> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen.md).

# Using Caspen

- [Dashboard](https://support.caspen.com/using-caspen/dashboard.md): Your home base for team updates, tasks, progress notes, and key financial insights.
- [Team noticeboard](https://support.caspen.com/using-caspen/dashboard/team-noticeboard.md): Keep your team connected and up-to-date with announcements, updates, and shared notes all in one place.
- [Tasks overview](https://support.caspen.com/using-caspen/dashboard/tasks-overview.md): See today’s tasks, overdue items, and quick actions from your Dashboard.
- [Manage incomplete progress notes](https://support.caspen.com/using-caspen/dashboard/manage-incomplete-progress-notes.md): Easily find and complete unfinished client notes from your Dashboard.
- [Income overview](https://support.caspen.com/using-caspen/dashboard/income-overview.md): See a snapshot of your practice’s recent financial activity including invoices issued and payments received, displayed by month.
- [Calendar](https://support.caspen.com/using-caspen/calendar.md): Learn how to manage your schedule in the calendar from start to finish.
- [Appointments](https://support.caspen.com/using-caspen/calendar/appointments.md): Learn how to create and manage appointments in your calendar.
- [Create an appointment](https://support.caspen.com/using-caspen/calendar/appointments/create-an-appointment.md): Learn how to create an appointment in your calendar.
- [Create a repeat appointment](https://support.caspen.com/using-caspen/calendar/appointments/create-a-repeat-appointment.md): Learn how to create recurring appointments from the calendar.
- [Edit an appointment](https://support.caspen.com/using-caspen/calendar/appointments/edit-an-appointment.md): Learn how to edit an existing appointment in your calendar.
- [Reschedule an appointment](https://support.caspen.com/using-caspen/calendar/appointments/reschedule-an-appointment.md): Learn how to move an existing appointment to a new time or day.
- [Mark an appointment as missed](https://support.caspen.com/using-caspen/calendar/appointments/mark-an-appointment-as-missed.md): Learn how to mark a missed appointment when a client is a no-show.
- [Cancel an appointment](https://support.caspen.com/using-caspen/calendar/appointments/cancel-an-appointment.md): Learn how to cancel an appointment in your calendar.
- [Update an appointment status](https://support.caspen.com/using-caspen/calendar/appointments/update-an-appointment-status.md): Set an appointment to arrived, missed, or canceled from the calendar.
- [Client confirmations](https://support.caspen.com/using-caspen/calendar/appointments/client-confirmations.md): Learn how to view and manage client confirmations.
- [Activities](https://support.caspen.com/using-caspen/calendar/activities.md): Learn how to create and manage activities in your calendar.
- [Create an activity](https://support.caspen.com/using-caspen/calendar/activities/create-an-activity.md): Learn how to create an activity in your calendar.
- [Edit an activity](https://support.caspen.com/using-caspen/calendar/activities/edit-an-activity.md): Learn how to edit an existing activity in your calendar.
- [Reschedule an activity](https://support.caspen.com/using-caspen/calendar/activities/reschedule-an-activity.md): Learn how to move an existing activity to a new time or day.
- [Archive an activity](https://support.caspen.com/using-caspen/calendar/activities/archive-an-activity.md): Learn how to archive an existing activity in your calendar.
- [Busy times](https://support.caspen.com/using-caspen/calendar/busy-times.md): Add a busy time to block out time and prevent bookings during lunch, personal time, meetings, or admin work.
- [Add a busy time](https://support.caspen.com/using-caspen/calendar/busy-times/add-a-busy-time.md): Learn how to add a busy time in your calendar to block out time for lunch, meetings, and other unavailable time.
- [Edit a busy time](https://support.caspen.com/using-caspen/calendar/busy-times/edit-a-busy-time.md): Update the time, details, or busy time type for an existing busy time event in your calendar.
- [Archive a busy time](https://support.caspen.com/using-caspen/calendar/busy-times/archive-a-busy-time.md): No longer need a busy time block? Archive it to remove it from your calendar.
- [Waitlist](https://support.caspen.com/using-caspen/calendar/waitlist.md): Learn how to manage your waitlist from your calendar.
- [Manage your calendar display settings](https://support.caspen.com/using-caspen/calendar/manage-your-calendar-display-settings.md): Adjust calendar hours, switch views, and blur client details.
- [Schedule](https://support.caspen.com/using-caspen/schedule.md): See all your appointments and activities in a clean, organized list.
- [Clients](https://support.caspen.com/using-caspen/clients.md): Create client profiles, manage details, store files, add alerts and more.
- [Add a client](https://support.caspen.com/using-caspen/clients/add-a-client.md): This guide shows how to add clients by creating profiles that store their information in one place.
- [View a client](https://support.caspen.com/using-caspen/clients/view-a-client.md): How to view a client’s profile and take action from one place.
- [Edit a client](https://support.caspen.com/using-caspen/clients/edit-a-client.md): Learn how to edit or update client details.
- [Archive a client](https://support.caspen.com/using-caspen/clients/archive-a-client.md): Archive a client to remove them from your active client list.
- [Add notes to a client profile](https://support.caspen.com/using-caspen/clients/add-notes-to-a-client-profile.md): Add notes to client profiles so your team can track key details.
- [Add a client alert](https://support.caspen.com/using-caspen/clients/add-a-client-alert.md): Make key information visible to your team at a glance.
- [Record allergies, intolerances & medications](https://support.caspen.com/using-caspen/clients/record-allergies-intolerances-and-medications.md): Add allergies, intolerances and medications to a client profile.
- [Merge client profiles](https://support.caspen.com/using-caspen/clients/merge-client-profiles.md): Learn how to merge two client profiles into a single record to remove duplicates.
- [Client files](https://support.caspen.com/using-caspen/clients/client-files.md): Upload, view and manage files on client profiles.
- [Upload files for a client](https://support.caspen.com/using-caspen/clients/client-files/upload-files-for-a-client.md): Add documents and images to a client profile.
- [View client files](https://support.caspen.com/using-caspen/clients/client-files/view-client-files.md): Preview, download, and print files on a client profile.
- [Manage client files](https://support.caspen.com/using-caspen/clients/client-files/manage-client-files.md): Create, move, rename, delete, and unshare files and folders.
- [Client field reference](https://support.caspen.com/using-caspen/clients/client-fields-reference.md): Complete list of client fields with descriptions.
- [Progress notes](https://support.caspen.com/using-caspen/progress-notes.md): Learn how to create, edit, and manage client progress notes in Caspen.
- [Add a progress note](https://support.caspen.com/using-caspen/progress-notes/add-a-progress-note.md): Learn how to create a progress note for a client.
- [Using the text editor for notes and templates](https://support.caspen.com/using-caspen/progress-notes/using-the-text-editor-for-notes-and-templates.md): Learn how to use Caspen’s rich text editor to format text, add tables and images, and more.
- [Using body chart templates in progress notes](https://support.caspen.com/using-caspen/progress-notes/using-body-chart-templates-in-progress-notes.md): Learn how to use body chart templates in your progress notes.
- [Billing](https://support.caspen.com/using-caspen/billing.md): Your complete guide to managing invoices and payments in Caspen.
- [Invoices](https://support.caspen.com/using-caspen/billing/invoices.md): Manage invoice creation, editing, and delivery in one place.
- [Create an invoice](https://support.caspen.com/using-caspen/billing/invoices/create-an-invoice.md): Learn how to create, edit, track, and send invoices in Caspen.
- [Add products to an invoice](https://support.caspen.com/using-caspen/billing/invoices/add-products-to-an-invoice.md): Boost revenue by offering clients products in person. Learn how to add products to an invoice.
- [Edit an invoice](https://support.caspen.com/using-caspen/billing/invoices/edit-an-invoice.md): Learn how to revert an invoice to Draft so you can make changes or corrections.
- [Delete an invoice](https://support.caspen.com/using-caspen/billing/invoices/delete-an-invoice.md): Learn how to permanently remove a draft invoice that is no longer needed.
- [Void an invoice](https://support.caspen.com/using-caspen/billing/invoices/void-an-invoice.md): Permanently cancel an issued invoice while keeping a record for audit and reporting.
- [Invoice for a canceled appointment](https://support.caspen.com/using-caspen/billing/invoices/invoice-for-a-canceled-appointment.md): Invoice a client for a canceled appointment based on your cancellation policy.
- [Invoice field reference guide](https://support.caspen.com/using-caspen/billing/invoices/invoice-field-reference-guide.md): Learn more about what each invoice field and status means in Caspen.
- [Payments](https://support.caspen.com/using-caspen/billing/payments.md): Record, apply, and manage client payments, credits, and refunds across invoices.
- [Pay an invoice](https://support.caspen.com/using-caspen/billing/payments/pay-an-invoice.md): Learn how to record, apply, and process invoice payments in Caspen.
- [Add a standalone payment](https://support.caspen.com/using-caspen/billing/payments/add-a-standalone-payment.md): Learn how to record a payment that is not tied to an invoice.
- [Apply an existing payment to an invoice](https://support.caspen.com/using-caspen/billing/payments/apply-an-existing-payment-to-an-invoice.md): Learn how to use an existing unallocated payment to pay a client’s invoice.
- [Refund a payment](https://support.caspen.com/using-caspen/billing/payments/refund-a-payment.md): Learn how to process refunds in Caspen.
- [Void a payment](https://support.caspen.com/using-caspen/billing/payments/void-a-payment.md): Learn how to cancel a standalone payment or a payment attached to an invoice.
- [Add a credit note](https://support.caspen.com/using-caspen/billing/payments/add-a-credit-note.md): Learn how to issue a credit note to adjust or reduce an invoice amount in Caspen.
- [Add a new payment method](https://support.caspen.com/using-caspen/billing/payments/add-a-new-payment-method.md): Learn how to set up payment methods to allocate payments such as cash, cheque, credit card and more.
- [Unallocated payments explained](https://support.caspen.com/using-caspen/billing/payments/unallocated-payments-explained.md): A guide to how unallocated payments are created and managed in Caspen.
- [Catalog](https://support.caspen.com/using-caspen/catalog.md): Set up services and activities, create packages, and manage products and stock.
- [Services](https://support.caspen.com/using-caspen/catalog/services.md): Set up and manage services for client appointments.
- [Service categories](https://support.caspen.com/using-caspen/catalog/services/service-categories.md): Learn how to add categories for services in Caspen.
- [Add a service](https://support.caspen.com/using-caspen/catalog/services/add-a-service.md): Learn how to add your services in Caspen.
- [Edit a service](https://support.caspen.com/using-caspen/catalog/services/edit-a-service.md): Learn how to update an existing service in Caspen.
- [Archive a service](https://support.caspen.com/using-caspen/catalog/services/archive-a-service.md): Learn how to remove a service from active use.
- [Add buffer times to services](https://support.caspen.com/using-caspen/catalog/services/add-buffer-times-to-services.md): Learn how to add buffer time to individual services and appointments.
- [Activities](https://support.caspen.com/using-caspen/catalog/activities.md): Set up and manage activities for work done away from the client.
- [Activity categories](https://support.caspen.com/using-caspen/catalog/activities/activity-categories.md): Learn how to add categories for activities in Caspen.
- [Add an activity](https://support.caspen.com/using-caspen/catalog/activities/add-an-activity.md): Learn how to add activities to your catalog in Caspen.
- [Edit an activity](https://support.caspen.com/using-caspen/catalog/activities/edit-an-activity.md): Learn how to update an existing activity in Caspen.
- [Archive an activity](https://support.caspen.com/using-caspen/catalog/activities/archive-an-activity.md): Remove an activity from the list and future use.
- [Packages](https://support.caspen.com/using-caspen/catalog/packages.md): Set up and manage packages (prepaid credits for services).
- [Add a package](https://support.caspen.com/using-caspen/catalog/packages/add-a-package.md): Learn how to create a package by bundling your services into a set of credits sold for a single price.
- [Assign a package to a client](https://support.caspen.com/using-caspen/catalog/packages/assign-a-package-to-a-client.md): Learn how to add an existing package to a client so credits can be used when you book an appointment.
- [Edit a package](https://support.caspen.com/using-caspen/catalog/packages/edit-a-package.md): Learn how to edit a package you offer in your catalog.
- [Archive a package](https://support.caspen.com/using-caspen/catalog/packages/archive-a-package.md): Learn how to remove a package from your catalog so it cannot be sold or assigned again.
- [Contacts](https://support.caspen.com/using-caspen/contacts.md): Learn how to add and manage contacts for your clinic.
- [Add a contact](https://support.caspen.com/using-caspen/contacts/add-a-contact.md): Learn how to add new contacts to send invoices, letters and assign cases.
- [View a contact](https://support.caspen.com/using-caspen/contacts/view-a-contact.md): Learn how to view contacts in Caspen.
- [Edit a contact](https://support.caspen.com/using-caspen/contacts/edit-a-contact.md): Learn how to edit or update a contact's details in Caspen.
- [Archive a contact](https://support.caspen.com/using-caspen/contacts/archive-a-contact.md): Learn how to archive and restore a contact in Caspen.
- [Tasks](https://support.caspen.com/using-caspen/tasks.md): Learn how to create, schedule, prioritize, and complete tasks to stay organized.
- [Online booking](https://support.caspen.com/using-caspen/online-booking.md): Everything you need to set up and manage your clinic’s online bookings.
- [Set up online bookings](https://support.caspen.com/using-caspen/online-booking/set-up-online-bookings.md): Learn how to set up and customize your online booking page in Caspen.
- [Add appointment terms to online bookings](https://support.caspen.com/using-caspen/online-booking/add-appointment-terms-to-online-bookings.md): Learn how to display your appointment terms and conditions for clients to review before booking.
- [Set appointment lead time for online bookings](https://support.caspen.com/using-caspen/online-booking/set-appointment-lead-time-for-online-bookings.md): Control how much notice you need before an appointment and how far in advance clients can book online.
- [Take a deposit or full payment for online bookings](https://support.caspen.com/using-caspen/online-booking/take-a-deposit-or-full-payment-for-online-bookings.md): Collect full payment or a deposits when clients book an appointment online.
- [Add a cancellation policy to online bookings](https://support.caspen.com/using-caspen/online-booking/add-a-cancellation-policy-to-online-bookings.md): Learn how to add and display your cancellation policy on the online booking page.
- [Add a message to the time selection page in online bookings](https://support.caspen.com/using-caspen/online-booking/add-a-message-to-the-time-selection-page-in-online-bookings.md): Show a notice about the date/time picker during online booking.
- [Show an important notice on every online booking page](https://support.caspen.com/using-caspen/online-booking/show-an-important-notice-on-every-online-booking-page.md): Add a message that appears across all online booking pages.
- [Set up Google Tag Manager tracking for online bookings](https://support.caspen.com/using-caspen/online-booking/set-up-google-tag-manager-tracking-for-online-bookings.md): This guide shows how to install Google Tag Manager on your Caspen booking flow.
- [Client portal](https://support.caspen.com/using-caspen/client-portal.md): Learn to customize and manage your professional, branded client portal.
- [Setting up your client portal](https://support.caspen.com/using-caspen/client-portal/setting-up-your-client-portal.md): Learn how to customize your client portal, adjust display settings, and share it with clients.
- [Invite clients to the client portal](https://support.caspen.com/using-caspen/client-portal/invite-clients-to-the-client-portal.md): Learn how clients can access their secure online portal to view appointments, invoices and more.
- [Inventory & products](https://support.caspen.com/using-caspen/inventory-and-products.md): Keep products organized, tracked, and ready to sell. Learn how to set up your catalog, track stock, and manage in-store sales.
- [Add a product](https://support.caspen.com/using-caspen/inventory-and-products/add-a-product.md): Streamline product sales and keep your inventory organized by creating a product list. Learn how to add products so you always have the right items available for your clients.
- [Edit a product](https://support.caspen.com/using-caspen/inventory-and-products/edit-a-product.md): Keep your inventory accurate and up to date by regularly updating products. Learn how to manage your product inventory effectively.
- [Archive a product](https://support.caspen.com/using-caspen/inventory-and-products/archive-a-product.md): Keep your catalog tidy by archiving items you no longer sell.
- [Stock management](https://support.caspen.com/using-caspen/inventory-and-products/stock-management.md): Keep stock accurate and easy to audit with tracked updates and clear history. Learn how automatic stock tracking works and when to make manual adjustments.
- [Letters](https://support.caspen.com/using-caspen/letters.md): Learn how to create letters from templates and send them to clients or contacts.
- [Create and send a letter](https://support.caspen.com/using-caspen/letters/create-and-send-a-letter.md): Create letters for clients using templates and send them to clients or contacts.
- [Forms](https://support.caspen.com/using-caspen/forms.md): Learn how to send and share digital forms with clients and guests.
- [Send a client form](https://support.caspen.com/using-caspen/forms/send-a-client-form.md): Send forms via email for clients and contacts to complete online.
- [Share an intake form](https://support.caspen.com/using-caspen/forms/share-an-intake-form.md): Collect new referrals and client details using a public form that can be shared via link, QR code, or embedded on your website.
- [Settings](https://support.caspen.com/using-caspen/settings.md): Learn how to set up and manage your workspace settings in Caspen.
- [Account settings](https://support.caspen.com/using-caspen/settings/account-settings.md): Manage Subscriptions in Caspen
- [Billing](https://support.caspen.com/using-caspen/settings/billing.md): Adjust general setting covering invoices, payments and taxes in Caspen.
- [Set up invoice preferences](https://support.caspen.com/using-caspen/settings/billing/set-up-invoice-preferences.md): Learn how to set your default invoice settings in Caspen.
- [Set up and manage tax settings](https://support.caspen.com/using-caspen/settings/billing/set-up-and-manage-tax-settings.md): Learn how to set up and edit Tax rates in Caspen, including how to configure your system-wide tax settings and apply specific tax rates to services, activities, classes and products.
- [SMS character limits and credit usage guide](https://support.caspen.com/using-caspen/settings/billing/sms-character-limits-and-credit-usage-guide.md): Learn how message length and special characters affect SMS segments and credit usage in Caspen.
- [Templates](https://support.caspen.com/using-caspen/settings/templates.md): Learn how to create and manage reusable templates for forms, letters, emails, body charts, and appointment notifications.
- [Set up form templates](https://support.caspen.com/using-caspen/settings/templates/set-up-form-templates.md): Create professional forms for new clients, existing clients, and other practice workflows.
- [Manage form template categories](https://support.caspen.com/using-caspen/settings/templates/manage-form-template-categories.md): Organize your form templates with categories so you can find and manage them faster.
- [Set up letter templates](https://support.caspen.com/using-caspen/settings/templates/set-up-letter-templates.md): Design letter templates to create reusable, formatted letters for referrals, reports, recommendations, and other professional communication.
- [Set up email templates](https://support.caspen.com/using-caspen/settings/templates/set-up-email-templates.md): Create and manage email templates for invoices, forms, and letters so your team can send consistent, professional communication quickly.
- [Set up invoice templates](https://support.caspen.com/using-caspen/settings/templates/set-up-invoice-templates.md): Create and manage invoice templates that fit your business needs. From simple branding updates to detailed layouts for specific clients or funding types.
- [Set up progress note templates](https://support.caspen.com/using-caspen/settings/templates/set-up-progress-note-templates.md): Learn how to create progress note templates for every practitioner in your business.
- [Set up body chart templates](https://support.caspen.com/using-caspen/settings/templates/set-up-body-chart-templates.md): Learn how to create and manage body chart templates for your workspace.
- [Set up your session templates](https://support.caspen.com/using-caspen/settings/templates/set-up-your-session-templates.md): Create reusable templates that Caspen AI uses to generate clinical notes, letters, and documents.
- [Staff](https://support.caspen.com/using-caspen/settings/staff.md): Add and manage your team members in Caspen.
- [Add your team members](https://support.caspen.com/using-caspen/settings/staff/add-your-team-members.md): Once your workspace is set up, you can invite your staff.
- [Create user groups](https://support.caspen.com/using-caspen/settings/staff/create-user-groups.md): Learn how to organize and group users in Caspen.
- [Manage user roles and permissions](https://support.caspen.com/using-caspen/settings/staff/manage-user-roles-and-permissions.md): Control what each team member can access in Caspen.
- [Scheduling](https://support.caspen.com/using-caspen/settings/appointments.md): Set up appointment and class automated notifications and cancellation reasons.
- [Set up email and SMS appointment notification sets](https://support.caspen.com/using-caspen/settings/appointments/set-up-email-and-sms-appointment-notification-sets.md): Learn how to set up templates for appointment booking confirmations, reminders, reschedules, and cancellations.
- [Set up email and SMS class notification sets](https://support.caspen.com/using-caspen/settings/appointments/set-up-email-and-sms-class-notification-sets.md): Learn how to set up Email and SMS messages for class bookings, reminders, reschedules, moves, and cancellations.
- [Set up cancellation reasons](https://support.caspen.com/using-caspen/settings/appointments/set-up-cancellation-reasons.md): Learn how to add or update cancellation reasons. Used across appointments, classes, and group appointments to record why a booking was canceled.
- [Manage busy time types](https://support.caspen.com/using-caspen/settings/appointments/manage-busy-time-types.md): Add and manage busy time types for your calendar.
- [Customize your online branding](https://support.caspen.com/using-caspen/settings/customize-your-online-branding.md): Customize the look of your online booking, profile, and client portal pages.
- [Set up tags](https://support.caspen.com/using-caspen/settings/set-up-tags.md): Learn to tag like a pro! Create and manage tags to organize clients, services, products, and your waitlist.
- [Add custom client fields](https://support.caspen.com/using-caspen/settings/add-custom-client-fields.md): Create additional fields to record client details that are not included in Caspen’s standard fields.
- [Set up two-factor authentication](https://support.caspen.com/using-caspen/settings/set-up-two-factor-authentication.md): Protect your account with 2FA for an additional layer of security.