Activities

Set up and manage activities for work done away from the client.

Use activities for non-face-to-face work (for example, report writing, billable communications). Activities do not send client notifications and are not offered in online bookings.

Need something clients can book? Use Services.

• Activity categories - Create, edit or archive a category.

• Add an activity - Create a new activity in your catalog.

• Edit an activity - Edit the details of an activity.

• Archive an activity - Remove an activity from your catalog.

Tip: Create categories first to keep your activity list organized.