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For Admins | Schedule & Bookings
For Admins | Schedule & Bookings
Learn how to create resource bookings and utilize assignments at your organization
20 articles in this collection
Written by
Jenna C.
Quick Guide to the Schedule
As an admin, learn how to navigate the Schedule section of the Optix dashboard
Written by
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
Updated over a week ago
How are repeat bookings invoiced?
As an admin, learn how bookings are assigned to invoices
Written by
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
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
Jenna C.
Updated over a week ago
About Assignments
What is an assignment?
As an admin, learn how an assignment differs from a booking
Written by
Jenna C.
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
Jenna C.
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
Jenna C.
Updated over a week ago
Where do I view assignments?
As an admin, learn where to locate assignment details in your dashboard
Written by
Jenna C.
Updated over a week ago
How are assignments invoiced?
As an admin, learn how assignment charges are applied to user invoices
Written by
Jenna C.
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
Jenna C.
Updated over a week ago