Manage resources Praxis Desk

Edit, duplicate, or delete existing resources and control sharing with your cooperation network.

Benötigte Lizenz

This feature requires the Resources add-on for Praxis and Desk.

Where do I find resources?

Open Settings → Calendar → Resources. The list groups your resources by category. Click a category heading to expand or collapse the group. Resources without a category appear in the Ohne Kategorie (Without category) group. You can reorder both categories and resources within a category via drag and drop – the new order saves immediately.

Prerequisites

• You have the Resources add-on active.
• You have the Ressource: Bearbeiten, Ressource: Löschen, or Ressource: Erstellen permission, depending on the action.
• To reach the page from the menu, you also need the Ressourcen: Einstellungen permission.

Edit a resource

You can change the name, description, and color of a resource at any time.

1. Click the row menu on the desired resource.
2. Select Edit.
3. Adjust the fields in the Edit resource modal as needed.
4. Click Save.

Duplicate a resource

You can use an existing resource as a template. Duplicating carries all settings of the template into a new modal.

1. Click the row menu on the desired resource.
2. Select Duplicate.
3. The Ressource hinzufügen (Add resource) modal opens with the copied values. The name is initially identical to the original – adjust it.
4. Click Hinzufügen (Add).

Share a resource with the cooperation

If your company is part of a cooperation network, you can share individual resources with connected cooperation companies.

1. Click the row menu on the desired resource.
2. Select Edit.
3. Enable the Allow cooperation toggle.
4. Click Save.

Connected cooperation companies can then see and use the resource.

Delete a resource

Delete a resource when you no longer need it permanently.

1. Click the row menu on the desired resource.
2. Select Delete.
3. Confirm the action in the Delete resource dialog.

Warning: Deleting a resource also removes its assignments to existing appointments and its links to services – without any further confirmation. There is no check for future appointments.