As the venue manager, you have the option to allow new users to add payment information and purchase a plan when they download the Optix app and log in for the first time.
- Login to your optixapp.com subdomain
- Select Mobile Apps from the left-hand menu
- Scroll to the 'User access' section. Next to 'New users gain access to the app in the following way' choose from one of the three options:
Users must be invited: A venue admin will need to add the new user within the Optix dashboard before a user is granted access to the app. Users who try to access the app before this step will be unable to progress past the app's login page
Users can request access: Any user can download the app and enter their name and email address to request access to the app, sending an email to the venue admin that there's a new membership request. A venue admin will have to approve the request before the user can create an account
Users can register themselves: A user can download the app and onboard themselves, gaining access to the app without any actions on behalf of a venue admin
- Depending on which option you choose, you'll see a few different additional toggles will populate below for you to customize your self-onboarding requirements. For each of these toggles, click them to enable/disable
To learn how to choose which plans are public-facing (and therefore visible during new user self-onboarding), click here.