Managing Rooms

Create, edit, and delete rooms for your clinic

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

In order for your clinic to take appointments, you must have at least one room set up to link the appointment to. You can also link rooms to specific practitioners and products.

Note: To create, edit, and delete rooms, you must be assigned a user role that gives you editing permissions for Location settings. For more information on roles, see here.

In this article:


Create a room

Before you create a room, you must create a location to link the room to first.

You can create any number of rooms for a location, from the Settings page:

1. Go to the Locations tab.

2. Click the more options icon next to the location that you want to add a room to.

3. Select Add room.

4. Fill out the General information of the room.

5. Scroll down to the Services provided section, and tick the products you want the room to be linked to.

Note: The products you select will be the only available appointment types that the room will be able to be booked with.
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6. Click Save in the top right-hand corner.

The room appears under the linked location, in the Locations tab. Users can now book appointments to take place in that room.


Edit a room

You can edit a room at any time from the Settings page:

1. Go to the Locations tab.

2. Select the location that the room is linked to.

3. Click the more options icon next to the room you want to edit, then select Edit.

4. Make the changes you want.

5. Click Save in the top right-hand corner.


Delete a room

You can delete a room at any time from the Settings page:

1. Go to the Locations tab.

2. Select the location that the room is linked to.

3. Click the more options icon next to the room that you want to delete, then select Delete.

4. Type the room's full name into the confirmation box. Note: Make sure you type any spaces or special characters in the name.

5. Click Delete to confirm the deletion.

The room is deleted from your clinic. All bookings that are linked to the room are also deleted.


Double-booking warnings


We have introduced a feature that enables clinicians to disable the double-booking warning, which appears when multiple patients are scheduled in the same room.

Kindly bear in mind that keeping the double booking warning enabled does not restrict you from making a booking; you have the option to disregard it if you prefer.

  1. To disable this warning please go to your "Availability" tab under "Settings"

2. You can then enable or disable the feature by clicking on the on/off button

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