Optix

As an admin, learn how to customize and enable Forms on your website

Quick Guide to Forms

As an admin, learn how to receive tracking events from Optix embedded forms so you can forward conversions to Google Analytics or any other analytics system.

How do I track conversion events from my embedded forms?

As an admin, learn how to customize the design of your embeddable user onboarding and drop-in booking forms

How do I change the design of my forms?

As an admin, learn how you can get prospective or new members to inquire about membership or bookings at your space

How do I accept inquiries from Prospective Users?

Sarah L.

Keith Whitby

Raul Zhou

Customize and implement web forms on your website

For Admins | Forms

As an admin, learn how to embed the customizable Tour Form onto your website

How do I enable leads to book tours from my website?

Tour Bookings Form

As an admin, learn how to embed the customizable drop-in booking form directly onto your website

How do I enable my Drop-in Form to accept bookings from my website?

As an admin, learn how to edit your drop-in booking embed code or link to fit specific requirements

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

As an admin, learn about the User experience when making a booking via your Drop-in Form.

What do Users experience when making bookings from my Drop-in Form?

Bookings Form

As an admin, learn how to embed a customizable sign-up form onto your website

How do I enable leads to sign up for a Plan or Pass on my website?

As an admin, learn how to showcase specific Plans or Passes via the Sign-up Form

How do I promote specific Plans or Passes on my website?

Sign-up Form

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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