Learn how easy is to add or edit your existing Floor Plan in Optii
Available with any of the following subscriptions:
- Service
- Housekeeping
- Chat
- Projects (Preventative Maintenance)
- Guest Messaging
- Above Property Management
Step 1
Go to your Floor Plan Tab located under General Settings to add or edit your departments
Step 2
To Add New Location
- Go to the 'Add Location' button located in the right hand side of the screen.
- Enter the name of 'Parent Location'
- Enter the 'Location Type'
- Enter the 'Name' of the location
Click on 'Add' to save your changes.
Step 3
To Edit a Location
- Go to the pencil icon located in the right hand side of the screen.
- Complete and enter the new 'Parent Location', or 'Location Type', or 'Name'
- You can also edit 'Description', 'Square Unit', 'Notes', 'Sequence', 'Tags, and Virtual location if needed
- Once you have finished, click 'Update' to save the changes
Bonus Tip:
You can also delete a location. Simply click on the 'bin' icon located on the right hand side of the screen
Well Done!
By following these steps, you can ensure your hotel operational floor plan are accurately reflected in your Optii platform, making it easier to manage your jobs and more with Optii.
Are you a Head of a Department or Optii Champion? Click here to continue the next two videos 👇
Links to the Videos
Lessons & Resources:
- 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
💡Tip: Feel free to share this valuable resource with your colleagues to explore Optii.