Activities
Learn how to create and manage activities in your calendar.
Before you begin: services vs activities
Appointments (services): Client facing bookings (in-person or telehealth). They appear on the calendar, can send client notifications, and may show in online bookings.
Activities: For non-face-to-face work like report writing or billable communications. They do not send client notifications and are not shown in online bookings.
Create an activity - Add an activity in your calendar.
Edit an activity - Update the activity’s details like date or time, duration, or activity type.
Reschedule an activity - Move the activity to a new date or time.
Archive an activity - Remove an existing activity from the calendar.
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