- Getting Started Checklist for Venue Managers
- How can I temporarily disable user notification emails in Optix?
- How do I upload multiple users to my Optix account?
- How do I log out of Optix?
- How can I allow my admins to book spaces without getting charged?
- How do I edit my account settings?
- What are Optix's Referral Terms and Conditions?
- What is GDPR and how is Optix preparing for it?
- How can I export my Optix data?
- How can users report issues they find within my venue?
- What is Optix?
- How can I pay for Optix?
Invoices & Payments
- How do I configure my payment settings in Optix?
- Can I add refunded credits back onto a user's account?
- How do I create a manual / one-time invoice?
- What payment gateways does Optix integrate with?
- How are invoices generated in Optix?
- What do I need to do to start accepting payments?
Users & Teams
- How do I add, remove and deactivate users in Optix?
- How do I create and manage teams in Optix?
- How do I create a custom property?
- How do I edit a user's email and other details in the dashboard?
- How do I save additional information for a user?
- How do I check to see if a user has downloaded the mobile app?
- How do I create and edit spaces in Optix?
- Updates to Space Management
- How do I control what spaces my users can see and book in the app?
- What are space types?
- Why should I sync Google Calendar or Office 365 with Optix?
- What are space types, tags, and spaces?
- How do I assign and remove plans?
- How do I create and edit plans in Optix?
- What is the difference between the 'hourly bookings' and 'daily check-ins' access types?
- How do daily check-ins work?
- What's the difference between 'Shared usage' and 'Individual usage' in team plans?
- How do I price a space differently based on which plan a user is on?
Bookings & Check-Ins
- How are presence and check-ins related?
- How do check-ins work in Optix?
- Where can I see an overview of all upcoming bookings at my organization?
- How do I edit or cancel a room booking my user has made?
- Why are there external bookings in my venue's calendar?
- How do I keep meeting room bookings anonymous in my users' mobile app?
- How do beacons work?
- What are Booking Analytics?
- What are User Analytics?
- What are Plan Analytics?
- What are Invoice Analytics?
- How often is the analytics data updated?
- How do I connect Optix with my Skype for Business account?
- What is Zapier and how does it work with Optix?
- How do I accept/decline pending ShareDesk Marketplace booking requests?
- How do I sync Google Calendar or Office 365 with Optix?
- How do I connect Kisi and Optix?
- How do I integrate the other apps I use with my Optix account?
Settings & Preferences
- How do I change the logo that appears in app?
- How do I update my organization's logo and address?
- How do I create and edit custom menu items within my organization's app?
- How do I add and manage venue details?
- How do I add and manage administrators on my Optix account?
- What options do I have to customize how users experience my apps?
Payment Gateway Integration
- How do I set up my payment gateway integration with Heartland Payment Systems?
- How do I set up my payment gateway integration with CardConnect (CardPointe)?
- How do I set up my payment gateway integration with Authorize.net?
- How do I set up my payment integration with Stripe (including bank accounts)?
- How do I set up my payment integration with TransFirst/TSYS?
- How do I set up my payment integration with PayPal?