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Step #6: Invite your Team Members
Learn how easy is to invite your team members to Optii
This article explains how to accept your Optii invitation, create your profile, and activate your account — all in under 5 minutes.
Welcome to the Optii family! We can't wait for you to start your learning journey with us. To kick things off, we invite you to check out our tutorial video. It's a simple, friendly guide that will walk you through the process of creating a profile invitation and joining our platform.Watch the video below to get started.
Available with any of the following subscriptions:
- Service
- Housekeeping
- Chat
- Projects (Preventative Maintenance)
- Guest Messaging
- Above Property Management
Who is this for?
- Head of Departments
- Optii Champion
Course Details:
1 Video
5 minutes
Congratulations! You have completed your profile creation and account activation with Optii. You now join thousands of hoteliers and operators who use Optii every day to meet guest satisfaction, team experience, and productivity goals.
Are you a Head of Department or Optii Champion? Continue your learning with the recommended next steps below 👇
Lessons & Resources:
- Step #7: Add your Checklist in Optii
- Step #8: Add, Edit & Assign Departments/Roles to your Job Items
- Step #9: Add your notifications and escalations
- Step #10: Edit your Guest & Internal Response Times to your Brand Standards
Optional Lessons & Resources:
- Floor Plan — View, Add or Edit your Tags
- Floor Plan — Add, Edit your Location Types
- Floor Plan — Add or Edit your Room Types
- Floor Plan — Add your Room Types Credits, Duration & Checklist (for Housekeeping)
- Roles & Permission — Quick overview of the Product Permission
- Users Management — Add your Team Members Shift Hours, Credits and Locations (for Housekeeping)
- The Quick Access Code to create your Optii Profile
- Getting Started with Optii Service & Chat
- Getting Started with Optii Housekeeping
- Getting Started with Optii Projects
💡Tip: Feel free to share this valuable resource with your colleagues to explore Optii.
Would you like to learn more?
If you would like to learn more about Optii, please check out our Optii learning centre today at help.optiisolutions.com
Have questions or need help?
Have questions about Optii? Contact your Customer Success Manager at help@optiisolutions.com