You can add Tasks directly to your Calendar so you can 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 also 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:
personal reminders 🕐
client follow-ups ☎️
... anything that's not a patient appointment but still occupies time in your day!
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.
📌 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 → Follow-ups and add all the follow-up tasks.