---
title: How to configure Room for Room/Surgery Bookings
description: In Helix, the Room Booking feature allows you to schedule procedures, therapies, or surgeries in specific rooms within your clinic or hospital. Before you can book a room, you need to set up the rooms and their types in the system.
---
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August 8, 2025
# How to configure Room for Room/Surgery Bookings
## In Helix, the Room Booking feature allows you to schedule procedures, therapies, or surgeries in specific rooms within your clinic or hospital. Before you can book a room, you need to set up the rooms and their types in the system.
### 🧠Overview
Room configuration involves:
1. Creating rooms with their basic details (name, type, department, etc.).
2. (Optionally) Creating **Room Types** to categorize rooms (e.g., Single Bed, Operating Theatre).
3. Assigning rooms to doctors or departments if needed.
4. Using these rooms for procedures, surgeries, or other bookings.
Once configured, rooms appear in the **Room Booking Calendar** for easy scheduling.
### 📝 Navigation Guide
#### **Step 1: Create a Room**
📍 Path: **Control Panel → Structure → Rooms**
1. Click **+ Add Room** (top right).
2. Fill in the form:
- **Name** (Required) — e.g., “Operating Room 1”
- **Room Number** (Optional)
- **Room Type** (Optional) — choose from your predefined list (Refer to step 2)
1. - **Department** (Required) — e.g., Surgery, Radiology, Dermatology, Pharmacy
- **Doctor(s)** (Optional) — link doctors to this room
- **Type** — choose functional type: Waiting Area, Clinic, Investigation, Surgery, Inventory Store, or Inventory Main Store
- **Occupancy** (Required) — e.g., number of patients it can occupy at once
2. Click **Submit**.
3. For rooms to **appear** in Room Booking window, ensure the **type** is selected as **procedure**.
4. Repeat for each additional room.
#### **Step 2: (Optional) Create Room Types**
📍 Path: **Control Panel → Structure → Types**
1. Click **+ Add Room Type**.
2. Enter:
- **Type Name** — e.g., “Single Bed,” “Procedure Room”
- **Description** (Required)
- **Rate** (Required) — pricing for room use
3. Click **Submit**.
4. Your new type will now be available in the **Room Type** dropdown when creating rooms.
#### **Step 3: Edit or Delete a Room**
- Go to **Control Panel → Structure → Rooms**.
- Find the room in the list.
- Click the **â‹® three-dot menu**:
- **Edit** — Update details or assign a new room type.
- **Delete** — Permanently remove the room (requires confirmation).
#### **Step 4: Where Rooms Are Used in Helix**
Configured rooms are available in:
- **Room Bookings** (for therapies, investigations, or procedures) if type as procedure selected.
- **Surgery Booking** (operating theatres, procedure rooms): if type as surgery selected.
- **Inventory Management** (Main Stores and Sub-Stores): only type selected as 'inventory main store' appear while adding opening stock.
#### **Step 5: View the Room Booking Calendar**
📍 Path: **Bookings → Room Booking**
The Room Booking Calendar works similarly to the Appointment Calendar, but:
- **Columns** = Rooms
- **Rows** = Hours of the day
- You can:
- Filter by **Date**
- Filter by **Doctor**
- Switch between **Day** and **Week View**
- Scroll if there are more rooms than the screen can display
### âť—Common Errors & Fixes
| **Issue** | **Cause** | **Resolution** |
| --- | --- | --- |
| Room not appearing in Room Booking Calendar | Not assigned to department or missing in configuration | Edit room details and ensure department is set |
| Cannot choose Room Type | Room types not created | Create types in Control Panel → Structure → Room Types |
| Room double-booked | Multiple booking allowed in settings | Adjust booking permissions in system settings |
### âś… Pro Tips
- Create **Room Types** if you have different pricing or usage rules.
- Assign rooms to doctors for specialty-based bookings.
- Use clear names for rooms so staff can quickly identify them in the calendar.
- After adding or editing rooms, **log out and back in** to see the changes.
Â
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