Welcome to the OptiOffice Helpdesk!
Wie können wir dir helfen?
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Quick start
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Office
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Settings
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Calender
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Coaching
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People
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General questions
- I want to test the software for 14 days. Do I have to cancel afterwards?
- I would like to have this and that function in OptiOffice
- Do I get a license agreement from OptiOffice?
- How do I deal with the corona tax rates from July 2020?
- What does the software cost?
- After uploading a new image file, the old image is still displayed.
- Where can I find the invoices for my license payments?
- Probleme beim Ausdrucken von Rechnungen, Check-Up´s oder Trainingsplänen.
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Manage contacts and members
- How does the check-in system work?
- Is there a control for door openers?
- How can I reset the next due date for my memberships?
- In the case of memberships, what is the difference between limits according to type of appointment and according to performance?
- How does the data import work?
- The SEPA direct debit amount is not identical to the statistics
- How can I assign external PDF files to a customer?
- What is the maximum file size that I can upload to OptiOffice?
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Appointments and calendar
- Why are the times in the ics file shifted by an hour?
- Ical has stopped working. What could that be?
- How can appointments from OptiOffice be imported into another calendar?
- How can I change the standard calendar view?
- When will the appointment reminder be sent to customers?
- How does the customer get his appointment automatically in his calendar?
- Wie kann ich im Kalender die Terminart "Privat" bearbeiten oder löschen?
- Customer cancels an appointment too late, can I take him out of the appointment and still settle?
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App / online shop / online booking
- How can I change the colors of the online calendar?
- How can I activate or deactivate the course schedule when booking online?
- Your own individual app in the app store
- When booking online, how can customers see how busy the appointment / course is?
- Change calendar integration on website elevation view
- Wie binde ich den Online-Shop in meine Homepage/Wordpress ein?
- PayPal is not working properly. What could be there?
- How can I sort the articles in the online shop?
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Everything about email
- Grundlagen zum Email-System
- Fehlermeldung "Mail Delivery System. Undelivered Mail return to sender…"
- Problems with G-Mail - error message when sending e-mail
- Problems with Web.de - error message when sending e-mails
- Umlauts are not displayed correctly in e-mails
- Why do contacts receive an email or newsletter multiple times?
- United Domains emails are not sent!
- Umlauts in URLs
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Invoices / cash register
- Will my card reader work with OptiOffice?
- My invoice does not have an invoice number
- A customer wants their money back. How do I create a credit note or cancel the invoice?
- How can I add a discount to an invoice?
- I am a small business owner. How can I remove sales taxes?
- Wie kann ich Rechnungen per Lastschrift/SEPA einziehen?
- Is it possible to send an invoice directly via optioffice by email?
- How can I use different text templates for my invoices?
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Manage employees and locations
- How can I change my personal email address?
- Do I need a separate license for each employee?
- Where can I change my personal password?
- How can I add another employee?
- I have several locations / studios, can I link them together?
- How can I delete an employee?
- I have changed the authorization of my trainers. Why doesn't it change anything?
- Only sees supervised contacts? What does this attitude do?
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Coaching
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Statistik
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Verträge / Mitgliedschaften
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General
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Settings
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Office
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Calender
- Create appointments
- Create recurring appointments
- The most important settings for online appointment booking
- Settings for appointment notifications
- Example - online appointments on a landing page
- Online booking of individual categories
- Transfer appointments to other employees
- Appointment booking with contact preselection
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People
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Coaching
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