How to create and use 'Tasks' in your operator columns

Follow

Your appointment book can be used for client bookings, as well as for your own scheduling. You can use your appointment diary to book out time for meetings and lunch breaks.

Creating Tasks

Go to the Admin page, select the Services tab and in Categories click Tasks.

In the Services for Tasks section, click New to create your new task—this can be what anything you want, such as Team Meeting, Cleaning, Administration etc.

Great! Now you're ready to schedule your Tasks into your Appointment page.

Adding 'Tasks' to your operator columns

It's just like making an appointment—select the time slot first, choose the  option on the right side panel, select the Task from the Select Tasks window, and Confirm when you're ready. 

You've booked yourself some time to eat your apple.

Note: Just like appointments, tasks can be moved around your appointment diary, lengthened and shortened. Tasks are as flexible as you are.

Want to see Tasks in action? Sure you do...

 

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

Have more questions? Submit a request
Powered by Zendesk