Optix

As an admin, learn how to navigate the Getting Started section of the Help Center

Quick Guide to Getting Started

As an admin, learn how to best utilize our Help Center to support you

How to use the Optix Help Center

Sarah L.

Kelly Yoon

Cassi M

Getting started guide, workplace app requirements, feature customization, and more!

For Admins | Getting Started 

As an admin, learn what needs to be done to get your Optix account set up and ready for users

Getting Started Checklist

As an admin, use this quick guide to help you find your way around your admin dashboard

Navigating the Admin Dashboard

As an admin, learn how end-users can book spaces and engage with your coworking community

What is the mobile app experience like for my users?

As an admin, learn how to filter your dashboard by a specific location and why it's useful

Can I filter my dashboard by location?

As an admin, learn how to view recent updates to the Optix platform

Where can I get updates on the latest features, improvements, and bug fixes?

As an admin, learn how to migrate User information from your existing system to Optix

How do I bulk import User information from a spreadsheet?

As an admin, learn how to migrate User information from Stripe into Optix

How do I bulk import Users from Stripe?

As an admin, learn how to enable silent mode to prohibit user notifications from sending

How do I temporarily disable user notification emails in Optix?

As an admin, learn about the system generated emails Optix sends to your users

What kinds of system generated emails get sent to my users?

As an admin, learn more about custom terms, and version management

How do I set custom terms for my users?

First Steps

As an admin, learn what to do if you forgot your password or simply need to change it

How do I change or reset my password?

As a admin, learn what payment methods are accepted for your Optix subscription

How do I pay for Optix?

As an admin, learn how to view and download your Optix invoices, update payment information and see a preview of your upcoming charges

How do I view my Optix subscription invoices and manage my account?

As an admin, learn how to upgrade your Optix subscription from a monthly to an annual plan

How do I upgrade my Optix subscription from a monthly to an annual plan?

As an admin, learn how to make changes to your profile settings in Optix

How do I manage my Optix account?

As an admin, learn how to ensure a seamless transition to a network model

How do I set up a network model?

As an admin, learn how to access your dashboard

How do I log in & out of Optix?

Account Management

As an admin, learn how to get in touch with the Optix support team

How do I contact Optix Support?

As an admin, learn how chat and email based support allows us to serve you most efficiently

Why isn't there a support phone number I can call for help?

As an admin, learn how to report issues or bugs to Optix Support and tips to help ensure a timely resolution

How can I report issues or bugs that I find within the dashboard and mobile app?

Contacting Optix Support

As an admin, learn more about what a White Labeled App entails

What is a White Labeled App?

As an admin, learn about the process of getting a White Label App for your business

How do I get a White Label App for my business?

As an admin, learn how to accept the Apple Developer Program License Agreement to allow updates to your white-label app in the App Store

How do I accept the latest Apple Developer Program License Agreement?

As an admin, learn how to renew your Apple Developer Account to keep your white-label app accessible in the App Store

How do I renew my Apple Developer Account?

As an admin, learn about Apple's email notices, including iOS Distribution Certificates

How do I renew my Apple iOS Certificates?

White-Labeled Apps

As an admin, learn how to discontinue your Optix subscription and understand the terms of the Optix cancelation policy