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Tag: Ressourcen

Create and edit rooms and devices

Rooms and equipment can be linked to your services. This blocks them and prevents double bookings.

You can access this area via Settings > Rooms and Equipment (Resources)
If this function is not activated, it can be activated via "Settings > Add Function".

First, create at least one category. To create rooms or equipment, click on the + Room or Equipment button.

  1. Name (Example: "Cabin 1")
  2. Category (Example: "Cosmetic Cabins")

Rooms and equipment are blocked in the background in parallel with the appointment if you have set this in the respective service. Your customer won't notice anything during the booking.

Set availability for your rooms and equipment

Similar to your employees' working hours, availability must also be set in the schedule for rooms and equipment.
➔ Instructions for activating automatic working hours for your rooms and equipment

Group rooms and equipment in calendar groups

It often makes sense to group the "non-human employees" in calendar groups to save space in the calendar. Learn how to use the calendar groups here.

Control the order of employees and rooms/equipment in the calendar

If you are not using calendar groups and want to control the order in the calendar, you can simply move them by clicking on the arrows.

Manually plan availability for your rooms and devices

To use rooms and equipment in the calendar and block them in parallel to specific services, you must enter availability for them. These behave just like the work schedules for your employees.

You can access this area via the main menu item Work Schedule

This article describes the manual creation of availability for your rooms and equipment. We recommend using automatic working hours for resources, so they are always available within your opening hours.

➔ Go to the instructions for activating automatic working hours

If you do not want your rooms and equipment to be automatically available during opening hours, you can of course also manually set the availability. This is useful if:

Manually create availability ("work schedules") for rooms and equipment

After you have created your rooms and equipment, you can find them in the work schedule and assign availability to them.

Short video on maintaining availability for rooms and equipment:

Initially, only human employees are displayed in the work schedule. To display your rooms and equipment, first go to all employees and select the desired rooms and equipment.

You can then enter the availability in the same way as described in detail under Create work schedule.

How to link your services with the required rooms and equipment to avoid double bookings, you can find out here.

Rooms and Equipment (Resources)

Rooms and equipment can be linked to your services. This way they are blocked and double bookings are prevented.

You can access this area via Settings > Rooms and Equipment (Resources)
If this function is not enabled, it can be activated via "Settings > Add Function".
Application example:
The service "facial treatment" can only be performed in the only cosmetics room, the service "manicure" only at the manicure table. These rooms and equipment are displayed in the calendar in addition to the staff members and their occupancy is visible, so that double bookings are avoided.

To be able to block rooms and equipment, you must:

  1. Create categories for rooms and equipment
  2. Create and manage rooms and equipment
  3. Automatic working hours for rooms and equipment
  4. Manually plan availability for your rooms and equipment
  5. Block rooms and equipment during a service

Example of a calendar with booked rooms:

In the calendar itself, when the staff member enters an appointment and there is a double booking, an error message appears if the strict product mode is active.

Calendar View

This function is used for a clear presentation of different employee groups. The views are particularly suitable for very large teams or industries in which rooms, beds or equipment are to be blocked.

If many employees restrict clarity, calendar views can be used here.

You can access this area via
Settings > Calendar Groups.
If this function is not activated, it can be activated via "Add Function".

Create a new group and give it a name. For example "Rooms". The goal is to assign all rooms to the group and thus combine them. Depending on the importance of the group, you decide the size of the column and whether it should appear in the calendar view and right from the start. Then select the members of this collection column. Each individual member of this group must be clicked.

In the calendar itself you can now see the group and the employees.

Go to the group members in the employee profile and finally hide them in the calendar view. Done!