Optix

As a User, learn how to use your workplace app

Getting Started Guide for Users

Sarah L.

Kelly Yoon

Learn how to navigate and use an Optix powered workplace app

For Users | App FAQs

As a user, learn how to download your workplace app

How do I download my organization's app?

As a user, learn how to sign in to your workplace app

How do I log into the app?

As a user, learn how to update your account information within the mobile app

How do I edit my profile/account details?

As a user, learn how to enable location services for your workplace app to take advantage of presence based features in Optix

How do I enable location services?

As a user, learn how to contact a staff member directly through your workplace app

How do I contact the organization administrator?

As a user, learn how (and when) you should contact the Optix Support team directly.

How do I contact the Optix Support Team?

As a user, learn how to unlock the door with your workplace app

How do I unlock the door with my app?

As a user, learn how to report an issue with the space to your organization manager through your workplace app

How do I report an issue in my organization?

The basics

As a User, learn what a primary location is in your organization

What is a primary location?

As a user, if your organization has multiple locations, you can switch among them on the home screen of the app.

How do I switch locations?

As a user, learn how to switch your organization in-app

How do I switch to another Optix organization in-app?

Location

As a user, learn how to enable automatic app updates to ensure you always have the most recent version of the workplace app

How do I set up the app to automatically update?

As a user, learn how to control what email notifications you receive from Optix

How do I update my email notification settings?

As a user, learn how to control the notifications you receive in iOS or Android

How do I update my push notifications settings?

As a user, learn who to contact to change the email associated with your account

How do I change the email address associated with my account?

As a user, learn how to reset your password on Android or iOS

How do I reset my password?

As a user, learn how to update your account password

How do I change my password?

As a user, learn how to request the deletion of your user data from the Optix database

How do I request that my user data be deleted?

As a user, learn how to request an export of your user data housed in the Optix database

How do I request an export of my user data?

As a user, learn how to enable background app refresh, and understand when you might need to do this

How do I enable background App Refresh?

Account Settings

As a user, learn how to verify your ACH payment method

How do I verify my ACH payment method with Optix?

As a User, learn how to add a payment method to your account within the app

How do I add or remove my payment method information?

As a user, learn how to input your card information for future payments

How do I add a payment method to my account?

As a user, learn how to set your account to process invoice payments automatically

How do I enable or disable auto-payments?

As a user, learn how to pay your invoices directly through the app

How do I pay my invoices?

As a user, learn where you can find a full record of all of your invoices in the mobile app

How do I review my past, due, and upcoming invoices?

As a user, learn how to send a copy of your invoice to yourself or a third party

How do I email or download an invoice?

As a User, learn how and when you will be billed

When will I be billed?

As a user, learn how billing works if you are part of a team

Will I be billed if I'm part of a team?

As a user, learn how to delete old card information

How do I remove a payment method from my account?

Payment

As a user, learn how to communicate with others in your coworking space through the Community Feed

How do I post on my organization’s feed?

As a user, learn how to engage with other users' posts in the community feed

How do I comment on a community feed post?

As a user, learn how to message other users of the space

How can I message other Optix users at my organization?

As a user, learn where you can find more information about the other users at your organization.

Where can I find information about other users at my organization?

As a user, learn how to add or remove yourself from the user directory

How do I control if I appear in my organization's user directory?

As a user, learn how you can easily see who is present in the organization today

What do the 'dots' next to each of the users in the directory mean?

Community

As a user, learn what ‘resources’ are in Optix, and how to book them in-app

How do I make bookings?

As a User, learn how to invite your Team members to your bookings

How do I invite my team members to my booking?

As a user, learn how to create a check-in using your workplace app

How do I check into my organization?

As a user, learn how to create a repeat booking in the mobile app

How do I create repeat bookings?

As a user, learn about the specific case where you can book several resources at once

Can I book several resources at once?

As a user, learn how to check on your upcoming bookings in the mobile app

How do I view and edit my bookings?

As a user, learn how to add additional time to a current booking

How do I extend a booking?

As a user, learn how to check the response status of invitees on bookings in the mobile app

How do I view responses from invitees on my bookings?

As a user, learn how to add Optix bookings to your Google, iCal or Outlook calendar from the booking confirmation email

How do I add Optix bookings to my personal calendar?

As a  user, learn how to favorite a meeting room in Optix to make booking even quicker in the future

How do I favorite a resource in Optix?

As a user, learn how to delete a booking you no longer wish to attend

How do I cancel a booking?

As a User, learn how to make a desk booking through the mobile app

How do I book a desk?

As a User, learn how to book a conference or meeting room within the mobile app

How do I book a meeting room?

As a user, learn where to find details of your assignments

How do I view my assignments?

Bookings & Assignments

What are teams?

As a user, learn about the responsibilities of a designated team administrator

What is the role of a team admin?

As a user, learn how to build a team of users within the app

How do I create a team?

As a user (and team admin), learn how to build a team in your organization

How do I add users and team admins to my team?

As a user (and team admin), learn how to make updates to your team profile in Optix

How do I edit my team details?

As a user (and Team administrator), learn how to make changes to your Team

How do I add or remove Users and Team admins from my Team?

As a user (and team admin), learn how to delete users no longer affiliated with your team or remove the admin title from a user

How do I remove users and team admins from my team?

Teams

As a user, learn how to add a Pass to your account within the app

How do I add a Pass to my account?

As a user, learn how you can be granted booking allowances and discounts through plans

What is a plan?

As a user, learn how to add a Plan to your account within the app

How do I add a Plan to my account?

As a User, learn if you can purchase multiple Plans and Passes

Can I be added to more than one Plan and Pass?

As a user, learn how to charge bookings to an available plan allowance

How do I use a plan allowance when making a booking?

As a user, learn who to contact to make changes to your assigned plan(s)

How do I edit my plan details?

As a user, learn where to add bookings to your plan allowance

Why isn't my discount or plan applied to my room/desk booking?

As a user, learn where to find details of your assigned plans and review your available allowances

How do I review my plan details and remaining booking allowance?

As a user, learn what happens when you have used up your available booking allowance

What happens if I've used up my booking allowance before the end of the plan period?

As a user, learn how to contact your administrator to cancel a plan

How do I cancel my plan?

Plans

As a user, learn about Perks and how to redeem them

What are Perks?

Perks

As a user, learn where to locate products for sale at your coworking location

Where can I find products for purchase at my coworking location?

As a user, learn how to purchase products or services right from your mobile app!