KS access groups with Optix to provide seamless physical access control to your users

Written by Sarah L.
Updated over a week ago

How do I provide Salto access to my users in Optix?

As an admin, learn how to provide plan, bookings, and check-in support with the Salto Optix integration

Written by Sarah L.
Updated over a week ago

Iron WiFi

How do I connect IronWiFi and Optix?

As an admin, learn how to integrate IronWiFi and Optix to provide a seamless check-in process for your users

Written by Sarah L.
Updated over a week ago

What does the Optix and IronWiFi integration do?

As an admin, learn about the Optix and IronWiFi integration

Written by Sarah L.
Updated over a week ago

Perks

How do I create a Perk in Optix?

As an admin, learn how to create a Perk in your dashboard

Written by Sarah L.
Updated over a week ago

How do I end or remove a perk?

As an admin, learn how to end or remove a Perk from your dashboard

Written by Sarah L.
Updated over a week ago

How do I understand how my Perks are performing?

As an admin, understand who and when Perks were redeemed

Written by Sarah L.
Updated over a week ago

How do Perks work in Optix?

As an admin, learn how to showcase member benefits to your users

Written by Sarah L.
Updated over a week ago

Events

How do Events work in Optix?

As an admin, learn how events work and what to do to enable Events in your dashboard

Written by Sarah L.
Updated over a week ago

How do I create an event in Optix?

As an admin, learn how to create an event in your dashboard

Written by Sarah L.
Updated over a week ago

How do I update an event?

Learn how to make changes to the date, time, and location of your event

Written by Sarah L.
Updated over a week ago

How do I remove an event?

As an admin, learn how to delete an event from your dashboard

Written by Sarah L.
Updated over a week ago

Calendars

How do I sync a Microsoft 365 account to Optix?

As an admin, learn how to sync Microsoft 365, Outlook or Exchange calendars with Optix resources

Written by Sarah L.
Updated over a week ago

How do I sync Google Calendar with Optix?

As an admin, learn how to sync bookings between Optix resources and Google calendars

Written by Sarah L.
Updated over a week ago

Why was my Google Calendar or Office 365 booking not imported?

As an admin, learn why an external booking may not appear in your dashboard

Written by Sarah L.
Updated over a week ago

How do I reset my Google or Office 365 Calendar Sync?

As an admin, learn how to reset your calendar sync to fix common sync issues

Written by Sarah L.
Updated over a week ago

Will the details of bookings made externally on Exchange and Google be kept confidential within Optix?

As an admin, learn about the visibility of your external bookings in the dashboard and app

Written by Sarah L.
Updated over a week ago

Ezeep

How do I track the printer usage of my Users?

As an admin, learn how you can charge Users for printing in Optix

Written by Sarah L.
Updated over a week ago

How do I set up the Ezeep integration with Optix?

As an admin, learn how to link Ezeep, a printing integration, with Optix

Written by Sarah L.
Updated over a week ago

Accounting

How do I set up the Xero integration app with Optix?

As an admin, learn how to set up the Xero integration app

Written by Cassi M
Updated this week

What do the Xero error codes mean on my invoices?

As an admin, learn how to resolve common Xero error messages

Written by Sarah L.
Updated over a week ago

How do I set up the QuickBooks Online integration app with Optix?

As an admin, learn how to configure the QuickBooks Online integration app in Optix

Written by Cassi M
Updated this week

Payment Gateways

What payment gateways does Optix integrate with?

As an admin, learn what payment gateways can be integrated with Optix

Written by Sarah L.
Updated over a week ago

What types of payment methods does Stripe allow for users?

As an admin, learn what types of payment methods your users can add when you have Stripe as a payment gateway

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with Stripe?

As an admin, learn how to link Optix with your Stripe account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with Stripe (including US and Canada bank accounts)?

As an admin, learn how to link Optix with your ACH-enabled Stripe account to accept/process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway integration with Authorize.net?

As an admin, learn how to link Optix with your Authorize.net account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with Orbital (Chase Paymentech)?

As an admin, learn how to connect Optix with your Orbital (Chase Paymentech) account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with Moneris?

As an admin, learn how to link Optix with your Moneris account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with Payflow Pro?

As an admin, learn how to link Optix with your Payflow Pro account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I set up my payment gateway with CardConnect (CardPointe)?

As an admin, learn how to link Optix with your CardConnect/CardPointe account to accept and process payments

Written by Sarah L.
Updated over a week ago

How do I change my payment gateway?

As an admin, learn how to change the payment gateway that is used to process your payments in Optix

Written by Sarah L.
Updated over a week ago

Zapier

How does Zapier work with Optix?

As an admin, learn how Zapier works and how it can be used to create integrations between Optix and other software you are using

Written by Sarah L.
Updated over a week ago

Does Optix integrate with Slack?

As an admin, learn how to connect Slack to Optix via Zapier

Written by Sarah L.
Updated over a week ago

What CRMs does Optix integrate with?

As an admin, learn how Zapier can help you integrate your apps with Optix

Written by Sarah L.
Updated over a week ago

Other

How do I set up SSO using Microsoft Azure?

As an admin, learn how to enable SSO for your Optix account when using Microsoft Azure

Written by Sarah L.
Updated over a week ago

How is single sign-on enabled via ADFS?

As an admin, learn how to set up single-sign on portals for your users with ADFS

Written by Sarah L.
Updated over a week ago

How do I connect Optix with my Skype for Business account?

As an admin, learn how to integrate with Skype for Business so that users can add virtual meeting details to their Optix bookings

Written by Sarah L.
Updated over a week ago