Columns and Resources Praxis Desk

In the calendar you control which columns are shown. Columns are practitioners, resources (e.g. rooms or equipment), and locations. You set them in the view editor.

Where do I find columns and resources?

You open the view editor like this: gear icon → Ansichten (views) → + Neue Ansicht (new view) (or edit an existing view). There you choose practitioners, resources, and locations as columns. You manage resources themselves under Einstellungen → Unternehmen → Kalender & Termine → Ressourcen (settings → company → calendar & appointments → resources).

Requirements

• Access to the calendar

Select columns in the view editor

1. Open the gear icon in the calendar and click the Ansichten button.
2. Create a new view or edit an existing one.
3. In the Spalten (columns) section, you'll find Verfügbar (available) on the left, with the search field Suchen… and the tabs Behandler (practitioners), Ressourcen (resources), and Standorte (locations).
4. Add an entry with the Anzeigen (show) action. It appears on the right under Angezeigte Spalten (displayed columns). With Alle (all), you add all entries of the tab at once.
5. Use Alle entfernen (remove all) to clear the Angezeigte Spalten list again.
6. Save the view.

Fig. 1No column has been added yet in this demo account.

1. 1Verfügbar — Behandler, Ressourcen, and Standorte to choose from.
2. 2Angezeigte Spalten — entries already added.

For how to create, manage, and set views as default in general, see the article Save and Set Calendar Views as Default.

Customize columns

Under Angezeigte Spalten, you customize the columns you've added:

• Change the order: Drag a column by the Spalte verschieben (move column) handle to the position you want.
• Rename: Double-click the column name. Confirm with Enter.
• Remove: For a single column, click Entfernen (remove).
• Merge columns: Select at least two columns and click Zusammenführen (merge). With Spalten zusammenführen (merge columns), you merge all columns at once.
• Change the color: For a merged column, pick the color in the color picker.
• Split: For a merged column, click Auftrennen (split) to divide it again.

Group columns quickly

In the calendar toolbar, you group the displayed columns with the grouping switcher. It's collapsed and expands on hover:

• Alle (all) — all active columns side by side
• Behandler — practitioner columns only
• Ressourcen — resource columns only
• Standorte — location columns only

With Ressourcen grouping, each resource forms its own column group, with each day as a subcolumn within the group.

Required license

This feature requires the Kooperationsmodul (cooperation module) add-on for Praxis and Desk. Columns are then additionally grouped by company.

Add a resource

1. Open Einstellungen → Unternehmen → Kalender & Termine → Ressourcen.
2. Click Ressource hinzufügen (add resource).
3. In the Allgemein (general) tab, fill in the fields Name, Beschreibung (description), Kategorie (category), Farbe (color), Priorität bei Vergabe von Terminen (priority for appointment assignment), and Standorte.
4. In the Verfügbarkeit (availability) tab, set the availability for each weekday.
5. Click Hinzufügen (add).

Resources you've created appear on the Ressourcen page, grouped by category, with location and availability for each weekday.