Rooms & Services

Rooms and Services are clinic configuration entities that power scheduling, appointments, and billing.

Rooms

Rooms represent the physical treatment spaces in your clinic. They are used when scheduling appointments to track room usage and provide color-coded organization in the calendar.

Navigate to Rooms in the sidebar to manage your clinic’s rooms.

The Room List

The Rooms page displays a table of all rooms with:

Room name
Description
Color swatch (used for calendar display)
Active / Inactive status
Edit and Delete actions

Creating a Room

Click New Room
Fill in the room details:

Field	Required	Description
Name	Yes	The room’s identifier (e.g., “Treatment Room 1”, “Consultation Suite”)
Description	No	Additional details about the room
Color	Yes	A hex color used to represent this room in the schedule calendar
Active	Yes	Whether the room is currently in use (defaults to Active)

Click Save

Deactivating a Room

Set a room to Inactive to remove it from the appointment scheduling flow without deleting its history. Inactive rooms are hidden from room selection when booking but remain visible in the list with an Inactive badge, and all historical appointment data is preserved.

Room Colors in the Calendar

Each room’s color appears in the Schedule calendar for at-a-glance resource tracking. Choose colors distinct from each other and from service color indicators.

Services

A Service is the primary bookable unit in Zdrovia. Services represent the individual steps within a Treatment — each with its own price, duration, documentation templates, and prerequisite rules.

Every service belongs to exactly one treatment. This structure allows a single clinical protocol (e.g., “Lip Filler Program”) to contain multiple distinct steps (e.g., “Skin Assessment”, “Filler Session”, “Two-Week Review”) that can each be configured, priced, and documented independently.

Navigate to Services in the sidebar to manage your clinic’s service catalog.

Creating a Service

Click New Service
Fill in the service details:

Field	Required	Description
Name	Yes	The service name (e.g., “Initial Consultation”, “Botox Session”)
Treatment	Yes	The treatment this service belongs to — all services must be grouped under a treatment
Description	No	Additional detail for staff reference
Category	No	Free-form label for grouping (e.g., “injectables”, “laser”, “waxing”)
Duration (minutes)	Yes	Default appointment length — used to block time on the calendar (defaults to 60)
Price	No	Standard charge — leave blank for “price on consultation”

Click Save, then configure templates, files, forms, and prerequisites in the service detail view.

Default Chart Template

Each service can have a default chart template — a pre-structured clinical note that opens automatically when the clinician starts documenting this service. This ensures consistent, structured documentation across all visits for a given service.

Set a template under the service’s Template settings
When the service is performed in a visit, the chart editor pre-loads this template
Services can override the treatment’s default template — the service-level template takes precedence

Pre & Post Instructions

Services support two instruction templates distinct from the chart template:

Type	When It’s Used
Pre-instructions	Sent or shown to patients before the appointment (preparation guidelines, fasting instructions)
Post-instructions	Provided after the appointment (aftercare, follow-up steps)

Instructions are chart templates marked with an instruction context. Attach them to a service in the service’s Instructions settings.

Default Files

Files can be attached to a service so they appear automatically whenever this service is performed:

Scope	When It Appears
Service	In the visit when this service is booked — reference materials, procedure guides

This is distinct from treatment-level and visit-level default files. Service files are scoped specifically to visits where this service was performed.

Default Forms

Forms can be assigned to a service and will appear in the visit automatically when that service is booked:

Service forms are shown in the Visit tab alongside visit-level forms
Useful for procedure-specific consent or documentation (e.g., a filler consent form that only appears when a filler service is booked)
Managed under the service’s Forms settings

Prerequisites

A service can require another service to be completed first before it can be booked. This enforces clinical workflows where order matters.

Example: A clinic requires a “Skin Assessment” to be completed before allowing a “Filler Session” to be booked for the same patient.

To set a prerequisite:

Open the service’s settings
In the Prerequisite field, select the service that must be completed first
Save — Zdrovia will enforce this ordering in the scheduling flow

How prerequisites work:

Circular prerequisites are automatically prevented (A → B → A is blocked)
When a prerequisite is deleted or deactivated, the requirement is removed (not cascaded)
Prerequisites are resolved recursively — if A requires B and B requires C, all three steps are surfaced to the scheduler

Deactivating vs Deleting a Service

Services that have been used in visits or invoices cannot be hard deleted — this protects the integrity of historical records and invoicing data. Instead, deactivate the service:

Set Active to false on the service
Deactivated services are hidden from scheduling and new bookings
All historical visit and invoice data referencing the service is preserved
The price recorded at the time of each visit (price at booking) is stored independently, so past invoices are unaffected by price changes

Services and Scheduling

When booking an appointment in the Schedule calendar:

Select the treatment
Select the service within that treatment
The appointment duration is auto-populated from the service’s default duration
If a prerequisite hasn’t been met, a warning is shown

Services and Invoices

Services appear as line items when generating invoices. The price recorded is the price at the time of the visit — not the current service price — ensuring invoice accuracy even after price changes.

Services Grouped by Treatment

In the public booking flow and service catalog, services are presented grouped by their parent treatment. This gives patients a clear picture of the steps in their care pathway and their associated costs.

Rooms and Services Together

In practice, rooms and services work together when scheduling:

Schedule New Appointment
    ├── Select Patient
    ├── Select Treatment → filters available services
    ├── Select Service → sets duration, triggers prerequisite check
    ├── Select Room → determines location
    ├── Select Staff → assigns provider
    └── Confirm → appointment created in calendar

Tips

Service vs Treatment default templates: A service’s chart template overrides the treatment’s default. Set the treatment template as a fallback for services that don’t need custom documentation.
Prerequisites: Use these for multi-step procedures where clinical safety requires a specific order. They’re especially useful for injection or laser treatments that require a prior assessment.
Price on consultation: Leave the price blank for services where pricing depends on the consultation outcome. These still appear in the catalog but won’t pre-populate invoice amounts.
Deactivate, don’t delete: Always deactivate retired services rather than deleting them to preserve invoice and visit history.
Accurate durations: The calendar blocks time based on service duration — underestimating leads to double-booking.