flexile-white-logo
a
Rooms and Equipments

What are Rooms?

A ‘room’ can represent any location where services are provided. Simply put, a room is a specific place where you conduct services in your business, such as massage rooms, salon chairs, workout areas, pedicure stations, etc.

What are Equipments?

Think of equipment as the special tools and devices businesses use to provide services. It can be anything from a fancy machine to a simple chair. For example, picture a hyper-facial machine used during a facial appointment.


How to use Rooms & Equipments?

This feature is designed specifically for service-based businesses, which typically operate from physical locations and often require specialized equipment to deliver their services. Examples include doctors’ offices, salons, healthcare providers, and beauty treatments.

Here’s how to use this feature effectively:

1. Create Rooms and Equipment:

You can create rooms your business uses and maintain a list of available equipment. These can be tailored to your specific needs.

2. Associate with Service Calendars:

Link these rooms and equipment to your service calendars. Each booking will automatically reserve the required rooms and equipment.

3. Avoid Double Bookings:

When handling bookings, the system considers both user availability and the availability of rooms/equipment. This helps prevent double bookings, not only with staff members but also with rooms and equipment.

    By following these steps, you can streamline the booking process and ensure that resources such as rooms and equipment are efficiently utilized, enhancing the overall service experience for your customers.

    Related Guides

    Auto Payments in Recurring Templates

    Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure...

    Workflow Notes, Action Notes & Sticky Notes

    Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ provide users with a convenient way to add context, comments, or critical information directly within workflows. These tools enhance collaboration, streamline...

    Introduction to Workflows and Automations

    What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous...

    How to Setup Workflow Triggers for Google and Facebook Reviews

    This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review details. Overview This 'Review Received' trigger is contactless, meaning the reviews are not linked to any specific contact....

    How to manage Refunds within the CRM?

    The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...

    Getting Started With Smart Lists

    Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover, they've...

    Team Member Assignment (Round Robin Calendar)

    Overview You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for rescheduling preferences and new appointment preferences. Reschedule Preference: Choose who the appointment should be assigned to...

    Calendar Widget Reorder

    Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar widget's steps: the Date & Time Selector, the Form, and Payments (if enabled). Users can choose whether they want the Date & Time Selector or the Form to appear...

    Multiple Meeting Location Selector in Calendar

    Overview The Multiple Meeting Location Selector feature allows you to add multiple meeting locations to your calendar settings. These locations are then displayed on the booking widget, allowing bookers to choose their preferred meeting location. This feature is handy...

    Cancellation & Reschedule Policy (Booking Widget)

    Overview The Cancellation & Reschedule Policy setting allows you to define when bookers can access the cancellation or reschedule link on the booking widget. This feature helps you set a window after which bookers cannot access the cancellation or reschedule link...

    Stay Ahead with INTEG CRM Insights

    Subscribe to our blog and get the latest insights on enhancing customer relationships and boosting business efficiency with CRM technology. Don’t miss out on expert tips, industry news, and success strategies from INTEG CRM. Join our community today to keep your business at the forefront of innovation!

    Visit Our Blog

    Stay Up to Date With The Latest News & Updates

    Access Premium Content

    Unlock exclusive content tailored for advanced CRM users by subscribing to our premium insights. Each week, we dive deeper into strategies that drive business growth, enhance customer relationships, and optimize operational efficiency. 

    Join Our Newsletter

    Stay ahead of the curve with exclusive insights and tips delivered straight to your inbox! Join our newsletter today to receive the latest trends, updates, and special offers.

    Follow Us