Resource Categories let you organise every physical asset in your clinic into meaningful groups — Treatment Rooms, Consultation Rooms, Laser Machines, Injection Stations, Hydrotherapy Equipment, and so on. Each category is linked to the services that require it, so when a service is booked the system automatically allocates an appropriate resource from the correct category. This eliminates double-booking, ensures specialist equipment is always reserved for treatments that genuinely require it, and produces clean capacity utilisation reports.
Jak to Działa
01
Navigate to Settings then Resources then Categories and click Add New Category.
02
Enter a clear, descriptive category name and assign a colour for instant visual identification in the diary view.
03
Add individual rooms, machines, or equipment items to the category from the main Resources management page.
04
Link the resource category to the relevant services so the system auto-allocates on booking.
05
Monitor utilisation levels in the diary Resource View and in the Resource Utilisation Report.
Kluczowe Funkcje
Intuitive category naming and setup
Colour-coded diary identification
Resource-to-category assignment
Service-to-category linking
Automatic resource allocation
Double-booking elimination
Capacity utilisation reporting
Multi-branch resource management
Porady dla profesjonalistów
Category names should be immediately clear to every staff member who will see them during the booking process.
Link equipment categories to the specific services that require that equipment — this prevents accidental allocation to incompatible services.
Review resource utilisation monthly — consistently underused assets represent tied-up capital that could be deployed better.
Create a General Use category for basic resources like standard treatment beds that any service can occupy.
Feature Illustration
Resource Categories
Feature illustration