For Admins | Settings

Optimize your organization, location, and dashboard settings by updating your preferences and parameters

Keith Whitby avatar Alison Parker avatar
43 articles in this collection
Written by Keith Whitby and Alison Parker
Invoicing Settings

How do I configure my payment settings in Optix?

As an admin, learn where to configure your settings, and what payment settings you can customize
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I set my invoicing billing date?

As an admin, learn how to set your billing date
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I require payment methods from my users?

As an admin, learn how to require your users to input a payment method when creating their accounts
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I enable auto-payments in my organization?

As an admin, learn how to enable auto-payments so your users never miss a payment date
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I manage additional charge settings?

As an admin, learn how to manage any bookings or purchases made without a plan
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I manage my tax information?

As an admin, learn how to specify tax information for your organization
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I manage my invoicing preferences?

As an admin, learn how to tailor your preferences to benefit your organization
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I manage my invoice information?

As an admin, learn how to customize your invoices to display your organization’s information
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I remove or disable payments and invoices from my Optix dashboard and app?

As an admin, learn how to disable all payment related features in Optix
Alison Parker avatar
Written by Alison Parker
Updated over a week ago
Mobile apps Settings

How do I approve 'access requests' to join to my organization's app?

As an admin, learn how to approve your users' requests to your organization
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I configure the home buttons on the mobile app?

As an admin, learn how to place, edit, and rename the home buttons on your mobile app home screen.
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I specify a default location view in the mobile app?

As an admin, learn how to set either a list or map view as the default for your users
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How can I add custom links to my organization's app?

As an admin, learn how to link directly to a webpage of your choice within the menu of your workplace app
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I change the logo that appears as my users log in to the app?

As an admin, learn how to customize your Optix app with your organization's logo
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I create a menu extension?

As an admin, learn how to add a link to your website within the app
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I edit a menu extension I've created?

As an admin, learn how to edit or update your website linked in the app
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I remove a menu extension I've created?

As an admin, learn how to remove your website link so as not to appear in app
Alison Parker avatar
Written by Alison Parker
Updated over a week ago
Web Widgets

How do I set availability for tour bookings?

As an admin, learn more about the booking window functionality for your tour bookings widget
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I enable bookings on my website?

As an admin, learn how to embed the customizable drop-in booking widget directly onto your website
Keith Whitby avatar
Written by Keith Whitby
Updated over a week ago

How do I allow users to sign up via the web?

As an admin, learn how to embed the customizable Optix user sign-up process directly onto your website
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I enable tour bookings from my website?

As an admin, learn how to embed the customizable tour booking widget onto your website
Keith Whitby avatar
Written by Keith Whitby
Updated over a week ago

How do I sync tour bookings to my Google Calendar?

As an admin, learn how to sync tour bookings to your Google Calendar
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I use advanced embed options in my drop-in bookings widget?

As an admin, learn how to edit your drop-in booking embed code or link to fit specific requirements
Keith Whitby avatar
Written by Keith Whitby
Updated over a week ago

How do I use advanced settings to define specific plans in the sign-up widget?

As an admin, learn how to showcase specific plans or automatically assign a plan via the sign-up widget
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

How do I change the design of my web widgets?

As an admin, learn how to customize the design of your embeddable user onboarding and drop-in booking widgets
Keith Whitby avatar
Written by Keith Whitby
Updated over a week ago