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Completing your profile with Optii

Learn the basics to get in this step-by-step video how you can complete the user profile with Optii and set up your username and password

This quick-start guide covers the essential steps to get started with Optii: logging in, navigating the interface, and completing your first tasks. The guide takes approximately 5–10 minutes to complete. Follow the sections below in order to set up your account and begin using Optii confidently.

Tip: A recorded getting started webinar is available for your hotel. Contact your success manager to request access.

 

Optii Service & Chat User Invite Process-1


How do I log in to Optii for the first time?

To access Optii, follow these steps:

  1. Check your email inbox for an invitation email from Optii. If you have not received one, contact your success manager.
  2. Click the link in the invitation email to set your password.
  3. Go to your hotel's Optii login page (provided by your success manager).
  4. Enter your username (email address) and the password you created.
  5. Click Log In to access your Optii dashboard.
Now it's your turn to log in to Optii using your username and password.

 

What resources are available after completing the quick start?

After completing the quick start, you can return to these materials at any time. Additional resources include:

  • The recorded getting started webinar — contact your success manager to request access.
  • This help-center article, available whenever you need a refresher.

Your success manager is available to support you as you get up and running. Welcome to Optii!