Once you have decided to migrate from Optix to an easier-to-use and reliable platform, you can follow this simple guide for a smooth migration.
Prerequisites
Have an active subscription with Spacebring. Schedule a quick demo
Have access to the Optix Admin Portal to download all data on your users, such as names, emails, and plans.
Step 1. Export data from Optix
To seamlessly transfer all data to Spacebring from Optix, do the following:
Log in to Optix as an administrator.
Export your customers.
Export your customers' plans.
Export finalized invoice reports.
Export other data via the Data Exporter App.
Step 2. Cancel memberships with Optix
To ensure your customers are billed through the new platform starting next month—without any risk of double-charging via Optix—we recommend the following steps:
One to two weeks before your next billing cycle, cancel memberships in Optix. Cancel Optix account
Notify your customers that all future invoices will be issued through the new system going forward.
Step 3. Set up Spacebring
With Spacebring’s intuitive interface, customizing your workspace to fit your needs is quick and effortless.
To get started, simply follow our Get started guide (1–3 hours to add your data). Once ready, you can mass invite your members (up to 1 hour to upload).
While migrating from another platform, updating your custom domain DNS records may require some attention. Make sure to remove any existing records set for Optix before adding the new one for Spacebring.
Get inspired by other incredible spaces and explore how they add content to their new platform 🔥.
Step 4. Sync bookings
To ensure that both members and nonmembers book through the member web portal or mobile app, transfer all upcoming bookings from Optix to Spacebring.
If your bookings were previously synced to Google Calendar via Optix, simply enable the two-way sync with Google Calendar in Spacebring. All future bookings will automatically appear there.
Step 5. Accept first bookings & payments through Spacebring
Once everything is set up, members are invited, and subscriptions are created, your customers can start using the member web portal:
Members will receive their first invoices and can make the initial payment using their preferred payment method.
Users with active subscriptions can book using credits, day passes, and access other plan benefits.
Anyone can make bookings at any time by paying online through your connected payment gateway.
To enable auto-pay during migration, members just need to manually pay their first invoice in the member web portal or mobile app—future payments will then be automated by default.
Throughout the entire process, a dedicated success manager will be available to support you and answer any questions.
Step 6. Order branded member mobile app
Launch your fully white-labeled mobile app to boost member engagement and manage your space on the go. To get started:
Fill out a quick order form.
Our team will notify you once your app is ready 🚀.
If you have any questions on the migration process, contact our support.