Link and Unlink Appointment Types and Facilities to Resources

Link and Unlink Appointment Types and Facilities to Resources

  1. From the Scheduling Dashboard, select Scheduling Setup.

  1. Select the Resources tab.
  2. In the Appointment Type column, select the number link.

  1. Select the Link button. (Already linked appointments are listed.)
  2. Choose the Appointment Type from the dropdown list.
  3. If the Duration does not populate, enter it.
  4. Select Save [F2].

  1. On the Resources tab in Scheduling setup, select the Appointment Type number link.

  1. Highlight the Appointment Type by selecting the line. (Do not choose the link)
  2. Select Unlink or Unlink All.
  3. Are you sure you want to unlink this record? Select Unlink.

  1. On the Resources tab in Scheduling setup, select the Resource ID.

                                    

  1. To link a Resource to All Facilities, select the All Facilities checkbox.
  2. Deselect the All Facilities checkbox to display your Facilities. Select/Deselect the Facilities to link to this Resource.
  3. Select Save [F2].

Learn More

Add Resources (Providers, Rooms, Equipment) to the Calendar

Resource Time Increments