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Calendars & Appointments

How to Create Equipment

Learn how to set up and manage equipment to avoid double-bookings, automate scheduling logic, and streamline resource availability across calendars.

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On this page
  1. Key Benefits of Equipment
  2. How to Set Up Equipment
  3. Step 1: Enable Equipment
  4. Step 2: Create Equipment
  5. Step 3: Provide Equipment Detail
  6. Editing or Deleting Equipment
  7. Frequently Asked Questions
  8. Related Articles

Setting up Equipment allows you to manage shared physical resources—like massage tables, exam chairs, or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency.

TABLE OF CONTENTS

What is Equipment?

Equipment refers to shared tools, devices, or physical resources that are needed for services offered in your business — like projectors, therapy tables, or treatment chairs. When added to your system, these resources can be linked to calendars and availability settings to prevent scheduling conflicts. This ensures that only available equipment is booked, allowing for smooth operations and improved client experiences.

Key Benefits of Equipment

Using equipment in your scheduling setup improves visibility and prevents overlaps with limited-use resources.

  • Prevent double-bookings of shared resources

  • Assign equipment to specific calendars or services

  • Automate resource availability during appointment scheduling

  • Reduce manual coordination and increase reliability

  • Improve staff efficiency and service quality

  • Manage resources across multiple locations

How to Set Up Equipment

Creating equipment ensures availability logic is respected across all scheduled appointments.


Step 1: Enable Equipment

  • Go to Settings > Calendar Settings

  • Select the Preferences tab in the secondary navigation ribbon

  • Select the Account Preference tab located under preferences

  • Toggle on the blue switch labeled Equipments, located in the Services section

Step 1: Enable Equipment (image 1 of 4) What this shows Go to Settings > Calendar Settings Select the Preferences tab in the secondary navigation ribbon Select the Account Preference tab located… What this shows Illustrates the "Step 1: Enable Equipment" section of "How to Create Equipment". This screenshot appears in the "Step 1: Enable Equipment" section of "How to Create Equipment". The text alongside this image reads: Go to Settings > Calendar Settings Select the Preferences tab in the secondary navigation ribbon Select the Account Preference tab located under preferences Toggle on the blue switch labeled Equipments, located in the Services section. The navigation path used here is Settings > Calendar Settings Select. Immediately after, the guide continues: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner. Path: Settings > Calendar Settings SelectImage 1 of 4 Where to goGo to Settings > Calendar Settings Select the Preferences tab in the secondary navigation ribbon Select the Account Preference tab located under preferences Toggle on the blue switch labeled Equipments, located in the Services section
Buttons and menus referenced Settings > Calendar SettingsPreferencesAccount PreferenceEquipments
Next stepReturn to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner
All 4 steps in this procedure
  1. Go to Settings > Calendar Settings
  2. Select the Preferences tab in the secondary navigation ribbon
  3. Select the Account Preference tab located under preferences
  4. Toggle on the blue switch labeled Equipments, located in the Services section

Step 2: Create Equipment

  • Return to theCalendars tab of Calendar Settings located in the secondary navigation ribbon
  • Navigate to the Equipment tab located under Calendar Settings
  • Select the blue button labeled Create Equipment in the upper right corner
Step 2: Create Equipment (image 2 of 4) What this shows Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under… What this shows Illustrates the "Step 2: Create Equipment" section of "How to Create Equipment". This screenshot appears in the "Step 2: Create Equipment" section of "How to Create Equipment". The text alongside this image reads: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner. Immediately after, the guide continues: To s et up equipment, enter the following details. Image 2 of 4 What to chooseReturn to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner
Buttons and menus referenced CalendarsCalendar SettingsEquipmentCreate Equipment
Next stepTo s et up equipment, enter the following details:
All 3 steps in this procedure
  1. Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon
  2. Navigate to the Equipment tab located under Calendar Settings
  3. Select the blue button labeled Create Equipment in the upper right corner

Step 3: Provide Equipment Detail

To set up equipment, enter the following details:

  • Equipment Name: Assign a unique name to the equipment.
  • Description: Provide a brief description to clarify the equipment's purpose.
  • Total Quantity: Specify the total number of available equipment units.
  • Out of Service Quantity: Enter the count of equipment units that are currently non-functional, require repair, or are out of service.
  • Select Calendar: Choose the calendars you wish to associate with this equipment.

Once all details are entered, click the blue button labeled Create in the lower right corner.

Step 3: Provide Equipment Detail (image 3 of 4) What this shows Once all details are entered, click the blue button labeled C reate in the lower right corner. What this shows Illustrates the "Step 3: Provide Equipment Detail" section of "How to Create Equipment". This screenshot appears in the "Step 3: Provide Equipment Detail" section of "How to Create Equipment". The text alongside this image reads: Once all details are entered, click the blue button labeled C reate in the lower right corner. Immediately after, the guide continues: Managing equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current. Image 3 of 4 What to clickOnce all details are entered, click the blue button labeled C reate in the lower right corner.
Buttons and menus referenced DescriptionTotal QuantityOut of Service QuantitySelect CalendarCreate
Next stepManaging equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current.
All 5 steps in this procedure
  1. Equipment Name: Assign a unique name to the equipment.
  2. Description: Provide a brief description to clarify the equipment's purpose.
  3. Total Quantity: Specify the total number of available equipment units.
  4. Out of Service Quantity: Enter the count of equipment units that are currently non-functional, require repair, or are out of service.
  5. Select Calendar: Choose the calendars you wish to associate with this equipment.

Editing or Deleting Equipment

Managing equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current.

  • Navigate to Settings > Calendar Settings

  • Select the Equipment tab in the ribbon under Calendar Settings

  • Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment

  • Make your changes and click Save

Editing or Deleting Equipment (image 4 of 4) What this shows Navigate to Settings > Calendar Settings Select the Equipment tab in the ribbon under Calendar Settings Click the 3 Dots icon. What this shows Illustrates the "Editing or Deleting Equipment" section of "How to Create Equipment". This screenshot appears in the "Editing or Deleting Equipment" section of "How to Create Equipment". The text alongside this image reads: Navigate to Settings > Calendar Settings Select the Equipment tab in the ribbon under Calendar Settings Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment Make your changes and click Save. The navigation path used here is Settings > Calendar Settings Select. Immediately after, the guide continues: Q: What is the difference between Rooms and Equipment? Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources. Path: Settings > Calendar Settings SelectImage 4 of 4 Where to goNavigate to Settings > Calendar Settings Select the Equipment tab in the ribbon under Calendar Settings Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment Make your changes and click Save
Buttons and menus referenced Settings > Calendar SettingsEquipmentCalendar Settings3 DotsEditor DeleteSave
Next stepQ: What is the difference between Rooms and Equipment? Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources.
All 4 steps in this procedure
  1. Navigate to Settings > Calendar Settings
  2. Select the Equipment tab in the ribbon under Calendar Settings
  3. Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment
  4. Make your changes and click Save

Frequently Asked Questions

Q: What is the difference between Rooms and Equipment?
Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources.

Q: Can equipment be assigned to more than one calendar?
Yes. Equipment can be linked to multiple calendars, but it can only be used in one appointment at a time.

Q: How do I add multiple versions of the same equipment?

You can set the quantity for each equipment item during creation. For example, if you have three identical massage tables, you only need to create one entry (e.g., “Massage Table”) and set the quantity to 3.

Q: What happens if I delete equipment that is in use?
Deleting it may affect scheduling and remove the availability restrictions tied to it. Review connected calendars before removing any equipment.

Q: Can I generate reports for equipment usage?
There is no native reporting for equipment usage, but appointments tied to specific resources can be reviewed manually via calendars.



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