Optix

As an admin, learn how to duplicate custom Plans

How do I duplicate a Plan?

As an admin, learn how to add a Plan Template

How do I create a Plan Template in Optix?

How do I create a Pass in Optix?

As an admin, learn about the User visibility settings of a Plan Template or Pass

What is user visibility on Plan Templates and Passes?

As an admin, learn how to give Allowance, Discounts, and/or Visibility to custom groups of Resources, Products, and/or Locations

How do I give Allowance, Discounts, and/or Visibility to custom groups of Resources, Products, and/or Locations?

As an admin, view examples of common Plan settings you can follow

Common Plan Settings (Examples)

Sarah L.

Creating Plans & Passes

Create a custom design with text, images, and links

Back to Optix

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