Client Activities · GN Wellsprings

Pick a client

You can only create activities for clients whose care team you are a member of. Managers see every active client.

Add activity for

Activity

Category

Green-outlined chips = this client has these saved interests. Ticked chips will be saved with the activity.

Planned date (from suggestion, editable)

Final activity date (what goes on calendar)

Estimated location (auto-populated from catalogue, editable)

⏰ Consider travel time. What time do you need to leave to reach the activity? The system will calculate a recommended visit-start time, but you can override it below.

Estimated travel time (minutes)

Activity start time

Recommended visit/collection start

Activity end time (optional)

Notes for the team Status

All activities for

Date	Activity	Category	Location	Start	Status
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🎉 Client Activities

Pick a client

Add activity for

All activities for