Optix

As an admin, learn how to sync Microsoft 365, Outlook or Exchange calendars with Optix resources

How do I sync a Microsoft 365 account to Optix?

As an admin, learn how to sync bookings between Optix resources and Google calendars

How do I sync Google Calendar with Optix?

As an admin, learn why an external booking may not appear in your dashboard

Why was my Google Calendar or Office 365 booking not imported?

As an admin, learn how to reset your calendar sync to fix common sync issues

How do I reset my Google or Office 365 Calendar Sync?

As an admin, learn about the visibility of your external bookings in the dashboard and app

Will the details of bookings made externally on Exchange and Google be kept confidential within Optix?

Sarah L.

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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