For Users | App FAQs

Learn how to navigate and use an Optix powered workplace app

Kelly Yoon avatar Sarah L. avatar
71 articles in this collection
Written by Kelly Yoon and Sarah L.
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Sarah L.
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Sarah L.
Updated this week

How do I book a meeting room?

As a User, learn how to book a conference or meeting room within the mobile app
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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
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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
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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Written by Sarah L.
Updated over a week ago