# Create an activity

> Learn how to create an activity in your calendar.

Source: https://support.caspen.com/calendar/activities/create-an-activity
Documentation index: https://support.caspen.com/llms.txt

## Overview

Activities are non-face-to-face and do not send client notifications or appear in online bookings.

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## How to create an activity

1. Open the **Calendar** and set the **location** (clinic/practice) and **practitioner**.

<figure><img src="https://support.caspen.com/files/yd4tC57MOa3qjDgjW3gr.webp" alt=""><figcaption></figcaption></figure>

2. Click a time slot, then choose **Activity**.

<figure><img src="https://support.caspen.com/files/UiV13eivMCHYDopddLu0.webp" alt="" width="563"><figcaption></figcaption></figure>

3. Enter the activity details (see the **Field reference** table below)_:_
    1. **Client:** Select an existing client or click **Create client**.
    2. **Activity:** Select an activity or click **Create activity**.
    3. **Date and time:** Confirm the start and end.
    4. **More options** **(optional)**: Room, Vehicle, Resources, Note, or Repeat.


> **Info:**
>
> When you click a time slot, the start time is prefilled. After you select an activity, the end time is automatically calculated from the activity duration.


<figure><img src="https://support.caspen.com/files/mqNGYltZT65uzrp6lYkB.webp" alt="" width="563"><figcaption></figcaption></figure>

4. Click **Create activity**.

<figure><img src="https://support.caspen.com/files/6GcVqAbcWXdXpnDEmtml.webp" alt="" width="563"><figcaption></figcaption></figure>

### Fields reference

| Field        | Description                                                                                                                                                                                                                                                                                                                              |
| ------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Location     | <p>Where the activity will occur.<br><em>Prefilled from the selected calendar location.</em></p>                                                                                                                                                                                                                                         |
| Practitioner | <p>Who is responsible.<br><em>Prefilled from the practitioner you have selected in the calendar.</em></p>                                                                                                                                                                                                                                |
| Client       | The person this activity is for.                                                                                                                                                                                                                                                                                                         |
| Activity     | The activity type.                                                                                                                                                                                                                                                                                                                       |
| Date         | Day of the activity.                                                                                                                                                                                                                                                                                                                     |
| Time         | <p>Start is prefilled from the slot you click. </p><p>Set End time as needed (you can change either before saving).</p>                                                                                                                                                                                                           |
| Repeat       | <p>Create a repeating series:</p><ul><li>Repeat on days — choose one or more weekdays.</li><li>Repeat every — Week, 2 Weeks, 3 Weeks, or 4 Weeks.<br>This sets the interval between repeats, not the duration. For example, 2 Weeks repeats on the selected days every second week.</li><li>Room — reserve a room if required.</li></ul> |
| Vehicle      | Reserve a vehicle if required.                                                                                                                                                                                                                                                                                                           |
| Resources    | Reserve equipment or items.                                                                                                                                                                                                                                                                                                              |
| Note         | Internal notes for staff.                                                                                                                                                                                                                                                                                                                |

---

## Create repeat activity

1. Open **Calendar** and set the **location** (clinic/practice) and **practitioner**.
2. Click a time slot, then choose **Activity**.
3. Enter the **Client**, **Activity**, and **Date and time**.
4. Open **More options** and turn **Repeat On**.

<figure><img src="https://support.caspen.com/files/Z9tNC7ssNfIfF82TAjTE.webp" alt=""><figcaption></figcaption></figure>

5. Enter the repeat details:
    1. **Repeat on days:** pick the weekdays you want.
    2. **Repeat every:** choose **Week**, **2 Weeks**, **3 Weeks**, or **4 Weeks**. This sets the interval between repeats (not the duration); for example, **2 Weeks** repeats on the selected days every second week.
    3. **End after:** enter the number of occurrences. A helper note shows the total that will be created.

<figure><img src="https://support.caspen.com/files/Hi7JCT1qN0l7d0U4bqMQ.webp" alt=""><figcaption></figcaption></figure>

6. Review details, then click **Create activity**.

**Notes**

- The helper note under **End after** shows how many activities will be added.
- Each activity in the series appears in your calendar. Edit or cancel any one as needed.

---

**Add room, vehicle, resources, or notes**

- Open **More options** and select **Room**, **Vehicle**, or **Resources** to reserve what you need.
- Use **Note** for context such as preparation steps or access instructions.

---

## After you create an activity

<figure><img src="https://support.caspen.com/files/ydqts4PrTPFJ71LDPNr9.webp" alt="Example: Activity information panel."><figcaption><p>Example: Activity information panel.</p></figcaption></figure>

From the activity information panel you can:

- Invoice the activity
- Add a progress note
- [Edit an activity](https://support.caspen.com/calendar/activities/edit-an-activity)
- [Reschedule an activity](https://support.caspen.com/calendar/activities/reschedule-an-activity)
- [Archive an activity](https://support.caspen.com/calendar/activities/archive-an-activity)
- **Add internal comments:** Staff-only notes for this activity. Autosaves as you type and does not appear on the client record or other appointments.

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