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How to book and invoice Activities

We've added a new type of appointment to our calendar feature and it's called Activities. Activities are calendar events that do not include communica

Updated over 2 weeks ago

We've added a new type of appointment to our calendar feature and it's called Activities. Activities are calendar events that do not include communications to the client, but are assigned to a client. This means that the event will be assigned to a client but no communications like appointment reminders will be sent out, unless you have set up additional communication rules within your account.

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These activities can be assigned to a client and then invoiced just like sessions.

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To create an Activity, follow these steps;

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  • Click on 'Create' in the top right hand corner

  • Click on 'Appointment'

  • Select the appointment type dropdown

  • Select your activity type

  • Fill in the required fields

  • Click 'Save'

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Now this activity will appear on your calendar and can be invoiced when applicable.

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Note: You need to set up Activity types to add an Activity through the calendar.

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