Optix

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

Quick Guide to the Schedule

Sarah L.

Learn how to create resource bookings and utilize assignments at your organization

For Admins | Schedule & Bookings

As an admin, learn how to make bookings on behalf of your users or guests through the admin dashboard

How do I create a 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

How do I create a repeat booking on behalf of a user?

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

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

Creating Bookings

As an admin, learn how to make changes to user generated Bookings from the admin dashboard

How do I edit a booking on behalf of a User?

As an admin, learn how to alter a repeat booking or its future bookings

How do I edit a repeat booking?

Editing Bookings

As an admin, learn how to collect payment immediately for bookings

How do I charge upfront for drop-in or one-time room bookings?

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

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

As an admin, learn how bookings are assigned to invoices

How are repeat bookings invoiced?

As an admin, learn how to view booking details at your location(s)

Where can I see an overview of all upcoming bookings at my organization?

As an admin, learn how to hide user information from the booking calendar within the mobile app

How do I keep meeting room bookings anonymous in my users' mobile app?

As an admin, learn where 'External Bookings' come from and why they display on your dashboard calendar

Why are there external bookings in my dashboard calendar?

Managing Bookings

As an admin, learn how to cancel a user’s booking from the admin dashboard

How do I cancel a booking on behalf of a user?

As an admin, learn how to cancel a single booking in a cycle or all future recurrences of the booking

How do I cancel a repeat booking?

Removing Bookings

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

What is an assignment?

About Assignments

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

How do I assign a Resource to a User?

Creating Assignments

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

How do I edit an assignment?

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

Where do I view assignments?

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

How are Assignments invoiced?

Managing Assignments

As an admin, learn how to manually end an assignment

How do I cancel an assignment?

Removing Assignments

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