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Rooms & Areas

Rooms (areas) are the spaces inside each location that schedules and assignments rely on—reception, treatment rooms, offices, etc. Keep them current so rotas and resource allocation stay correct.

Rooms list view

  1. Open a location, go to Rooms/Areas.
  2. Click Add Room/Area.
  3. Pick the Location and enter a clear Room Name (e.g., Reception, Treatment 1).
  4. Save. The room appears in the list and becomes available for scheduling/assignments.
  • Open the room record details page to change the name of an existing.
  • This will impact all future schedules in the Rota app.
  • Use consistent naming across locations (e.g., Reception, Treatment 1/2, Office).
  • Create rooms after locations, before building rotas or assigning staff.
  • Review rooms when locations change (new floors/areas) to keep schedules accurate.