EMS - Creating New Facilities

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 should I use this?

Facilities are used to create serviceable areas that can be booked by guests. These often include areas that do not require a specific staff member to be present, or areas required for group-based activities.

  • Examples may include: Thermal Access, Mud Rasul, Yoga Studios, or outdoor spaces for Archery and Land Rover Experiences.

  • Key Logic: Facilities are mandatory for Group Activities (e.g., a Spin Studio must be created to host Spin Classes).

Before you start

Before creating a new facility, confirm:

  • The specific name of the area as it should appear in the diary.

  • The maximum capacity or operating hours for the space.

  • Which existing experiences (if any) should be restricted to this location.

Step-by-step: Creating a Facility

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Facilities

Select Facility from the list of available administration options.

3. Add a new Facility

Click + Add New in the top right corner of the screen.

4. Enter Facility details

  • Enter the Facility Name.

  • If you are a Multi-Site business, select the relevant Site for this facility.

5. Save the Facility

Click Save to create the facility record.

6. Set up the Availability (Rota)

Navigate to the Availability tab to define when the facility can be used.

  • Standard Hours: By default, this creates availability for every day. Adjust the hours here if the facility follows the same schedule daily.

  • Varying Hours: If hours differ by day, toggle Set Per Day and enter the specific hours for each day of the week.

7. Assign Appointments

If you have already created Experiences that should be booked into this facility, navigate to the Appointments tab.

  • Bulk Add: Click a Category checkbox to add every experience within that group.

  • Individual Selection: Click the + on a category to select or unselect specific experiences.

  • Select All: Use the Select All button to enable all system experiences for this facility.

Note: Group Activities are assigned to facilities via the Activity Setup menu, so they will not appear in this specific screen.

8. Commit Changes

Click Save to commit the configuration. The facility is now ready for use in the diary.

Best practice

  • Naming: Use names that clearly distinguish between different areas (e.g., "Studio 1" vs "Main Gym") to avoid confusion when scheduling classes.

  • Rota Maintenance: Regularly check that facility hours align with your seasonal opening times to prevent overbooking.

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