Service Spaces & Tools

Modified on Thu, 29 Aug at 8:58 AM

Create a New Room

Whenever you need to establish a dedicated space for your services, click the "Create Room" button. A room can represent any physical space, such as a massage room, salon chair, or workout area.


Create Room


Name

Assign a name to your room, like "Spa Room 1" or something that clearly identifies the room's purpose to your customers when they are booking appointments.


Name Room


Description

Provide a brief description to help customers understand the purpose of the room.


Room Description


Total Capacity

If your room has multiple stations, such as five chairs, you’ll need to limit the number of bookings to that capacity. This is where you set that limitation.


Total Capacity


Adjust Capacity

Use the "+" and "−" buttons to increase or decrease the room's capacity as needed.


Adjust Capacity


Link to Calendar

In this step, you can associate the room with one or more service calendars within the system.


Select Calendar


Finalize or Cancel

Once you’ve configured the room to your liking, click the “Create” button to finalize. If you need to start over, use the “Cancel” button to return to the rooms menu.


Finalize or Cancel


Search for a Room

Use the search bar to quickly locate a specific room by typing its name.


Search Room


Room Name Column

The names of all rooms will be listed here.


Room Name Column


Total Capacity

This column displays the capacity for each room.


Room Capacity


Services Linked to Room

Here, you can view which service calendars are linked to each room. Multiple linked calendars will be displayed.


Services Associated


Status

This column shows whether the rooms are currently active or inactive.


Room Status


Date Updated

For tracking purposes, this column indicates when each room was last updated.


Date Updated


Actions Menu

Click the three dots to access the actions menu.

  • Edit: Modify the room name, update the description, or adjust the capacity.

  • Disable Room: Temporarily remove the room from your calendars using the toggle switch.

  • Delete: Permanently delete the room.

Actions Menu


Equipment


Search Equipment

Quickly locate any equipment by typing its name into the search box.


Search Equipment


Equipment Name Column

This column displays the names of all equipment.


Equipment Name Column


Total Quantity

Shows the quantity set for each piece of equipment during setup.


Total Quantity


Services Linked to Equipment

This column indicates the service menus selected when the equipment was set up.


Services Linked to Equipment


Equipment Status

Here you can see the current status of each piece of equipment.


Equipment Status


Date Updated

This column indicates when each piece of equipment was last modified or when it was initially created.


Date Updated


Actions Menu

Click the three dots to access actionable options.


Equipment Actions


Add New Equipment

To add new equipment, click the "Create/Add Equipment" button. This can include any tools, devices, or machines essential for your services.


Add Equipment


Equipment Name

Provide a name for the equipment that will be meaningful to your customers.


Equipment Name


Description

Add a detailed description outlining the equipment's purpose and usage.


Equipment Description

Total Quantity

Input the total number of units available for this equipment.

Total Quantity


Adjust Equipment Quantity

Use the "+" and "−" buttons to increase or decrease the quantity of the equipment.


Adjust Equipment Quantity


Out of Service Quantity

Record the number of equipment units that are currently not in service or require maintenance.


Out of Service Quantity


Link to Calendar

Select which calendars to associate with the equipment.


Link to Calendar


Finalize or Cancel

Click “Create” to save the equipment information. If you need to cancel, use the “Cancel” button to return to the Equipment menu.


Finalize or Cancel Equipment



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