EMS - Creating New Departments
⏱ Estimated time: 1–2 minutes
👤 Role: Admin / Finance / Management
What you'll learn
How to create a new Department (Business Area) in EMS
When departments should be created
How to edit an existing department
When should I use this?
Departments are typically configured during the initial EMS onboarding process.
However, you may need to create a new department if:
A new area of the business begins using EMS
Finance teams want to separate revenue reporting
A new service category or operational department is introduced
Examples may include:
Spa
Leisure Club
Retail
Food & Beverage
Departments allow revenue and reporting to be grouped by business area.
Before you start
Before creating a new department, confirm:
The department name required for reporting
Whether finance teams need the department for revenue separation
Departments are often linked to reporting and financial exports, so it is good practice to confirm naming conventions before creating them.
Step-by-step: Creating a Department
1. Open the Administration panel
Click Settings in the navigation menu to open the Administration area.
2. Navigate to Departments
Select Departments from the list of available administration options.
3. Add a new department
Click + Add New in the top right corner of the screen.
4. Enter the department name
Enter the Department Name.
This should reflect the business area or operational department you want to track.
Example:
Spa
Salon
Retail
Fitness
5. Save the department
Click Save to create the department.
The new department will now appear in the Departments list.
Editing an existing department
If a department name needs to be updated:
Navigate to Settings → Departments
Select the department from the list
Update the Department Name
Click Save
Changes will apply immediately across the system.
Best practice
Use clear and consistent naming conventions
Avoid creating duplicate departments
Confirm department names with finance teams if they are used in reporting
Related Articles
EMS - Creating New Facilities
⏱ Estimated time: 2–3 minutes ? Role: Admin / Management / Operations What you'll learn How to create new serviceable areas within your property How to configure facility availability and rotas How to link specific appointments to a facility When ...EMS - Creating New Rooms
⏱ Estimated time: 2–3 minutes ? Role: Admin / Management / Operations What you'll learn How to create new treatment rooms and stations in EMS How to configure initial room availability How to allocate experiences to a new room When should I use ...EMS - Creating New Analysis Groups
⏱ Estimated time: 3–5 minutes ? Role: Admin / Finance / Management What you'll learn How to create Analysis Groups (Income Centre Groups) How to configure Analysis Codes (Income Centres) How analysis structures support financial reporting and PMS ...EMS - Creating New Activities
⏱ Estimated time: 2–4 minutes ? Role: Admin / Management What you'll learn How to create new activity types for group sessions How to categorise activities for easier navigation How to configure online visibility and medical restrictions When should ...EMS - Creating New Facility Experiences
⏱ Estimated time: 5–8 minutes ? Role: Admin / Management What you'll learn How to set up new experiences that do not require a staff member How to configure pricing, tax, and online visibility for facility-led services How to assign the necessary ...