Create a resource Praxis Desk

Create a new bookable resource — for example a treatment room, a piece of equipment, or a booth. To make the resource available when booking appointments, you then need to link it to a service.

Benötigte Lizenz

For Praxis, this feature is included in every license. For Desk, you need the Ressourcen add-on.

Where do I find Resources?

Open Settings → Kalender & Termine → Ressourcen. The Ressourcen tab is already active.

Prerequisites

• For Desk, the Ressourcen add-on is activated.
• You have the Ressourcen: Einstellungen and Ressource: Erstellen permissions.

Create a resource

1. Click Ressource hinzufügen (Add resource).
2. Fill in the fields on the Allgemein (General) tab:

Field	Description	Required
Name	Unique name for the resource (e.g. "Treatment room 1", "Ultrasound device")	Yes
Description	Optional internal note — only visible to your team	No
Category	Groups the resource in the resource list — see the Resource categories article	No
Color	Color of the resource's column in the calendar	Yes
Priority for appointment assignment	Controls the order used during automatic resource assignment	No
Locations	At least one location the resource is assigned to	Yes

Available priority levels:

• Sehr Niedrig – Zuletzt gebucht (Very Low – Booked last)
• Niedrig (Low)
• Mittel (Medium)
• Hoch (High)
• Sehr Hoch – Zuerst gebucht (Very High – Booked first)

3. Click Hinzufügen (Add).

Set availability

After creating the resource, switch to the Verfügbarkeit (Availability) tab. For each weekday, choose one of three options: Beliebig (Any), Ganztägig (All day), or Nicht verfügbar (Not available). With Beliebig, click Hinzufügen (Add) to add as many from/to time slots as you need. When creating a new resource, all weekdays default to Ganztägig.

These times don't control whether offisy offers the resource when booking an appointment — they only mark which parts of the resource's column in the calendar are shown as bookable.

You only see the Wartezimmer TV (Waiting room TV) tab if the Waiting room TV module is part of your license and the resource is assigned to a category of type Raum (Room). It's for linking the resource to a waiting room display — this is covered in the Link rooms to the waiting room TV article.

Link a resource to a service

For a resource to show up when booking an appointment, you need to link it to the service it belongs to. This is described in the resources section of the Create a service article.

Assign a resource to an appointment

When creating or editing an appointment you can adjust the suggested resources:

1. Create or open an existing appointment in the calendar.
2. In the Ressourcen (Resources) section, select the desired resource from each condition's dropdown.
3. If a resource is already assigned to another appointment at the chosen time, offisy shows it with red text "Blockiert: hh:mm – hh:mm" (Blocked) — but you can still select it. In that case, choose a different resource or a different time slot.
4. Click Speichern (Save).

When creating a new appointment, offisy automatically pre-selects the first resource that's still free. However, offisy does not technically prevent double bookings — you can still assign the same resource to another appointment despite the "Blockiert" marking.