EMS - Managing Facilities

EMS - Managing Facilities

⏱ Estimated time: 2 minutes
👤 Role: Admin / Management / Operations

What you'll learn

  • How to update facility operating hours and rotas

  • How to add or remove treatment capabilities from a facility

  • Best practices for maintaining facility records

When should I use this?

Use this guide to keep your facility areas updated as your operational requirements change, such as seasonal opening hour adjustments or changes to the services offered in specific areas.

Before you start

Important Notice: When reducing facility availability or removing experiences, ensure you have checked the diary for any existing bookings. You should move any affected appointments to another suitable facility or room before committing changes to avoid scheduling conflicts.

Step-by-step: Managing Facilities

1. Access Facility Settings

Navigate to Settings → Facility and select the relevant Facility from the list.

2. Update Availability

Click Availability to amend the hours.

  • Use the Set Per Day toggle if you need to create specific exceptions for certain days of the week.

  • Adjust the start and end times to reflect your new opening hours.

3. Update Appointments (Capabilities)

Click Appointments to add or remove experiences.

  • Ensure that if a facility no longer supports a specific service (e.g. equipment has been moved or the area has been repurposed), the experience is deselected.

  • You can use the Category checkboxes to quickly add or remove entire groups of services in bulk.

4. Save Changes

Click Save to commit the updates. Changes take effect immediately within the diary and for any online booking journeys.

Best practice

  • Check the Diary: Always check the booking grid/grid view before reducing hours to ensure no guests are already scheduled during the time you wish to close.

  • Consistency: Ensure facility names remain consistent. If you must rename a facility, inform the relevant teams to avoid confusion during the booking process.

  • Multi-site Sync: If you manage multiple sites, ensure you are editing the facility linked to the correct location.

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