For Admins | Resources | Optix Support

Quick Guide to Resources

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

Written by Sarah L.
Updated over a week ago

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

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

Written by Kelly Yoon
Updated over a week ago

What are resource types?

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

Written by Sarah L.
Updated over a week ago

What are Resource Type time slots?

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

Written by Sarah L.
Updated over a week ago

Creating Resources

How do I create resources in Optix?

Learn how to set up your desks, meeting rooms and offices in Optix

Written by Sarah L.
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

How do I duplicate a resource in Optix?

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

Written by Sarah L.
Updated over a week ago

Creating Resource Types

How do I create a resource type?

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

Written by Sarah L.
Updated over a week ago

How do I set my availability for resource bookings?

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

Written by Sarah L.
Updated over a week ago

How do I create a time slot for a resource?

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

Written by Sarah L.
Updated over a week ago

Editing Resources

How do I edit an individual resource in Optix?

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

Written by Sarah L.
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

Editing Resource Types

How do I edit a resource type?

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

Written by Sarah L.
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

Managing Resources

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

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

Written by Sarah L.
Updated over a week ago

How can I promote my Resources using QR codes?

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

Written by Kelly Yoon
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

How do I manage private offices in Optix?

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

Written by Sarah L.
Updated over a week ago

How do I assign dedicated desks in Optix?

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

Written by Sarah L.
Updated over a week ago

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

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

Written by Sarah L.
Updated over a week ago

Managing Resource Types

How will my resource types appear in the app?

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

Written by Sarah L.
Updated over a week ago

How do I prioritize which resources are promoted on the home screen?

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

Written by Sarah L.
Updated over a week ago

Removing Resources

How do I delete a resource?

As an admin, learn how to delete resources from Optix

Written by Sarah L.
Updated over a week ago

Removing Resource Types

How do I delete a resource type?

As an admin, learn how to remove a resource type from your dashboard

Written by Sarah L.
Updated over a week ago