Managing Scheduling Tables

After enabling Scheduling, you can control which tables participate in your scheduling setup, as bookable resources or related tables directly from Table Settings. This is useful when you need to add or remove a table from your scheduling configuration after the initial setup wizard has run.

To access these settings, open any Data Table or User Role table in the Builder and select Table Settings.

Two scheduling-specific options are available:

Include records from this table as Bookable Resources
When enabled, records from this table are available for end-users to book appointments with through Booking Form Elements. Enable this for any table whose records represent people, rooms, or equipment that can be scheduled — for example, a Doctors or Technicians table.

Include records from this table as a Related Table
When enabled, appointments booked through Booking Form Elements can be associated with records from this table. Enable this for tables that hold the work items or records you want linked to appointments — for example, a Medical Records or Treatment Plans table. Once enabled, you can use Record Actions on the Add Appointment form to automatically create or update the related record when a booking is made.

Note: These settings apply to both User Role tables and standard data tables. If you need to add a new resource table or related table after your initial setup, you do not need to re-run the setup wizard — simply enable the appropriate checkbox here.