Equipment
To get to Equipment, navigate to Meevo > Data > Equipment, or type equipment into the Convobar.
In Meevo, equipment refers to the tools or devices required to perform a service, such as a nail tray, facial steamer, or a hot stone. You can create equipment in Meevo and define their quantity, and then configure service steps to require units of that equipment.
How do I require equipment for a service?
In the service definition, add the equipment in the service step. You can also require equipment for add-on services.
How does equipment impact appointment booking?
When you configure a service to require equipment, Meevo automatically selects that equipment during the booking of the service assuming it's available. If the equipment is not available, Meevo displays a warning explaining that you will be unable to book the appointment until equipment is made available.
Adding service equipment
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo.
- From the Equipment search form, select Add New.
- Enter the Display Name and an optional Description for the equipment.
- Quantity: Enter the quantity of equipment that is available.
- When finished, select Save.
Editing service equipment settings
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
- Locate the equipment and select it.
- Select Edit, and make your changes.
- When finished, select Save.
Assigning equipment to a service
Assign equipment to a service by selecting it in the service steps or in the service's add-on settings.
Inactivating or reactivating equipment
When you inactivate equipment:
- Appointments already booked with a service that uses this equipment, both past and future, remain unchanged in the Appointment Book.
- Existing service steps that are associated with this equipment do not change.
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items.
To inactivate or reactivate equipment:
- Locate the equipment and select it.
- Select Edit.
- Select the switch to toggle it to Active or Inactive.
- Select Save.
Deleting or undeleting equipment
When you delete equipment:
- Appointments already booked with a service that uses this equipment, both past and future, remain unchanged in the Appointment Book.
- Existing service steps that are associated with this equipment do not change.
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete equipment:
If deleting an equipment item that is required for a service, make sure to disassociate the equipment from that service. Otherwise, you will be unable to book that service if the equipment is unavailable (deleted).
- Locate the equipment and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.