Scheduling Rooms and Resources Settings
Welcome to the GoRev Administrative Scheduling Rooms and Resources Settings Tutorial. In this tutorial, we will focus on the process of defining the Rooms and Resources Settings for the Scheduling Module as an Administrator in GoRev.
1 : Navigating to the Scheduling Window
In order to customize the Rooms and Resources Settings of the GoRev Scheduling Module, first, begin by clicking on the “Scheduling” button present in the Clinic Modules tab on the GoRev Homepage.
2 : Navigating to the Scheduling Settings Window
After the Scheduling window appears on your screen, please click on the “Manage Settings” button present in the Scheduling Toolbar.
3 : Navigating to the Rooms and Resources Section
At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the Rooms and Resources section of this window by clicking on the corresponding tab present on your screen.
4 : Navigating to the New Room and Resource Window
As an Administrator, you will have the ability to Create New Rooms and Resources, Edit Existing Rooms and Resources, and Delete Unwanted Rooms and Resources for the GoRev Scheduling Module. In order to create a New Room or Resource, first, begin by clicking on the “New” button present on your device.
5 : Entering a Room and Resource Name
Once the New Room and Resource window becomes visible, please enter a Name for your New Room or Resource into the field provided.
Then, click “Create”.
6 : Defining the Visit Type & Place of Service
At this point, the newly named Room or Resource will be present in the Rooms and Resources list on your screen. To continue, please click on the newly named Room or Resource from the list.
Next, click on the “Edit Room” button in this window.
After the “Edit Room” window becomes visible, please define the “Visit Type”, “Default Place of Service”, and "Default Duration (Minutes) for appointments" for your Room or Resource using the corresponding fields and drop-down provided.
7 : Finalizing Room or Resource Creation
Now, in order to finalize the creation of the new Room or Resource, please click on the “Save” button in this window.
8 : Selecting Room or Resource To Edit
In addition to creating new Rooms and Resources, you, also, have the ability to Edit Existing Rooms and Resources as an Administrator in GoRev. To begin, please select the Room or Resource that you require from the list present on your device.
If you have difficulty locating the Room or Resource that you require, please use the Search Field present on your screen to aid in your search.
9 : Editing the Selected Room or Resource
Now, click on the “Edit Room” button present in this window.
After the “Edit Room” window becomes visible, please Edit any of the information in this window that you require.
Once you are finished, click on the “Save” button on your screen.
10 : Selecting Room or Resource To Delete
In addition to editing existing Rooms and Resources, you, also, have the ability to Delete Unwanted Rooms or Resources as an Administrator in GoRev. To begin, please select the Room or Resource that you require from the list present on your device.
11 : Deleting the Selected Room or Resource
Now, click on the “Delete” button in the Scheduling Settings window.
After the Deleting Room window appears on your device, please finalize the Deleting process by clicking “Yes”.
12 : Managing Online Registration Time Slots
To manage "Online Registration Time Slots", click on the button in the Scheduling Settings window.
The Edit Time Slots window will appear, to create a new time slot click on the "New" button.
To begin with set the "Start Time", "End Time", and "Max Simultaneous" appointments.
Next select the "Weekdays" for the new time slot.
Finally, select the "Weekends" for the new time slot.
If you'd like to create a series, check the appropriate box and select the time interval.
Once you are satisfied click on the "Save" button.
You can also edit existing time slots, to begin click on the time slot you want to edit in the "Edit Time Slots" window.
Next click on the "Edit" button.
After the “Edit Time Slots” window becomes visible, please Edit any of the information in this window that you require and then click "Save".
You can also delete time slots, to begin with click on the time slot you want to delete in the "Edit Time Slots" window.
With a time slot selected, click on the "Delete" button.
Finally, you can adjust registrations for a specific date by clicking on the "Adjust Specific Date" button.
Select the date you want, make your changes, then click on the "Save" button.
Additional Resources
GoRev Support Team
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at ask@gorev.com
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.