Add rooms or equipment to a location

Your practice may have rooms or equipment that your practitioners reserve and use in their appointments. Adding rooms and equipment to a location allows you to manage their scheduling and reservations, eliminating the risk of double bookings.

Add a room or equipment

  1. On the sidebar, click Personal > Locations.

  2. Under the location you want, next to Rooms / Equipment, click Add a room / equipment.

  3. In the pop-up, configure the following:

    • Existing: If you have an existing room name or equipment name at another location, select it in the dropdown. To add a new one, click Add new room/equipment.

    • Name: Enter the name of the room or equipment.

    • Type: Select whether you are adding a room or equipment.

    • Description (optional): Enter a brief description.

    • Status: This is set to Current by default. If you are no longer using this room or equipment, you can set this to Archive so it cannot be booked for appointments.

    • Availability (optional): If you want to assign this room or equipment only for specific practitioners to use, select their name/s here. If you want the room or equipment to be available to the whole location, leave this blank.

  4. Click Save.


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