Scheduling Set Up: Scheduling Staff Activities

In this article, you will learn how to:

Set Up Staff Activity Types

Schedule a Staff Activity

🎥Watch: Scheduling Custom Staff Activities

Steps to Set Up Staff Activity Types

Before scheduling a staff activity, make sure your activity types are configured.

1. Select [Settings]
2. Navigate to the [Staff Activity Types] section
3. Review existing activity types listed

To add a new activity type:

1. Select [Add Activity Type]
2. Choose an [Icon] for the activity
3. Enter the [Activity Type] name
4. Toggle [Require a Note] on or off
   • When enabled, the activity cannot be completed without a note attached
     

      

Steps to Schedule a Staff Activity

1. Navigate to [Scheduling]
2. Select [Schedule For] to choose the staff member you are scheduling, or select [Overview] to view all staff schedules
   
3. Navigate to the correct date on the calendar
4. Click and drag on the calendar to create a new appointment, or double-click on the desired time slot
5. At the top of the appointment panel, select [Staff Event]
   • Selecting [Staff Event] removes the client field, as staff activities are not associated with a client

1. Confirm or adjust the [Date]
2. Adjust the [Time] as needed
3. Select an [Activity Type] from the dropdown
4. Optionally update the [Title] — the title can be customized while the activity type remains unchanged
5. Optionally select a [Note Template]
6. Add any relevant notes in the notes field (visible to anyone who can view the schedule)
7. Toggle [Payable Event] on or off based on whether the activity should be counted as payable time
8. Review the summary bar at the bottom of the panel — this confirms the staff member assigned, activity type, and key details before saving
9. Select [Save Changes] to save the activity, or [Discard] to cancel