What are template events?
Template events are activities that are planned in advance.
They can be single or recurring events*.
They may or may not include programs and documents.
Once scheduled, you will simply drag them into the client's activities.
If they are appointments, these are the elements that can be selected by you or by the client.
*Recurring appointments are not supported by the client app. **Requires the activation of the Appointment function. |
Event sequences
If you need a mix of different events, you may be interested in sequences.
Creating events, step by step
Go to the administration.
Select the “Events” tab.
To edit an existing event:
Click on the event you want to edit.
To add a new event:
Click on the “+Create model event” button on the right side of the screen.
Automatic sending during an appointment (Optional):
You can attach documents, as well as programs, to an appointment.
⚠️ Attention!The document or program will be sent automatically each time this appointment is chosen. |
You can then select when the item will be sent automatically.
Type of activity
If you want the event to appear in the appointments, select “Appointment”. Otherwise, the event will only be available in the client's activities.
Where to find the templates events?
Activities
 |
Appointment |
Intervention code
When creating an event, you must select an intervention code. This code will help you find all the interventions of this type.
⚠️ Attention!If the chosen intervention code is a paid one, the customer will be charged each time. Click here for more information. |