Create an activity

Learn how to create an activity in your calendar.

Overview

Activities are non face to face and do not send client notifications or appear in online bookings. Learn more in the Activities overview.

How to create an activity

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

1. Click a time slot, then choose Activity.

1. 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.

Note: 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.

1. Click Create activity.

Fields reference

Field	Description
Location	Where the activity will occur. Prefilled from the selected calendar location.
Practitioner	Who is responsible. Prefilled from the practitioner you’ve selected in the calendar.
Client	The person this activity is for.
Activity	The activity type.
Date	Day of the activity.
Time	Start is prefilled from the slot you click. Set End time as needed (you can change either before saving).
Repeat	Create a repeating series: Repeat on days — choose one or more weekdays. Repeat every — 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. Room — reserve a room if required.
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.

1. 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.

1. 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

Example: Activity information panel.

From the activity information panel you can:

• Invoice the activity

• Add a progress note

• Edit an activity

• Reschedule an activity

• 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.