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Organise Rooms and Equipment intoLogical Resource Categories

Group all your bookable rooms, treatment beds, machines, and equipment into categories for smarter scheduling, clear capacity management, and accurate utilisation reporting.

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Organise Rooms and Equipment into Logical Resource Categories

Group all your bookable rooms, treatment beds, machines, and equipment into categories for smarter scheduling, clear capacity management, and accurate utilisation reporting.

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Tutorial · ClinicSoftware.com
categoryResource Categories
SETTINGS — ORGANISE ROOMS AND EQUIPMENT 📋 Organise Rooms and Equipment into Lo gical Resource Categories Group all your bookable rooms, treatment beds, machines Access 24/7 Status Live ✓
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At a Glance
Resource categories group a clinic's rooms and equipment by type, so booking can require the right kind of resource and availability is managed sensibly. ClinicSoftware.com organises resources into categories, keeping multi-room, multi-machine scheduling clear.

What are resource categories?

Resource categories group rooms and equipment by type, such as treatment rooms or a class of machine. They make resource booking manageable. ClinicSoftware.com lets you organise resources this way.

Why categorise resources?

Categories let a treatment require a type of resource rather than a specific one, so the booking can use any suitable room or machine that is free, which improves utilisation.

Frequently Asked Questions
What are resource categories?
Groupings of rooms and equipment by type. ClinicSoftware.com lets you organise resources this way.
Why categorise resources?
So a treatment can require a type of resource and use any suitable one that is free, improving utilisation.
Does this help availability?
Yes. Bookings can draw on any free resource in the category.
Can a resource belong to a category?
Yes. Each room or machine is assigned to its category.
How It Works in ClinicSoftware
01
Create resource categories
02
Assign rooms and equipment to them
03
Let treatments require a category
04
Book any free resource in that category

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.

How It Works
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.
Key Features
category Intuitive category naming and setup
category Colour-coded diary identification
category Resource-to-category assignment
category Service-to-category linking
category Automatic resource allocation
category Double-booking elimination
category Capacity utilisation reporting
category Multi-branch resource management
Pro Tips
lightbulb Category names should be immediately clear to every staff member who will see them during the booking process.
lightbulb Link equipment categories to the specific services that require that equipment — this prevents accidental allocation to incompatible services.
lightbulb Review resource utilisation monthly — consistently underused assets represent tied-up capital that could be deployed better.
lightbulb Create a General Use category for basic resources like standard treatment beds that any service can occupy.
Feature Illustration
imageResource Categories
RESOURCE CATEGORIESTreatment Rooms4 rooms · 16 services linkedCONFIGURELaser Equipment2 machines · 8 services linkedCONFIGUREInjection Stations3 stations · 12 services linkedCONFIGUREConsultation Rooms2 rooms · All consultationsCONFIGURERESOURCE AVAILABILITYLaser Room 1: ● AvailableLaser Room 2: ● In Use — EmmaInj Station 1: ● In Use — Dr KTreatment Rm 4: ● AvailableAuto-allocation · Double-book prevention · Utilisation reportsFEATURE PREVIEWLEARN MORE
Feature illustration