Booking on behalf of a user in the Optix manager's dashboard for drop-in or one-time meeting/ conference room bookings allows you to collect payment immediately.

To create an upfront room booking and collect payment immediately:

  1. Log into your optixapp.com subdomain

  2. Select Dashboard from the left-hand menu

  3. To the right of the calendar, select the room you'd like to book

  4. Select a time in the calendar to book the room on behalf of the user

    Note: Clicking and dragging your mouse down before releasing allows you to select a specific range of time.

  5. Enter the user's name (for an existing user within your Optix account) or email (for new users) and click Next

    Note: If this is a new user to your venue, entering their email will register them as a new user in your Optix account. They'll receive an email welcoming them to download your venue's app, where they can register their account, review their invoices, etc.

  6. On the 'Usage/payment' dropdown menu, select Collect payment now

  7. Select a payment method. If there isn't a payment method already linked to the user's account (this will be the case if you have just added them as a new user), then select Add a payment method

  8. Enter their payment information, then click Continue

  9. The user will receive an email notifying them of the charge
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