Managing Rooms
Create, edit, and delete rooms in your dental practice to organize equipment locations and streamline maintenance tracking.
Set up your practice rooms
Rooms are the physical locations in your practice where equipment is installed. Every piece of equipment must be assigned to a room, so setting up rooms is typically one of the first things you do in ChairPulse.
Navigate to Rooms & Locations from the Settings section in the sidebar.
Creating a room
You can create rooms in two ways: individually through the Add Room dialog, or in bulk using the Quick Setup Wizard.
Add a single room
Open the Add Room dialog
Select the Add Room button in the top-right corner of the Rooms & Locations page. This opens the Add New Room dialog.
Fill in the room details
Complete the following fields:
| Field | Required | Description |
|---|---|---|
| Room Name | Yes | A descriptive name for the room (e.g., "Operatory 1", "Main Sterilization Room"). |
| Room Type | No | Select from the 9 available room types. Defaults to "Operatory". |
| Floor | No | The floor or level where the room is located (e.g., "1st Floor", "Ground Floor", "Suite 200"). |
| Description | No | A brief description of the room (e.g., "Primary treatment room with A-Dec 500 setup"). |
Save the room
Select Create Room to save. A success notification confirms "Room created successfully." The new room appears immediately in the room grid.
Bulk room creation with Quick Setup
If you are setting up your practice for the first time, the Quick Office Setup wizard offers a faster approach. It lets you create multiple rooms at once using common dental practice presets with adjustable quantities.
Use the Quick Setup Wizard when you first start with ChairPulse to create all your rooms at once. You can fine-tune names and details afterward by editing individual rooms.
Editing a room
Find the room to edit
On the Rooms & Locations page, hover over the room card you want to modify. Two action buttons appear in the top-right corner of the card.
Open the edit dialog
Select the pencil icon button. This opens the Edit Room dialog pre-filled with the room's current details.
Update the room details
Modify any of the following fields:
- Room Name -- Change the display name.
- Room Type -- Change the room type (this updates the room's icon and color on the card).
- Floor -- Add, change, or remove the floor designation.
- Description -- Add, change, or remove the description.
Save changes
Select Update Room to save your changes. A success notification confirms "Room updated successfully."
Deleting a room
Find the room to delete
On the Rooms & Locations page, hover over the room card you want to remove.
Delete the room
Select the trash icon button. The room is immediately deleted.
A success notification confirms "Room deleted successfully."
Room deletion is immediate and permanent. There is no confirmation dialog. Before deleting a room:
- Check if any equipment is assigned to it by expanding the equipment list on the room card.
- Reassign any equipment to another room first by editing the equipment record.
- Equipment assigned to a deleted room will lose its room assignment but will not be deleted.
Room naming conventions
While you can name rooms however you like, here are common patterns used in dental practices:
Use sequential numbering for treatment rooms:
- Operatory 1, Operatory 2, Operatory 3
- Op 1, Op 2, Op 3
- Treatment Room A, Treatment Room B
Use descriptive names for non-treatment spaces:
- Main Sterilization, Sterilization Room
- Panoramic X-Ray Room, CBCT Room
- Front Desk, Reception Area
- Lab, Dental Lab
- Supply Closet, Main Storage
Include floor or suite information:
- 2nd Floor - Operatory 1
- Suite 200 - Sterilization
- Or use the Floor field to separate the floor from the room name.
How rooms connect to equipment
Rooms serve several important functions in ChairPulse:
- Equipment assignment -- Every piece of equipment is assigned to a room during equipment setup or through the equipment edit dialog. The Room / Location field is required.
- Equipment filtering -- On the Equipment list, you can filter equipment by room to see what is installed in a specific location.
- Equipment duplication -- When copying equipment, you select a different room for the new unit to distinguish it from the source.
- Maintenance context -- Room assignments help maintenance staff locate equipment quickly when performing scheduled tasks.
Related pages
- Rooms & Locations Overview -- The main rooms management page
- Room Types -- Reference for all 9 room types and their uses
- Equipment Overview -- Filtering equipment by room
- Adding Equipment -- Assigning equipment to rooms
Last updated Mar 13, 2026
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