Welcome to the world of Optix, we're excited to have you on board! This checklist will guide you through the set-up process before you launch Optix to your community.
1. Start with the basics
Bookmark your custom Optix dashboard URL
Familiarize yourself with the Optix Help Center and navigating the admin dashboard
Add your colleagues as administrators
Populate your organization settings
Define any additional user data points with custom properties
Enable silent mode
Input your venue's contact information and details
Set your email notification preferences
Disable any features that will not be used at your venue
2. Set your mobile app preferences
3. Create your spaces
4. Define your membership plans
5. Configure your payment settings
6. Get ready to launch!
Make sure you and your fellow administrators are clear on...
The difference between hourly bookings and daily check-in plans
The relationship between presence and check-ins
The difference between individual and shared usage team plans
How invoices are generated in Optix
How to manually amend an invoice and manage refunds