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.