Once your flows are ready, you can create a new activity template.

An activity template brings everything together. It tells Pear Suite which flows should be included during a visit, whether it should be marked as billable or not, and how the activity should appear when scheduling.

To create an activity template, you would go to the Activities tab inside the Templates Section and click Create New Activity.

You will then:

• Give the activity a title. Try to keep it clear and easy to recognize, like “Initial Intake Visit” or “Quarterly Health Assessment.”
• Link the flows you want to include in the activity.
• Choose whether to mark the activity as billable or not. You will also get a chance to mark it as billable, while finishing it with a member. 
• Save the template.

Once saved, this activity template can now be scheduled from the calendar or member profile, making it easy for staff to complete the right forms every time they meet with a member.