For Admins | Schedule & Bookings

Quick Guide to the Schedule

As an admin, learn how to navigate the Schedule section of the Optix dashboard

Written by Sarah L.
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 Sarah L.
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 Sarah L.
Updated over a week ago

Can a User make a Booking without a Plan or a Pass?

As an admin, learn what happens when a User makes a Booking that is not covered by a Plan or a Pass

Written by Sarah L.
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 Sarah L.
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 Sarah L.
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 Sarah L.
Updated over a week ago

How do I allow my Admins to book Resources without getting charged?

As an admin, learn how to create a Plan Template for your Admins

Written by Sarah L.
Updated over a week ago

How are repeat bookings invoiced?

As an admin, learn how bookings are assigned to invoices

Written by Sarah L.
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 Sarah L.
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 Sarah L.
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 Sarah L.
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 Sarah L.
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 Sarah L.
Updated over a week ago

About Assignments

What is an assignment?

As an admin, learn how an assignment differs from a booking

Written by Sarah L.
Updated over a week ago

Creating Assignments

How do I assign a resource to a user?

As an admin, learn how to create an assignment in the Optix dashboard

Written by Sarah L.
Updated over a week ago

Managing Assignments

How do I edit an assignment?

As an admin, learn how to make changes to an assignment in the Optix dashboard

Written by Sarah L.
Updated over a week ago

Where do I view assignments?

As an admin, learn where to locate assignment details in your dashboard

Written by Sarah L.
Updated over a week ago

How are Assignments invoiced?

As an admin, learn how Assignment charges are applied to User invoices

Written by Sarah L.
Updated over a week ago

Removing Assignments

How do I cancel an assignment?

As an admin, learn how to manually end an assignment

Written by Sarah L.
Updated over a week ago