Activities are one of the most important parts of working inside Pear Suite. Whenever you are working with a member—whether it's an in-person visit, a phone call, or a virtual meeting—you'll document it as an activity.
Think of an activity like the folder for a visit: it organizes everything you need to ask, record, and complete during your time with the member.

When you create an activity, you are setting up the structure for your interaction. You will decide what questions you want to ask, what information you need to collect, and whether you want the system to suggest any next steps based on the answers.

Each activity has a few important parts:

The template, which is the setup for what the activity will include.

The flow, which is the list of questions or forms you will complete during the visit.

The assigned user, which is the staff member who will be responsible for completing the activity.

The start time and end time, which record how long the visit took. (This is very important for documentation and billing.)

Pear Suite makes it easy to create activities so you can focus more on helping your members and less on paperwork.