Optii Learning Center

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Optii Learning Center

Optii Service & Chat

Optii Service & Chat

Detailed walk-throughs that are your resource to getting the most out of Optii Service, Chat. Come back and come back often.

Getting Started

Getting Started with Optii Service & Chat

Lesson #1 Creating Your Profile With Optii

Lesson #2 - Creating Your Weekly Schedule with Optii

Lesson #3 Optii Service & Chat Walkthrough

Accessing Optii from Your Mobile Device

Optional - The Quick Access Code to create your Optii Profile

Optional - Introduction to Optii Service & Chat, How to Access Optii from Your Desktop

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Schedule

Create Your Weekly Schedule in Optii

Editing your Schedule after it has been published

Printing your weekly schedule from Optii

Jobs

Adding a Job for your Team Members

Completing a Job from your device or PC

Editing a job in Optii Service

How to recover deleted/completed jobs

Introduction to the Jobs Timeline View

Lost & Found in Optii

Lesson: How to schedule daily, weekly, monthly, quarterly jobs in Optii

Lesson: How to add a Job in Optii

"Rooms" Filtering Function in Optii

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Chat

How can I send a Chat message to my colleague?

Direct Messages in Optii Chat

How to create a dynamic group in Optii Chat