To manage plan and desk assignments in Optix you will need to first create a plan, and then define a custom user property which will be used to track which space has been assigned to a particular user or team.
To manage and track private office assignments, we suggest the following approach that involves using plans and custom properties.
- Create a unique plan for each 'class' of Office - you do not need to create a plan for each individual office but rather create a plan for each class or style of office. For example, you might have 3 small offices, 2 medium offices and 2 large offices with each size carrying it's own cost. In this case, you should create a plan for each size (3 plans in total)
- You can set up the access on the plan as shown in the screenshot below, using 'Hourly Bookings' and an 'Unlimited' access grant to 'Any Private Office'. Note you can use the 'Any Private Office' designation for all versions of the plan as we will assign a specific office in Step 3 below. The price specified for the plan is what will be charged, the price you specified when creating the space is irrelevant in this scenario.