To support smooth scheduling, you can set up resources such as rooms or devices in your booking flow. When a service requires a device, Prospyr will only show appointment availability when both the required device and an eligible provider are available.
Step 1: Go to Settings.
Step 2: Click on Resources.
Step 3: Click Devices to view and manage all devices.
Step 4: Click the Create button to add a new device.
Step 5: Enter a name for your device.
Step 6: Select a Device Type or create a new one. Device types link to specific groups of services.
Step 7: Choose the Location where the device will be used.
Step 8: Select the Services this device will support. Click Create Device.
Step 9: In Calendar settings, check the default availability so it matches your clinic’s hours.
Step 10: To adjust availability, click on the time to edit it.
Step 11: Uncheck a day to remove it, or check it to add it back.
Step 12: Remove a time slot by clicking the trash can, or use the plus sign to add new slots.
Creating Rooms
Step 1: On the left menu, click Rooms.
Step 2: Click Add Room to create a new room.
Step 3: Enter a name for the room.
Step 4: Select the Location for the room and click Create Room.
Step 5: Now, when scheduling appointments, you can assign them to specific rooms and the room’s name will appear as a tag on the appointment. Please note this is only for internal reference. The use of rooms does not prevent double-bookings. To prevent doble-bookings, devices should be used instead.
Managing Devices
Step 1: Under settings > Resources > Devices select a device to manage.
Step 2: View and edit the device’s name, type, location, and linked services.
Step 3: Click Update Device to save your changes.
Step 5: In Calendar settings, further adjust device availability if necessary.
Efficiently managing your devices and rooms keeps scheduling organized. Regularly review and adjust resource settings to match your clinic’s needs.