You can download a copy of this checklist by clicking on the download link at the bottom of this page.
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.
The Optix onboarding experience lasts 30 days, with the first two weeks focused on setting up your Optix dashboard. This involves having your first onboarding call and learning to add spaces, build plans and configure your settings and preferences.
The second half of onboarding focuses on rolling out Optix to your community. You'll learn how to add users, assign plans and build a community. A second onboarding call is a fantastic opportunity to have your questions answered and make sure everything is set before taking your space live with Optix!
Items noted as or will be addressed in calls with your Onboarding Specialist. activities can be done on your own with the help of the linked FAQs.
1. Start with the basics
Bookmark your custom Optix dashboard URL
Familiarize yourself with the Optix Help Center
Add your colleagues as administrators
Populate your organization settings
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
Upload your logo
Set your member onboarding preference
Select what information you want to collect from new users
Set your custom terms
Add a web extension
3. Create your spaces
Decide whether you'd like to offer hourly hot desk bookings or check-ins
Add your desks and meeting rooms
Integrate with an external calendar
Set your daily check-in rate (if applicable)
4. Define your membership plans
Create your plans
Set up integration with Kisi for access control (if applicable)
5. Configure your payment settings
Integrate with your payment gateway
Set your tax rate and tax number
Enable auto payments (if desired)
Set invoice notification preferences
6. Get ready to launch!
Add your users and teams
Assign plans to your users and teams
Configure other integrations
Turn off silent mode!
Share the exciting news with your community
Make sure you and your fellow administrators are clear on...
Which space types show in the app as bookable
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 to manage changes to teams and their associated plans
How invoices are generated in Optix
How to manually amend an invoice and manage refunds
Questions? Get in touch with your dedicated Onboarding Specialist at email@example.com