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For Admins | Resources
Add bookable items and spaces to your dashboard for users to utilize in-app
25 articles in this collection
Written by
Kelly Yoon
and
Sarah L.
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