For Users | App FAQs | Optix Support

Getting Started Guide for Users

Learn how to use the Optix Mobile app for members!

Written by David Koke
Updated over a week ago

The basics

How do I download my venue's app?

Learn how to download your workplace app

Written by David Koke
Updated over a week ago

How do I check into my venue?

Learn how to create a check-in using your workplace app

Written by David Koke
Updated over a week ago

How do I report an issue in my venue?

Learn how to report an issue with the space to your venue manager through your workplace app

Written by David Koke
Updated over a week ago

How do I contact the venue administrator?

Learn how to contact a staff member directly through your workplace app

Written by David Koke
Updated over a week ago

How do I switch locations?

If your organization has multiple venues, you can switch among them on the home screen of the app.

Written by David Koke
Updated over a week ago

How do I log into the app?

Learn how to sign in to your workplace app

Written by David Koke
Updated over a week ago

How do I enable location services?

Learn how to enable location services for your workplace app to take advantage of presence based features in Optix

Written by David Koke
Updated over a week ago

How do I contact the Optix Support Team?

Learn how (and when) you should contact the Optix Support team directly.

Written by David Koke
Updated over a week ago

How do I set up the app to automatically update?

Learn how to enable automatic app updates to ensure you always have the most recent version of the workplace app

Written by David Koke
Updated over a week ago

How do I enable background App Refresh?

Learn how to enable background app refresh, and understand when you might need to do this

Written by David Koke
Updated over a week ago

Payment

How do I add or remove my payment method information?

Learn how to add a payment method to your account within the app

Written by David Koke
Updated over a week ago

Where can I review my past, due, and upcoming invoices?

Learn where you can find a full record of all of your invoices in the mobile app

Written by David Koke
Updated over a week ago

How do I pay my invoices?

Learn how to pay your invoices directly through the app

Written by David Koke
Updated over a week ago

How do I enable or disable auto-payments?

Learn how to set your account to process invoice payments automatically

Written by David Koke
Updated over a week ago

How do I email or download an invoice?

Learn how to send a copy of your invoice to yourself or a third party

Written by David Koke
Updated over a week ago

When will I be billed?

Learn how and when you will be billed

Written by David Koke
Updated over a week ago

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

Learn how billing works for users that are part of a team

Written by David Koke
Updated over a week ago

Account

How do I edit my profile/account details?

Learn how to update your account information within the mobile app

Written by David Koke
Updated over a week ago

How do I update my email and push notification settings?

Learn how to control what email and push notifications you receive from Optix

Written by David Koke
Updated over a week ago

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

Learn who to contact to change the email associated with your account

Written by David Koke
Updated over a week ago

How do I reset my password?

Reset your password on Android or iOS

Written by David Koke
Updated over a week ago

How do I change my password?

Written by David Koke
Updated over a week ago

How can I request that my user data be deleted?

Learn how to request the deletion of your user data from the Optix database

Written by David Koke
Updated over a week ago

How can I request an export of my user data?

Learn how to request an export of your user data housed in the Optix database

Written by David Koke
Updated over a week ago

Community

How do I post and comment on my venue's community feed?

Learn how to create and comment on community feed posts

Written by David Koke
Updated over a week ago

How can I message other Optix users at my venue?

Learn how to message other users of the space

Written by David Koke
Updated over a week ago

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

Learn where you can find more information about the other users at your venue.

Written by David Koke
Updated over a week ago

How do I control if I appear in my venue's member directory?

Learn how to add or remove yourself from the user directory

Written by David Koke
Updated over a week ago

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

Learn how you can easily see who is present in the venue today

Written by David Koke
Updated over a week ago

Bookings

How do I book a meeting room?

Learn how to book a conference or meeting room within the mobile app

Written by David Koke
Updated over a week ago

How do I book a desk?

Learn how to make a desk booking through the mobile app

Written by David Koke
Updated over a week ago

How do I view, edit, extend or cancel my bookings?

Learn how to make changes to a booking in the mobile app

Written by David Koke
Updated over a week ago

How do I add Optix bookings to my personal calendar?

Learn how to add Optix bookings to your Google, iCal or Outlook calendar from the booking confirmation email

Written by David Koke
Updated over a week ago

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

Written by David Koke
Updated over a week ago

How do I view responses from invitees on my bookings?

Learn how to check the response status of invitees on bookings in the mobile app

Written by David Koke
Updated over a week ago

How do I favorite a room in Optix?

Learn how to favorite a meeting room in Optix to make booking even quicker in the future

Written by David Koke
Updated over a week ago

How do I know if someone is available when I'm inviting them to a meeting?

Learn how to check availability of invitees when booking a meeting using the schedule a meeting functionality

Written by David Koke
Updated over a week ago

Teams

What are teams?

Learn how teams work in Optix

Written by David Koke
Updated over a week ago

How do I edit my team details?

Learn how to make updates to your team profile in Optix

Written by David Koke
Updated over a week ago

What is the role of a team admin?

Learn about the responsibilities of a designated team administrator

Written by David Koke
Updated over a week ago

How do I add or remove members and team admins from my team?

Learn how to make changes to your team as a team administrator

Written by David Koke
Updated over a week ago

Plans

What is a plan?

Learn how you can be granted booking allowances and discounts through plans

Written by David Koke
Updated over a week ago

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

Learn where to find details of your assigned plans and review your available allowances

Written by David Koke
Updated over a week ago

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

Learn what happens when you have used up your available booking allowance

Written by David Koke
Updated over a week ago

How do I change, edit, or cancel my plan?

Learn who to contact to make changes to your assigned plan(s)

Written by David Koke
Updated over a week ago

Can I be added to more than one plan?

Learn how plans can be assigned

Written by David Koke
Updated over a week ago

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

Learn how to charge bookings to an available plan allowance

Written by David Koke
Updated over a week ago

How do I accept a pending plan?

Learn how to accept a plan that has been assigned to you by a venue administrator

Written by David Koke
Updated over a week ago

If I'm on an annual plan, when does my access reset?

Learn when your annual booking allowance will refresh

Written by David Koke
Updated over a week ago