Optix

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

Quick Guide to the Schedule

As an admin, learn how to set a custom price when creating a booking for your Users

How do I set a custom price for a booking?

As an admin, learn how to update or delete bookings that have ended

How do I edit or delete a past booking?

As an admin, learn how to visualize and manage resource availability over time using the Timeline view

What is Timeline View?

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Raul Zhou

Create and manage your bookings and assignments

For Admins | Schedule & Bookings

As an admin, learn how to make bookings on behalf of your users or guests/visitors 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 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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.