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Add a task or a personal reminder
Add a task or a personal reminder

Keep track of tasks, todos or follow-ups directly from the calendar.

Sophia avatar
Written by Sophia
Updated over a week ago

You can add Tasks directly to your Calendar to easily keep track of different tasks, todos, or client follow-ups.

For each task, you can add a title, notes, time frame, staff member, room/kennel, and link a specific client and pet - useful for follow-ups and other client communication.

Only the title (this will be displayed directly on the calendar) and the time frame are mandatory. The task can be assigned to a team member or left unassigned.

Depending on the case, you might want that task to block off time in your calendar, so you don't receive booking requests during that time frame. You can easily do that by checking the "Not available for appointments" option.

You can use this function for:

  • todos βœ…

  • personal reminders πŸ•

  • client follow-ups ☎️

  • ... anything that's not a patient appointment but still occupies time in your day!

All tasks are Due (displayed in white) by default. They will be automatically marked as Overdue (displayed in red) if more than 5 minutes after their end date has passed. You can mark tasks as Done (displayed in green) anytime or undo them.

From the Filters sidebar, you can choose to display only the Tasks, hide them, or view all tasks & appointments at once. You can see at a glance the names of the tasks and their due dates, and by clicking on them, you can see the rest of the notes, update some information, or delete them.

πŸ“Œ You can add All day tasks (or even multiple days, without setting a specific hour).

There is a quick way to add tasks directly from the SOAPs too. Simply go to Plan β†’ Follow-ups and add all the follow-up tasks.

All the tasks added as follow-ups from a Record will display a blue icon with a direct link to the record.

πŸ“Œ You can check a quick Task history directly in the Timeline (who added it, who marked it as Done, etc)

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