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For Admins | Bookings & Check-ins
For Admins | Bookings & Check-ins
Learn how to create resource bookings and enable check-ins at your organization
22 articles in this collection
Written by
Haley Clarke
and
Alison Parker
Quick Guide to Bookings & Check-ins
As an admin, learn how to navigate the Bookings & Check-ins section of the Optix dashboard
Written by
Alison Parker
Updated over a week ago
Creating Bookings
How do I create a booking on behalf of a user?
As an admin, learn how to make bookings on behalf of your users or guests through the admin dashboard
Written by
Alison Parker
Updated over a week ago
How do I create a repeat booking on behalf of a user?
As an admin, learn how to make a booking that repeats/recurs on a daily, weekly, monthly, etc. basis
Written by
Haley Clarke
Updated over a week ago
Can a user make a booking without being assigned to a plan?
As an admin, learn what happens when a user makes a booking that is not covered by a plan
Written by
Alison Parker
Updated over a week ago
Editing Bookings
How do I edit a booking on behalf of a user?
As an admin, learn how to make changes to user generated bookings from the admin dashboard
Written by
Alison Parker
Updated over a week ago
How do I edit a repeat booking?
As an admin, learn how to alter a repeat booking or its future bookings
Written by
Alison Parker
Updated over a week ago
Managing Bookings
How do I charge upfront for drop-in or one-time room bookings?
As an admin, learn how to collect payment immediately for bookings
Written by
Alison Parker
Updated over a week ago
How do I allow my admins to book resources without getting charged?
As an admin, learn how to set up other admins with an unlimited plan
Written by
Alison Parker
Updated over a week ago
How are repeat bookings invoiced?
As an admin, learn how bookings are assigned to invoices
Written by
Alison Parker
Updated over a week ago
Where can I see an overview of all upcoming bookings at my organization?
As an admin, learn how to view booking details at your location(s)
Written by
Alison Parker
Updated over a week ago
How do I keep meeting room bookings anonymous in my users' mobile app?
As an admin, learn how to hide user information from the booking calendar within the mobile app
Written by
Alison Parker
Updated over a week ago
Why are there external bookings in my dashboard calendar?
As an admin, learn where 'External Bookings' come from and why they display on your dashboard calendar
Written by
Alison Parker
Updated over a week ago
Removing Bookings
How do I cancel a booking on behalf of a user?
As an admin, learn how to cancel a user’s booking from the admin dashboard
Written by
Alison Parker
Updated over a week ago
How do I cancel a repeat booking?
As an admin, learn how to cancel a single booking in a cycle or all future recurrences of the booking
Written by
Alison Parker
Updated over a week ago
About Check-ins
How do check-ins work in Optix?
As an admin, learn all about the check-ins functionality in Optix, including how to set your location's day rate
Written by
Alison Parker
Updated over a week ago
How are presence and check-ins related?
As an admin, understand the relationship between the presence detection and check-in functionality in Optix
Written by
Alison Parker
Updated over a week ago
Creating Check-ins
How do I configure auto check-ins for my users?
As an admin, learn how to set up and encourage your users to enable auto check-ins
Written by
Alison Parker
Updated over a week ago
How do I create a check-in?
As an admin, learn how to set up check-ins for your organization
Written by
Alison Parker
Updated over a week ago
How do I set a day rate?
As an admin, set the rate your users will pay to use your location for a single day
Written by
Alison Parker
Updated over a week ago
Managing Check-ins
How do I view a user's historical check-in data?
As an admin, learn how to view details of a user’s presence in your organization
Written by
Alison Parker
Updated over a week ago
Where can I see which users are present or checked in at my location today?
As an admin, learn how to view presence on any given day
Written by
Alison Parker
Updated over a week ago
Removing Check-ins
How do I cancel a check-in?
As an admin, learn how to cancel check-ins on behalf of a user
Written by
Alison Parker
Updated over a week ago