For Users | App FAQs

Getting Started Guide for Users

As a User, learn how to use your workplace app

Written by Sarah L.
Updated over a week ago

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

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

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

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

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

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

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

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

What are Perks?

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

Written by Sarah L.
Updated over a week ago

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