- Optii Learning Center
- Optii Platform Settings
- Getting Started
Step #1: Access the Optii Platform
Log in to Optii
Accessing Optii from your desktop or mobile device
Available with any of the following subscriptions:
- Service
- Housekeeping
- Chat
- Projects (Preventative Maintenance)
- Guest Messaging
- Above Property Management
To access Optii from your desktop
1. Enter the URL https://optii.app on your browser
2. Enter your username & password and click login
To access Optii from your apple device (iPhones or iPads)
1. Go to your AppStore
2. Download Optii Platform
3. Enter your username & password and click login
To access Optii from your android device
1. Go to your PlayStore
2. Download Optii Platform
3. Enter your username & password and click login
Before you get started
Before getting started, please note the following:
- Only Optii customers, with a signed subscription can log in to Optii. If you signed up to receive an ebook or registered for a webinar, but don't have an active account, you will not be able to log in.
- If you try to log in and see a 'Username or Password is incorrect', you may not have an active account or your account may have been deactivated. Please contact your direct supervisor for assistance.
If you've forgotten your password:
- From the login page, click on 'Trouble Loggin In' so you can reset your password.
- If the password reset email doesn't appear in your inbox, add optii.app to your email allowlist.
Additional login help
If you're unable to log in after following the steps above, submit your information to the Optii Customer Support team through the form in our learning center or email us at help@optiisolutions.com
Are you a Head of a Department or Optii Champion? Click here to continue the next two videos 👇
Lessons & Resources:
- Step #2: Add or Edit your Departments
- Step #3: Add or Edit your Employment Types
- Step #4: Add or Edit your Floor Plan
- Step #5: Add or Edit your Roles & Permissions
- Step #6: Inviting your Team Members to Optii
- 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
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