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Getting Started Optii Onboarding
Welcome to Optii! Your Journey to Success Starts Here
Welcome to the Optii Onboarding journey
The Optii Onboarding process consists of four key phases — Kick-Off Call, Setup & Configuration, Hotel Training, and Official Launch — typically lasting 4–6 weeks — confirm the exact timeline with your Implementation Manager and tailored to your property's specific needs.
This guide walks you through each phase and links to the resources you need to get started.
Who is this video for?
- Hoteliers
- Hotel Managers
- Head of Departments
- Optii Champion
Video Details:
Duration: 3 minutes
What you will learn?
- Learn about the onboarding process
- Get ready for your kick-off call with your Implementation Manager
🙌 Get a Quick Overview: Watch Our 3-Minute Onboarding Journey Video! 👇
🎥 This brief video provides a visual guide to the Optii onboarding journey, outlining the key phases and what you can expect as you get started.
What are the four phases of Optii onboarding?
The Optii onboarding process follows four sequential phases — Kick-Off Call, Setup & Configuration, Hotel Training, and Official Launch — each building on the last to prepare your team for a successful launch.
Phase 1: Kick-off session
During this initial session, your Implementation Manager will align on your goals, define success criteria, and walk through implementation timelines.
Phase 2: Setup & configuration
In this phase, Optii is set up and connected with your existing infrastructure — including your Property Management System (PMS) — so you can begin realising value quickly.
Phase 3: Hotel training
The training phase empowers your designated Optii Champions with comprehensive product training and access to curated resources from the Knowledge Base, specifically tailored to your goals.
Phase 4: Official launch
In this final phase, your team is equipped with the skills to use Optii confidently and achieve your objectives. Your go-live date is confirmed, and we actively support and monitor user adoption to ensure your whole team is up and running with Optii.
Throughout this process, a dedicated Onboarding Specialist will oversee your implementation and ensure a smooth experience from start to finish. Once onboarding is complete, your team will be fully prepared to get the most out of Optii, with ongoing access to support and success resources.
Ready to Dive Deeper?
This Learning Center is your central hub for all things Optii. We encourage you to explore the following sections to begin your journey:
- Optii Platform Settings >>> Getting Started (coming soon)
- Optii Housekeeping >>> Getting Started
- Optii Service & Chat >>> Getting Started
- Optii Projects >>> Getting Started
- Opera OHIP Integration Hotel Chain SSD/resource owner group >>> Integration
- Opera OHIP Integration Hotel Chain OCIM/client credentials >>> Integration
- Opera On-Prem Integration >>> Integration
We're excited to have you on board! For any questions or assistance, please contact your Implementation Manager at help@optiisolutions.com