Archiving Appointment Resources

A resource may no longer be available, or no longer be applicable to your practice. In this circumstance your organisation may want to prevent appointments from being booked against the resource.

To archive a resource:

  • navigate to the resource settings page
  • find the resource you would like to archive in the list
    • you may either click on the link to the resource’s page, or stay on the resource list page, but the following steps will be the same
  • click on the dot menu on the right of the resource
  • click Archive
  • confirm that you would like to archive the resource

The resource will be marked as Archived on the resources list.

Additionally, neither staff nor patients will be able to book appointments against the resource, and the resource will no longer be shown on the appointment calendar

Note: Only resources that without scheduled appointments may be archived

Restoring an archived appointment resource

Resources are safe to restore after they’ve been archived. To restore an archived resource:

  • navigate to the resource settings page
  • find the resource you would like to archive in the list
  • click on the dot menu on the right of the resource
  • click Restore

Appointments may then be booked against the resource