Coming Soon! Calendar Resource Groups

You can now assign resources to a Resource Group then filter appointments on the calendar to view appointments based on the selected group.

Enable Resource Groups

1. To turn on the Calendar Resource Groups feature, go to Menu > Settings > Practice Setup > General > Calendar Settings.
2. Check the box Enable calendar resources group.
3. Click Save.

Open Calendar Resource Groups

Once calendar resource group has been enabled, the option to configure calendar resource groups will appear on the Menu.

• From the Menu, go to Settings > Calendar > Resource Groups.

Calendar Resource Groups Overview

1. Add Calendar Resource Group - Click to add a new resource group.
2. Edit - Click the pencil to edit a resource group.
3. Name - This is the name of the resource group.
4. Count - A visual indicator as to the number of resources in the group.
5. Calendar Resources - The names of the resources assigned to the group.
6. View - Click to display a small screen of the resources assigned to the group.
7. Active - A visual indicator if the resource group is active or inactive.
8. Remove - Click the red x to remove (delete) the resource group.

Create a Resource Group

1. From the Menu, go to Calendar > Resource Groups.
2. Click Add Calendar Resource Groups to create a new group.

Edit Calendar Resource Groups

1. From the Menu, go to Calendar > Resource Groups.
2. Click the pencil icon ( ) to Edit a group.
3. In the Edit Calendar Resource Group dialog box you can:
   • Change the group name. 
   • Mark the group as Active or Inactive.
   • Select or de-select resources assigned to the group.
4. Click Save.

Calendar Home Page

Once the Resource Groups has been enabled, the Resource Groups filter will appear on the Calendar Home page (Appointments).

1. From the Menu, go to Home.
2. The Resource Groups filter will appear on the Appointments tab. This filter will not appear on the Boarding or Grooming tabs.

3. To view appointments for a specific group, select the Resource Group from the drop-down list.

Note: If a Calendar Resource is marked inactive, and the resource is part of a Resource Group, the resource's appointments will not appear on the calendar when the group is selected.

4. When a Resource Group is selected, Incomplete Appointments will show only the incomplete appointments for the group.

5. When a Resource group is selected, the Print option will print only the selected Resource Group appointments.

Blocked Schedule

If a day or time is blocked off for appointments, users will receive a prompt that lets the user know the group does not have resources scheduled for appointments.

1. Go to Menu > Settings > Calendar Resources. 
2. Schedule a resource that is not part of a group (for example, "Closed" or "Holiday").

3. From the Menu click Home.
4. Click on resource for the view.
5. Navigate to the date that has the blocked resource scheduled.
6. Select a Resource Group.
7. The following prompt will appear: