# How to Create Equipment > Learn how to set up and manage equipment to avoid double-bookings, automate scheduling logic, and streamline resource availability across calendars. - Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/how-to-create-equipment - Section: Calendars & Appointments / Calendar Rooms & Equipment - Reading time: 3 min - Images: 4, each explained below --- Setting up Equipment allows you to manage shared physical resources—like massage tables, exam chairs, or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency. --- **TABLE OF CONTENTS** - [What is Equipment?](#what-is-equipment) - [Key Benefits of Equipment](#key-benefits-of-equipment) - [How to Set Up Equipment](#how-to-set-up-equipment) - [Step 1: Enable Equipment](#step-1-enable-equipment) - [Step 2: Create Equipment](#step-2-create-equipment) - [Step 3: Provide Equipment Detail](#step-3-provide-equipment-detail) - [Editing or Deleting Equipment](#editing-or-deleting-equipment) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Equipment?** Equipment refers to shared tools, devices, or physical resources that are needed for services offered in your business — like projectors, therapy tables, or treatment chairs. When added to your system, these resources can be linked to calendars and availability settings to prevent scheduling conflicts. This ensures that only available equipment is booked, allowing for smooth operations and improved client experiences. --- ## **Key Benefits of Equipment** Using equipment in your scheduling setup improves visibility and prevents overlaps with limited-use resources. - Prevent double-bookings of shared resources - Assign equipment to specific calendars or services - Automate resource availability during appointment scheduling - Reduce manual coordination and increase reliability - Improve staff efficiency and service quality - Manage resources across multiple locations --- ## **How to Set Up Equipment** Creating equipment ensures availability logic is respected across all scheduled appointments. ### **Step 1:** Enable Equipment - Go to **Settings > Calendar Settings** - Select the **Preferences** tab in the secondary navigation ribbon - Select the **Account Preference** tab located under preferences - Toggle on the blue switch labeled **Equipments**, located in the Services section ![Step 1: Enable Equipment (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044905852/original/D0dlWKZE_KWAwmTBb6LEJObe1ArHlvaCRw.png) **Step 1: Enable Equipment (image 1 of 4)** This screenshot appears in the "Step 1: Enable Equipment" section of "How to Create Equipment". The text alongside this image reads: Go to Settings > Calendar Settings Select the Preferences tab in the secondary navigation ribbon Select the Account Preference tab located under preferences Toggle on the blue switch labeled Equipments, located in the Services section. The navigation path used here is Settings > Calendar Settings Select. Immediately after, the guide continues: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner. - Path: Settings > Calendar Settings Select - Where to go: Go to Settings > Calendar Settings Select the Preferences tab in the secondary navigation ribbon Select the Account Preference tab located under preferences Toggle on the blue switch labeled Equipments, located in the Services section - Controls: Settings > Calendar Settings, Preferences, Account Preference, Equipments - Next: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner Full procedure: 1. Go to Settings > Calendar Settings 2. Select the Preferences tab in the secondary navigation ribbon 3. Select the Account Preference tab located under preferences 4. Toggle on the blue switch labeled Equipments, located in the Services section ### **Step 2:** Create Equipment - Return to the**Calendars** tab of **Calendar Settings** located in the secondary navigation ribbon - Navigate to the **Equipment** tab located under **Calendar Settings** - Select the blue button labeled **Create Equipment** in the upper right corner ![Step 2: Create Equipment (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044905893/original/pTptD2wTKHNfAqseU_EmfxQUfvYH_J2j2A.png) **Step 2: Create Equipment (image 2 of 4)** This screenshot appears in the "Step 2: Create Equipment" section of "How to Create Equipment". The text alongside this image reads: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner. Immediately after, the guide continues: To s et up equipment, enter the following details. - What to choose: Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon Navigate to the Equipment tab located under Calendar Settings Select the blue button labeled Create Equipment in the upper right corner - Controls: Calendars, Calendar Settings, Equipment, Create Equipment - Next: To s et up equipment, enter the following details: Full procedure: 1. Return to the Calendars tab of Calendar Settings located in the secondary navigation ribbon 2. Navigate to the Equipment tab located under Calendar Settings 3. Select the blue button labeled Create Equipment in the upper right corner ### **Step 3:** Provide Equipment Detail To set up equipment, enter the following details: - **Equipment Name:** Assign a unique name to the equipment. - **Description**: Provide a brief description to clarify the equipment's purpose. - **Total Quantity**: Specify the total number of available equipment units. - **Out of Service Quantity**: Enter the count of equipment units that are currently non-functional, require repair, or are out of service. - **Select Calendar**: Choose the calendars you wish to associate with this equipment. Once all details are entered, click the blue button labeled **C****reate** in the lower right corner. ![Step 3: Provide Equipment Detail (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044761121/original/kCCYA-PqDKeUr8Hs2Hu1zyVCw-u6SmI4cw.png) **Step 3: Provide Equipment Detail (image 3 of 4)** This screenshot appears in the "Step 3: Provide Equipment Detail" section of "How to Create Equipment". The text alongside this image reads: Once all details are entered, click the blue button labeled C reate in the lower right corner. Immediately after, the guide continues: Managing equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current. - What to click: Once all details are entered, click the blue button labeled C reate in the lower right corner. - Controls: Description, Total Quantity, Out of Service Quantity, Select Calendar, C, reate - Next: Managing equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current. Full procedure: 1. Equipment Name: Assign a unique name to the equipment. 2. Description: Provide a brief description to clarify the equipment's purpose. 3. Total Quantity: Specify the total number of available equipment units. 4. Out of Service Quantity: Enter the count of equipment units that are currently non-functional, require repair, or are out of service. 5. Select Calendar: Choose the calendars you wish to associate with this equipment. --- ## **Editing or Deleting Equipment** Managing equipment over time helps keep your system up to date. Whether you're renaming a resource or removing one no longer in use, it's important to keep the list current. - Navigate to **Settings > Calendar Settings** - Select the **Equipment** tab in the ribbon under **Calendar Settings** - Click the **3 Dots** icon. Select **Edit** to edit the equipment **or Delete** to delete the equipment - Make your changes and click **Save** ![Editing or Deleting Equipment (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044905927/original/ED7U8sxGK0FFTyb1EzTIuXtka4X8MIvjOQ.png) **Editing or Deleting Equipment (image 4 of 4)** This screenshot appears in the "Editing or Deleting Equipment" section of "How to Create Equipment". The text alongside this image reads: Navigate to Settings > Calendar Settings Select the Equipment tab in the ribbon under Calendar Settings Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment Make your changes and click Save. The navigation path used here is Settings > Calendar Settings Select. Immediately after, the guide continues: Q: What is the difference between Rooms and Equipment? Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources. - Path: Settings > Calendar Settings Select - Where to go: Navigate to Settings > Calendar Settings Select the Equipment tab in the ribbon under Calendar Settings Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment Make your changes and click Save - Controls: Settings > Calendar Settings, Equipment, Calendar Settings, 3 Dots, Edit, or Delete, Save - Next: Q: What is the difference between Rooms and Equipment? Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources. Full procedure: 1. Navigate to Settings > Calendar Settings 2. Select the Equipment tab in the ribbon under Calendar Settings 3. Click the 3 Dots icon. Select Edit to edit the equipment or Delete to delete the equipment 4. Make your changes and click Save --- ## **Frequently Asked Questions** **Q: What is the difference between Rooms and Equipment?** Rooms are physical spaces, like offices or studios. Equipment refers to tools or resources, like chairs or machines. Both can be scheduled as resources. **Q: Can equipment be assigned to more than one calendar?** Yes. Equipment can be linked to multiple calendars, but it can only be used in one appointment at a time. **Q: How do I add multiple versions of the same equipment?** You can set the quantity for each equipment item during creation. For example, if you have three identical massage tables, you only need to create one entry (e.g., “Massage Table”) and set the quantity to 3. **Q: What happens if I delete equipment that is in use?** Deleting it may affect scheduling and remove the availability restrictions tied to it. Review connected calendars before removing any equipment. **Q: Can I generate reports for equipment usage?** There is no native reporting for equipment usage, but appointments tied to specific resources can be reviewed manually via calendars. --- ## **Related Articles** [ ](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/creating-rooms-in-ghl-customer-care) - [How to Create Rooms](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/creating-rooms-in-ghl-customer-care) - [How To Create Service Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/how-to-create-service-calendars) - [Round Robin Calendars: The Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/round-robin-calendars-setup-distribution-availability-explained) - [GHL Customer Care Group Calendar Overview](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/ghl-customer-care-group-calendar-overview-and-setup-guide) - [User Permissions in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/user-permissions-in-calendars) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com