Optix setup guide
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Setup Guide
Transcript of Optix setup guide
Setup Guide
Setup Guide
Introduction
The following setup guide should make setting up ShareDesk Optix for your venue a breeze.
If you need any further information, you can always refer to our FAQ or contact [email protected].
We look forward to working with you!
Welcome to ShareDesk Optix
Setup Guide
Introduction
1. Get your venue profile ready
2. Create your plans
3. Onboard your members and teams
4 . Get ready to get paid
5. …and that’s it
Steps in this guide
Setup Guide
Get your venue profile ready
These are the spaces that you will be able to include in plans, and that your members will be able to book/check in to.
Go to Edit Your Space to edit the existing spaces/list new ones.
More info on listing spaces
List your work and meeting spaces
Setup Guide
Get your venue profile ready
Paid amenities are any services, other than work or meeting spaces, that you offer to your members (e.g., mail service, delicious coffee, etc.)
You can create a plan for a paid amenity, or choose to include the amenity as part of another plan, but first you will need to set up your paid amenities on the Edit Your Space page.
More info on setting up paid amenities
Set up your paid amenities (optional)
Setup Guide
Create your plans
Unlike the prices set on Edit Your Space for one-off bookings, plans are intended for members or teams who use your venue on a regular basis.
You can create an unlimited number of plans, and they can be customized to suit your members’ needs.
Next slide: Creating plans for individuals v teams
Plans
Setup Guide
Create your plans
When a plan is assigned to a team, the people in the team are able to share the plan allowance.
E.g., a team of 5 people, who each need around 10 hours of meeting room time per month, could share a 50 hours per month plan.
Ready to get started with creating plans for your members and teams? Go to your Venue Dashboard.
More info on creating plans
Plans for individuals v teams
Setup Guide
Onboard your members/teams
Once members have accepted your invitation they will have access to your Member Portal, from which they can: check in to/book your spaces, chat to you and each other, and manage their user profile and payments.
Visit the Members tab of your Venue Dashboard to get started with inviting members.
More info on inviting members
Invite members to join your venue
Setup Guide
Onboard your members/teams
To onboard a team, invite the team admin to be a member.
The team admin can then create their team in the Member Portal, following which you will be notified and prompted to approve the pending team account.
More info on onboarding teams
Teams setup
Setup Guide
Onboard your members/teams
You can either bundle plans with your membership invitations, or visit the Members tab of your Venue Dashboard to assign plans to existing members/teams.
Plans invites are sent out via email, and members are directed to their Member Portal to review and accept the plan.
More info on assigning plans
Assign plans
Setup Guide
Get ready to get paid
Members are able to pay invoices directly within Optix. They can even set up automated monthly payments.
All you need to do is visit the Payment tab of the Edit Your Space page and link a Stripe account to your venue.
More info on linking Stripe
Link your Stripe account
Setup Guide
Get ready to get paid
Members/team admins can set up their payment information in the Member Portal.
We have some instructions on how to do that here (for teams) and here (for individual members).
You could try out the built-in messaging system to send these links round!
Payment setup
Setup Guide
…and that’s it
With your members onboard, on plans, and ready to pay, you can sit back and relax.
You can even invite additional administrators to help you manage your venue. How?
Got space for some new clients? Try listing on the ShareDesk marketplace.
You’re done!
