For Admins | Bookings & Check-ins

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