> 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/catalog/activities/add-an-activity.md).

# Add an activity

Learn how to add activities to your catalog in Caspen.

{% hint style="info" %}
What are Activities?

Activities are non face-to-face items (e.g., report writing, case notes, billable communications). They do not send client notifications and are not shown in online bookings.
{% endhint %}

## How to add an activity

1. Go to **Catalog** → **Activities**, then click **Add activity**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Fbk6WF8LMnHXzONBqVXtm%2Factivity%20tab1.png?alt=media&amp;token=1f48b0eb-e7b3-42fc-9477-b30f7689395b" alt=""><figcaption></figcaption></figure>

2. Enter the details (see **Activity fields reference** below).

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FPt3eeV8ZLPbkZ1TQ2ZRH%2Fadd_activity.png?alt=media&amp;token=da962686-8e05-4378-8963-09a37081d44f" alt=""><figcaption></figcaption></figure>

3. Click **Create**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Fkh7zPHshX6JIYRlNXMUd%2Fnew_activity.png?alt=media&amp;token=6d26b2b1-8209-4869-8563-d63fb636e6f8" alt="" width="563"><figcaption></figcaption></figure>

The activity appears in your catalog and can be scheduled in your calendar for the practitioners and locations you selected (and added to invoices if needed).

{% hint style="info" %}
**Tip:** Assign at least one **location** and **practitioner** so the activity can be scheduled.
{% endhint %}

***

### Activity field reference

| Field         | Description                                                                                                                                                                                                                                                                                      |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Name          | The activity name shown in the calendar and on invoices where applicable.                                                                                                                                                                                                                        |
| Item code     | Internal or funding reference.                                                                                                                                                                                                                                                                   |
| Category      | The category this activity belongs to. Used for grouping and color.                                                                                                                                                                                                                              |
| NDIS code     | Australia-specific NDIS related funding code. If not applicable, leave blank.                                                                                                                                                                                                                    |
| Duration      | Length in minutes.                                                                                                                                                                                                                                                                               |
| Price         | <p>The amount you charge. Either <strong>Fixed</strong> or <strong>Hourly</strong>.</p><p></p><ul><li><strong>Fixed</strong>: A set price. You can still change it on the invoice.</li><li><strong>Hourly</strong>: An hourly rate. The invoice total is based on the hours you enter.</li></ul> |
| Tax rate      | The tax that applies to this activity.                                                                                                                                                                                                                                                           |
| Practitioners | Who can perform this activity.                                                                                                                                                                                                                                                                   |
| Locations     | Where this activity is recorded.                                                                                                                                                                                                                                                                 |

{% hint style="info" %}

#### Entering the price

Enter prices according to your **account tax setting**:

* **Prices exclude tax:** enter the price without tax; tax is added on the invoice.
* **Prices include tax:** enter the price with tax; the tax portion is shown on the invoice.<br>

See **Settings** → **Taxes** to change the account tax setting.

\
**Note:** This is separate from the activity’s **Tax rate**, which sets which rate (for example 10 percent or tax free) to apply on the invoice.
{% endhint %}

***

#### Quick add from a category

You can also add an activity from a category: **Actions → Add new activity**. This opens the same form with **Category** prefilled.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FpqdSTwkMcNxM0CoHo21d%2Factivity_tip.png?alt=media&amp;token=82f4faf8-3232-45fb-9da3-693a6941a1e0" alt=""><figcaption></figcaption></figure>

***

## Frequently asked questions

<details>

<summary><strong>Do activities send client notifications?</strong></summary>

No. Activities do not send client notifications.

</details>

<details>

<summary><strong>Can activities appear on invoices?</strong></summary>

Yes. If you add an activity to an invoice, its name, price, and item code (where enabled) will appear like other billable items.

</details>

<details>

<summary><strong>What if I do not use NDIS?</strong></summary>

Leave **NDIS code** blank. It is only relevant for Australian NDIS billing.

</details>

<br>
