📝 Overview
Rooms can be set up and managed from the Settings module. Once created, rooms can be named, configured, and updated at any time. If you have the Boarding add-on, additional room type options will also be available during setup.
🎥 Video Overview
🔑 Authorizations
An Administrator or Office Manager role is required to access and manage rooms in the settings. Permissions can be granted to other roles by an admin.
🛠️ Setup
Follow the steps below to add a new room or make changes to an existing one.
Adding a New Room
Navigate to the Settings module
Select the Configurations tab
Click View Rooms
Click the plus ➕ button in the upper right corner
Enter a name for the room (e.g., Exam Room 1, Treatment Room 2)
Fill out the remaining fields in the form as applicable and click Save + Done
💡 Your new room is now saved and will appear in your rooms list.
Editing or Deleting a Room
Navigate to Settings > Configurations > View Rooms
Locate the room you want to update, then click Edit or Delete on the right side of that row
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I create multiple rooms at once?
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Click the arrow to see the answer
Rooms must be added one at a time using the plus ( + ) button. Repeat the setup process for each room you need to add.
Is there a limit to how many rooms I can create?
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Click the arrow to see the answer
There is no documented limit to the number of rooms you can create. If you run into any issues, contact support for assistance.
What happens to existing appointments if I delete a room?
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Click the arrow to see the answer
Use caution when deleting a room that may have existing appointments associated with it. It is recommended to review and reassign any upcoming appointments before deleting.
Where do I find the Boarding room options?
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Click the arrow to see the answer
If you have the Boarding add-on enabled, additional room type options will appear automatically within the room setup form. To learn more, click here.