Optix

As an admin, learn how to navigate the Resources section of the Optix dashboard

Quick Guide to Resources

As an Admin, learn how to close your organization by blocking all of your Resources on your calendar

How do I block all of my Resources on my Schedule?

As an admin, learn about resource types and how they relate to resource and plan creation

What are resource types?

As an admin, learn how to set resource availability using time slots

What are Resource Type time slots?

Sarah L.

Kelly Yoon

Add bookable items and spaces to your dashboard for users to utilize in-app

For Admins | Resources

Learn how to create and configure a Resource in Optix

How do I create a Resource?

As an admin, learn more about the specific resource settings in the booking policy panel

How do I set up the booking policy for a resource?

As an admin, learn how to bulk create the same type of resource

How do I duplicate a resource in Optix?

Creating Resources

As an admin, learn how to make customized resource types for your organization

How do I create a resource type?

As an admin, learn which settings and parameters contribute to a resource’s availability for booking

How do I set my availability for resource bookings?

As an admin, learn how to set up a time slot from the Resource Types page

How do I create a time slot for a resource?

Creating Resource Types

As an admin, learn how to make changes to a resource you created

How do I edit an individual resource in Optix?

As an admin, learn how to use the bulk editing functionality to edit several resources at once

How do I edit multiple resources at once (bulk edit)?

Editing Resources

As an admin, learn how to update the resource types you’ve created

How do I edit a resource type?

As an admin, learn how to make changes and update your resource type’s time slots

How do I edit/delete a time slot for a  resource?

Editing Resource Types

As an admin, learn how to alter the visibility and booking ability of a resource

How do I make a resource visible (or hidden) to my users?

As an admin, learn how to promote your Resources using QR codes

How can I promote my Resources using QR codes?

Learn how to restrict which Resources and Products Users can see and book in the app

How do I control which Resources and Products my Users can see and book in the app?

As an admin, learn how to restrict users from booking a resource using the 'Bookable by Administrators Only' feature

How do I make a resource 'Bookable by Administrators Only'?

As an admin, learn about the different ways to managing office assignments in Optix

How do I manage private offices in Optix?

As an admin, learn how to create Plans to attribute desks to Users

How do I assign dedicated desks in Optix?

As an admin, learn how to apply discounts to standard Resource rates for your users via Plans

How do I price a Resource differently based on which Plan a user is on?

Managing Resources

As an admin, see how your internal settings will affect the view of your resources in-app

How will my resource types appear in the app?

As an admin, learn how to utilize Types to showcase your resources on the Home Screen