For Admins | Settings | Optix Support

Quick Guide to Settings

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

Written by Jenna C.
Updated over a week ago

Organization Details

How do I update my organization details?

As an admin, learn how to update your organization’s logo, address, timezone, and more

Written by Jenna C.
Updated over a week ago

How do I update my location details?

As an admin, set your location details including name, address, contact information, photos, and opening hours

Written by Jenna C.
Updated over a week ago

How do I set the timezone for my location?

Learn how your location's time zone is set

Written by Jenna C.
Updated over a week ago

Location Settings

How do I add an additional location to my Optix account?

As an admin, learn how to add additional locations to your Optix account

Written by Jenna C.
Updated over a week ago

How do I remove an additional location from my Optix account?

As an admin, learn how to delete location(s) from your Optix account

Written by Jenna C.
Updated over a week ago

How do I welcome new users to the app?

As an admin, greet your users when they open the app, and provide them with some wifi perks

Written by Jenna C.
Updated over a week ago

Admin Settings

What admin roles are available in my Optix dashboard?

As an admin, learn about the four admin roles and the access each role is assigned

Written by Jenna C.
Updated over a week ago

How do I add administrators to my Optix dashboard?

As an admin, learn how to add administrators to your Optix account

Written by Jenna C.
Updated over a week ago

How do I edit administrators in my Optix dashboard?

As an admin, learn how to edit existing admins to give them more or less access

Written by Jenna C.
Updated over a week ago

How do I remove administrators from my Optix dashboard?

As an admin, learn how to remove admins who no longer work for your organization

Written by Jenna C.
Updated over a week ago

How do I edit my admin account details and notification preferences?

As an admin, learn how to edit your personal information and control your admin email notification preferences

Written by Jenna C.
Updated over a week ago

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

Written by Jenna C.
Updated over a week ago

How do I set my invoicing billing date?

As an admin, learn how to set your billing date

Written by Jenna C.
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

Written by Jenna C.
Updated this week

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

Written by Jenna C.
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

Written by Jenna C.
Updated over a week ago

How do I manage my tax information?

As an admin, learn how to specify tax information for your organization

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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.

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
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

Written by Jenna C.
Updated over a week ago

User Properties

What is a user property?

As an admin, learn what information you can collect from your users

Written by Jenna C.
Updated over a week ago

How do I create a new user property/group?

As an admin, learn how to define additional data points for your users using custom properties

Written by Jenna C.
Updated over a week ago

How do I delete an existing user property/group?

As an admin, learn how to remove user properties you’re no longer using

Written by Jenna C.
Updated over a week ago

How do I edit an existing user property/group?

As an admin, learn how to edit the user properties you’ve created

Written by Jenna C.
Updated over a week ago

Features

Which features can I enable in Optix?

As an admin, learn how to enable or disable features within Optix

Written by Jenna C.
Updated over a week ago

How do I disable a feature in Optix?

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

Written by Jenna C.
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

Written by Jenna C.
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

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

Written by Jenna C.
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

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

Written by Jenna C.
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

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

Written by Jenna C.
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

Written by Keith Whitby
Updated over a week ago