Add an activity
Learn how to add activities to your catalog in Caspen.
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.
How to add an activity
Go to Catalog → Activities, then click Add activity.
Enter the details (see Activity fields reference below).
Click Create.
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).
Tip: Assign at least one location and practitioner so the activity can be scheduled.
Activity field reference
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
The amount you charge. Either Fixed or Hourly.
Fixed: A set price. You can still change it on the invoice.
Hourly: An hourly rate. The invoice total is based on the hours you enter.
Tax rate
The tax that applies to this activity.
Practitioners
Who can perform this activity.
Locations
Where this activity is recorded.
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.
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.
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.
FAQs
Can activities appear on invoices?
Yes. If you add an activity to an invoice, its name, price, and item code (where enabled) will appear like other billable items.
Last updated