Introducing: The Account Panel

We know how frustrating managing user information can be. From tracking invoices and monitoring bookings to keeping up with spending, it’s easy for hours to slip away just trying to stay organized. 

But it shouldn’t have to be that way. 

We believe managing your members’ data should be effortless, empowering your team to make informed decisions, easily. That’s why we’ve created the all new Account Panel, a centralized, intuitive dashboard designed to transform how you manage user information.

With brand new user insights, from financial data to allowance balance, the Account Panel empowers your team to manage user and team accounts with ease and precision. This feature ensures you’re always a step ahead when it comes to oversight and decision-making.

We’ve worked closely with our clients to develop this brand new update. Now, we’re excited to share it with you. Read on to learn more about the Account Panel in Optix!

Check it out in my admin dashboard →

What is the Account Panel?

The Account Panel is a centralized dashboard where any admin can access all of the important information related to an individual user or team.

Here, you can view crucial account details related to:

• Invoices: access a history of all past invoices

• Allowance: view allowance balance

• Assignments: easily differentiate between active and inactive assignments

• Bookings: access a complete history of all past and future bookings

• Tasks: quickly view all admin tasks related to this user

• Notes: view and share internal notes between your admin team, with @mention that notifies admins

• Automation enrollments: visualize all automations a user is and was enrolled in

• Payment methods: quickly view or update users’ payment methods

With everything in one place, the all new Account Panel will enable your team to not only manage user accounts more efficiently, it will also save you valuable time, and provide a complete, consistent, centralized overview that will allow you to make more informed and strategic decisions.

Benefits of the Account Panel

Everything you need to know about a user right at your fingertips…the Account Panel turns this vision into reality, giving you instant access to comprehensive user details all in one place.

With the Account Panel, you and your team will benefit from:

1. Increased oversight: Easily track when users check in, see their active passes, and view their payment methods. Gain deeper insights into your operations to make smarter, data-driven decisions.

2. Streamlined navigation: No more hunting through Optix for scattered information. The Account Panel consolidates all user details into one streamlined, centralized location. 

3. Efficient access of key information: Have you ever wanted to click into a user’s account details right from a booking or a message? You can now access your user’s account from every feature across your dashboard! 

The Account Panel not only keeps your user data organized, it’s designed to look great with intuitive navigation, true to what Optix is all about.

Here’s what you can do with the Account Panel

Imagine this: One of your members calls with questions about their recent invoice, upcoming bookings, and allowance balance. Instead of navigating through multiple sections, your team can now open the new Account Panel and instantly access all relevant details in one view. 

This streamlined approach not only saves time but also allows for a more efficient and professional interaction, giving your members confidence in your service.

In short, the Account Panel now gives you powerful tools to manage and interact with user data effortlessly:

• Order information based on what you care about most: Customize your Account Panel to prioritize what matters most: Each section is modular, allowing you to rearrange and position them according to your preferences.
• Visualize assignments more clearly: The Account Panel provides a simplified view of active and inactive assignments, helping you stay organized and informed about each user’s status.
• Edit key user details: Easily update important user information like account type, user properties or payment methods. 

The possibilities for what you can do with the Account Panel are endless — the only way to find out is to dive in and see for yourself.

Dive into the Account Panel!

Whether you’re tracking assignments or visualizing key data points, the Account Panel equips you with everything you need to stay organized and efficient. 

Take control of your user management with a solution that’s built to make your life easier.

Check it out in my admin dashboard →