For Managers | Spaces, Plans, Users & Bookings

Learn about spaces, plans, bookings and check-ins

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37 articles in this collection
Written by David Koke and Nick Sartore
Plans

How do I create and edit plans in Optix?

Learn how to provide allowances and discounts for your users with plans
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Written by David Koke
Updated over a week ago

How do I assign a plan to a user or team?

Learn how to assign plans to a user or teams
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Written by David Koke
Updated over a week ago

What is the difference between the 'hourly bookings' and 'daily check-ins' access types?

Learn how to add access grants on to plans in Optix
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Written by David Koke
Updated over a week ago

How do I price a space differently based on which plan a user is on?

Learn how to provide discounts off standard space rates for your users via plans
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Written by David Koke
Updated over a week ago

What's the difference between 'Shared usage' and 'Individual usage' in team plans?

Learn about the two pricing options for assigning team plans, and how allowance is shared in each scenario
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Written by David Koke
Updated over a week ago

What types of discounts can I provide to my members in Optix?

Learn the different ways in which you can provide discounts to your members
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Written by David Koke
Updated over a week ago

Can I backdate a user's plan start date?

Learn how to charge users for retroactive plan usage
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Written by David Koke
Updated over a week ago

Common Plan Settings (Examples)

Examples of common plan settings you can follow
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Written by David Koke
Updated over a week ago

What is the Subscription Timeline feature?

Learn how to view the history of a plan subscription
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Written by Nick Sartore
Updated over a week ago
Bookings & Check-Ins

How do check-ins work in Optix?

Learn all about the check-ins functionality in Optix, including how to set your venue day rate
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Written by David Koke
Updated over a week ago

How are presence and check-ins related?

Understand the relationship between the presence detection and check-in functionality in Optix
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Written by David Koke
Updated over a week ago

How do I create and charge bookings on behalf of a user?

Learn how to make bookings on behalf of your members or guests through the admin portal
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Written by David Koke
Updated over a week ago

Why are there external bookings in my venue's calendar?

Learn where 'External Bookings' come from and why they display on your dashboard booking calendar
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Written by David Koke
Updated over a week ago

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

Learn how to view booking details at your venue(s)
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Written by David Koke
Updated over a week ago

Can a user make a booking without being assigned to a plan?

Learn what happens when a user makes a booking that is not covered by a plan
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Written by David Koke
Updated over a week ago

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

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Written by David Koke
Updated over a week ago

How do I edit or cancel a room booking a user has made?

Learn how to make changes to user generated bookings from the admin dashboard
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Written by David Koke
Updated over a week ago

How can I manage day pass users in my space?

Learn how to utilize Optix to handle payments for day pass and drop-in users
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Written by David Koke
Updated over a week ago

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

Learn how to hide user information from the booking calendar within the mobile app
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Written by David Koke
Updated over a week ago