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Activities are scheduled from a client or site record. When scheduled from a client record, you can select one or more of the client’s sites as the activity location. When scheduled from a site record, the activity is scoped to that site.

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Schedule an activity

1

Open the client or site record

Navigate to the client or site you want to schedule the activity for.
2

Click Schedule Activity

Click the Schedule Activity button in the record header.
3

Select a template

A dialog lists all available activity templates. Use the search bar to filter by name. Click the template you want to use.
4

Configure the schedule

Fill in the scheduling form and click Schedule Activity to confirm.

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Scheduling form

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General Info

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Assignment Type

Choose who receives the activity: Site Manager — The activity is assigned to all site managers at the selected locations. Company Administrator — The activity is assigned to the client’s main admin user.

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Locations

Select one or more of the client’s sites where the activity should be completed. The activity will be assigned to the users selected above, but only at the chosen sites.
When scheduling from a site record, the location is fixed to that site and the Locations section is not shown.