- 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?
- What's included in my 30-day Optix onboarding period?
- How do I log out of Optix?
- How can I allow my admins to book spaces without getting charged?
- How can I get an export of my Optix data?
- What does it mean to designate an admin as 'Visible Host'?
- How can users report issues they find within my venue?
- What is Optix?
- How can I pay for Optix?
- Where do I report bugs found within the venue dashboard or mobile apps?
Invoices & Payments
- How do I add a tax rate?
- How do I receive payments with Stripe?
- 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 do my users receive their invoices?
Users & Teams
- How to I edit a user's name and details in the dashboard?
- How do I remove multiple users from my Optix account?
- How do I add a new user?
- What are teams?
- What is a team admin?
- How do I reassign the team admin role to a new member?
- Updates to Space Management
- How do I duplicate a space?
- How do I bulk edit my spaces?
- How do I control what spaces my users can see and book in the app?
- What are the different space types?
- How do I edit a space within a venue?
- What is the difference between the 'hourly bookings' and 'daily check-ins' access types?
- How do I assign a plan to an individual user?
- What is a plan?
- How do I create a new plan?
- Can I create plans that offer access across multiple venues?
- For my users/teams on yearly plans, when does their access allowance reset?
Bookings & Check-Ins
- How are presence and check-ins related?
- How are my users charged for check-ins?
- Where can I see an overview of all upcoming bookings at my organization?
- How do I check a user into a venue on their behalf?
- How do I edit or cancel a room booking my user has made?
- Why are there external bookings in my venue's calendar?
- What are Booking Analytics?
- What are User Analytics?
- What are Plan Analytics?
- What are Invoice Analytics?
- How often is the analytics data updated?
- Where can I view analytics on users?
- 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?
- How does Zapier integrate with Optix?
- What CRMs does Optix integrate with?
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 change the 'Visible Host' at my venue?
- How do I disable the 'Report an Issue' feature?
- How do I edit or remove menu links within my venue's app?
- How do I add links to the menu within my venue's app?
- How do I let users comment and post in the community feed?
- How do I delete a post from my Community Feed?
- How do I publish a new post to the community feed?
- What kinds of things can I post on my community feed?
- How do I send a message to a user (or multiple users)?
- How do I review messages I've sent to users?
Payment Gateway Integration
- 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?
- How do I set up my payment integration with Stripe?