Go to Optix
All Collections
For Users | App FAQs
For Users | App FAQs
Learn how to navigate and use an Optix powered workplace app
72 articles in this collection
Written by
Kelly Yoon
and
Sarah L.
Getting Started Guide for Users
As a User, learn how to use your workplace app
Written by
Sarah L.
Updated over a week ago
The basics
How do I download my organization's app?
As a user, learn how to download your workplace app
Written by
Sarah L.
Updated over a week ago
How do I log into the app?
As a user, learn how to sign in to your workplace app
Written by
Sarah L.
Updated over a week ago
How do I edit my profile/account details?
As a user, learn how to update your account information within the mobile app
Written by
Sarah L.
Updated over a week ago
How do I enable location services?
As a user, learn how to enable location services for your workplace app to take advantage of presence based features in Optix
Written by
Sarah L.
Updated over a week ago
How do I contact the organization administrator?
As a user, learn how to contact a staff member directly through your workplace app
Written by
Sarah L.
Updated over a week ago
How do I contact the Optix Support Team?
As a user, learn how (and when) you should contact the Optix Support team directly.
Written by
Sarah L.
Updated over a week ago
How do I unlock the door with my app?
As a user, learn how to unlock the door with your workplace app
Written by
Sarah L.
Updated over a week ago
How do I report an issue in my organization?
As a user, learn how to report an issue with the space to your organization manager through your workplace app
Written by
Sarah L.
Updated over a week ago
Location
What is a primary location?
As a User, learn what a primary location is in your organization
Written by
Sarah L.
Updated over a week ago
How do I switch locations?
As a user, if your organization has multiple locations, you can switch among them on the home screen of the app.
Written by
Sarah L.
Updated over a week ago
How do I switch to another Optix organization in-app?
As a user, learn how to switch your organization in-app
Written by
Kelly Yoon
Updated over a week ago
Account Settings
How do I set up the app to automatically update?
As a user, learn how to enable automatic app updates to ensure you always have the most recent version of the workplace app
Written by
Sarah L.
Updated over a week ago
How do I update my email notification settings?
As a user, learn how to control what email notifications you receive from Optix
Written by
Sarah L.
Updated over a week ago
How do I update my push notifications settings?
As a user, learn how to control the notifications you receive in iOS or Android
Written by
Sarah L.
Updated over a week ago
How do I change the email address associated with my account?
As a user, learn who to contact to change the email associated with your account
Written by
Sarah L.
Updated over a week ago
How do I reset my password?
As a user, learn how to reset your password on Android or iOS
Written by
Sarah L.
Updated over a week ago
How do I change my password?
As a user, learn how to update your account password
Written by
Sarah L.
Updated over a week ago
How do I request that my user data be deleted?
As a user, learn how to request the deletion of your user data from the Optix database
Written by
Sarah L.
Updated over a week ago
How do I request an export of my user data?
As a user, learn how to request an export of your user data housed in the Optix database
Written by
Sarah L.
Updated over a week ago
How do I enable background App Refresh?
As a user, learn how to enable background app refresh, and understand when you might need to do this
Written by
Sarah L.
Updated over a week ago
Payment
How do I verify my ACH payment method with Optix?
As a user, learn how to verify your ACH payment method
Written by
Sarah L.
Updated over a week ago
How do I add or remove my payment method information?
As a User, learn how to add a payment method to your account within the app
Written by
Sarah L.
Updated over a week ago
How do I add a payment method to my account?
As a user, learn how to input your card information for future payments
Written by
Sarah L.
Updated over a week ago
How do I enable or disable auto-payments?
As a user, learn how to set your account to process invoice payments automatically
Written by
Sarah L.
Updated over a week ago
How do I pay my invoices?
As a user, learn how to pay your invoices directly through the app
Written by
Sarah L.
Updated over a week ago
How do I review my past, due, and upcoming invoices?
As a user, learn where you can find a full record of all of your invoices in the mobile app
Written by
Sarah L.
Updated over a week ago
How do I email or download an invoice?
As a user, learn how to send a copy of your invoice to yourself or a third party
Written by
Sarah L.
Updated over a week ago
When will I be billed?
As a User, learn how and when you will be billed
Written by
Sarah L.
Updated over a week ago
Will I be billed if I'm part of a team?
As a user, learn how billing works if you are part of a team
Written by
Sarah L.
Updated over a week ago
How do I remove a payment method from my account?
As a user, learn how to delete old card information
Written by
Sarah L.
Updated over a week ago
Community
How do I post on my organization’s feed?
As a user, learn how to communicate with others in your coworking space through the Community Feed
Written by
Sarah L.
Updated over a week ago
How do I comment on a community feed post?
As a user, learn how to engage with other users' posts in the community feed
Written by
Sarah L.
Updated over a week ago
How can I message other Optix users at my organization?
As a user, learn how to message other users of the space
Written by
Sarah L.
Updated over a week ago
Where can I find information about other users at my organization?
As a user, learn where you can find more information about the other users at your organization.
Written by
Sarah L.
Updated over a week ago
How do I control if I appear in my organization's user directory?
As a user, learn how to add or remove yourself from the user directory
Written by
Sarah L.
Updated over a week ago
What do the 'dots' next to each of the users in the directory mean?
As a user, learn how you can easily see who is present in the organization today
Written by
Sarah L.
Updated over a week ago
Bookings & Assignments
How do I make bookings?
As a user, learn what ‘resources’ are in Optix, and how to book them in-app
Written by
Sarah L.
Updated over a week ago
How do I invite my team members to my booking?
As a User, learn how to invite your Team members to your bookings
Written by
Kelly Yoon
Updated over a week ago
How do I check into my organization?
As a user, learn how to create a check-in using your workplace app
Written by
Sarah L.
Updated over a week ago
How do I create repeat bookings?
As a user, learn how to create a repeat booking in the mobile app
Written by
Sarah L.
Updated over a week ago
Can I book several resources at once?
As a user, learn about the specific case where you can book several resources at once
Written by
Sarah L.
Updated over a week ago
How do I view and edit my bookings?
As a user, learn how to check on your upcoming bookings in the mobile app
Written by
Sarah L.
Updated over a week ago
How do I extend a booking?
As a user, learn how to add additional time to a current booking
Written by
Sarah L.
Updated over a week ago
How do I view responses from invitees on my bookings?
As a user, learn how to check the response status of invitees on bookings in the mobile app
Written by
Sarah L.
Updated over a week ago
How do I add Optix bookings to my personal calendar?
As a user, learn how to add Optix bookings to your Google, iCal or Outlook calendar from the booking confirmation email
Written by
Sarah L.
Updated over a week ago
How do I favorite a resource in Optix?
As a user, learn how to favorite a meeting room in Optix to make booking even quicker in the future
Written by
Sarah L.
Updated over a week ago
How do I cancel a booking?
As a user, learn how to delete a booking you no longer wish to attend
Written by
Sarah L.
Updated over a week ago
How do I book a desk?
As a User, learn how to make a desk booking through the mobile app
Written by
Sarah L.
Updated over a week ago
How do I book a meeting room?
As a User, learn how to book a conference or meeting room within the mobile app
Written by
Sarah L.
Updated over a week ago
How do I view my assignments?
As a user, learn where to find details of your assignments
Written by
Sarah L.
Updated over a week ago
Teams
What are teams?
As a user, learn how teams work in Optix
Written by
Sarah L.
Updated over a week ago
What is the role of a team admin?
As a user, learn about the responsibilities of a designated team administrator
Written by
Sarah L.
Updated over a week ago
How do I create a team?
As a user, learn how to build a team of users within the app
Written by
Sarah L.
Updated over a week ago
How do I add users and team admins to my team?
As a user (and team admin), learn how to build a team in your organization
Written by
Sarah L.
Updated over a week ago
How do I edit my team details?
As a user (and team admin), learn how to make updates to your team profile in Optix
Written by
Sarah L.
Updated over a week ago
How do I add or remove Users and Team admins from my Team?
As a user (and Team administrator), learn how to make changes to your Team
Written by
Sarah L.
Updated over a week ago
How do I 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
Written by
Sarah L.
Updated over a week ago
Plans
How do I add a Pass to my account?
As a user, learn how to add a Pass to your account within the app
Written by
Kelly Yoon
Updated over a week ago
What is a plan?
As a user, learn how you can be granted booking allowances and discounts through plans
Written by
Sarah L.
Updated over a week ago
How do I add a Plan to my account?
As a user, learn how to add a Plan to your account within the app
Written by
Sarah L.
Updated over a week ago
Can I be added to more than one Plan and Pass?
As a User, learn if you can purchase multiple Plans and Passes
Written by
Sarah L.
Updated over a week ago
How do I use a plan allowance when making a booking?
As a user, learn how to charge bookings to an available plan allowance
Written by
Sarah L.
Updated over a week ago
How do I edit my plan details?
As a user, learn who to contact to make changes to your assigned plan(s)
Written by
Sarah L.
Updated over a week ago
Why isn't my discount or plan applied to my room/desk booking?
As a user, learn where to add bookings to your plan allowance
Written by
Sarah L.
Updated over a week ago
How do I review my plan details and remaining booking allowance?
As a user, learn where to find details of your assigned plans and review your available allowances
Written by
Sarah L.
Updated over a week ago
What happens if I've used up my booking allowance before the end of the plan period?
As a user, learn what happens when you have used up your available booking allowance
Written by
Sarah L.
Updated over a week ago
How do I cancel my plan?
As a user, learn how to contact your administrator to cancel a plan
Written by
Sarah L.
Updated over a week ago
Perks
What are Perks?
As a user, learn about Perks and how to redeem them
Written by
Sarah L.
Updated over a week ago
Marketplace
Where can I find products for purchase at my coworking location?
As a user, learn where to locate products for sale at your coworking location
Written by
Sarah L.
Updated over a week ago
How do I purchase products or services?
As a user, learn how to purchase products or services right from your mobile app!
Written by
Sarah L.
Updated over a week ago
How will my Marketplace purchases be invoiced?
As a user, learn how purchases of products will appear on your invoices
Written by
Sarah L.
Updated over a week ago