Setting up Equipment

Before you can schedule appointments using a piece of Equipment, it must be created in the Administration module and designated as a Scheduling Resource. This is normally done with assistance from Amkai personnel when your account is first created, but you may need to add additional Equipment as you continue to use AmkaiOffice.

After Equipment is added in the Administration module, there may be further setup required in the Scheduling module before you can schedule appointments with it. If you are not managing the number of units available for each piece of equipment in the Inventory module, you can indicate here how many units of each you have. For the purposes of Conflict Checking, the system will use the module with the larger number of available units. This section describes the setup performed in the Scheduling module.

To setup a piece of Equipment:

Open the Scheduling Module.
From the Sheet Bar heading, Setup, click Equipments. The Equipment Setup dialogEquipment Setup dialog appears.
From the Title column, select the Equipment you wish to set up.
In the Max Usage column, set the maximum number of appointments that can be scheduled with that Equipment at one time. You can set the maximum number at greater than one if overbooking is appropriate for that Equipment.
Click one of the following options:
- OKOK
  
  Save your changes and make the Equipment available for scheduling purposes.
- CancelCancel
  
  Exit the dialog without saving your changes.