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How to Configure Appointments in Invent ERP

Configuring your appointment settings ensures that your booking system runs smoothly. By setting up predefined service types and allocating bookable organizational assets, your team can easily manage incoming schedules and maintain reliable timetables.

Key Features and Benefits​

  • Predefined Appointment Types: Standardize your service catalog by creating specific booking categories with preset durations and required billing products.
  • Dynamic Resource Allocation: Register and organize all critical company assets—including staff providers, treatment rooms, and specialized services—under a single management pane.
  • Automated Service Linking: Directly tie default inventory or retail products to individual appointment profiles to ensure seamless billing accuracy upon check-out.
  • Centralized Workflows: Manage, update, and review all operational assets and service settings from a single, unified configuration dashboard.
  • Live Calendar Synchronization: Instantly populate newly created services and bookable resources directly onto your interactive visual scheduling grid.