Pro Activities, in the left sidebar, lists every activity you’ve shared with all your clients in one place. From here you can find an activity, share a new one with any client, and edit or delete activities. To see one client’s activities only, use the Pro Activities tab on their profile instead.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
When to use this
- You want to see all the activities you’ve shared, and when each one is due.
- You want to share an activity with a client without opening their profile.
- You want to find, change or remove an activity.
Open the Pro Activities page
1. In the left sidebar, click Pro Activities.
The page lists your activities with the Pro Activities Title, Client, Created Date, Deadline, Status (for example Sent) and Actions. The bottom of the list shows how many there are, for example Showing all 2 Pro Activities.
Find an activity
- To search, type in Search by title or description….
- To see one client’s activities, click Select client… under Client and choose the client. Each client shows their email and client ID.
- To change the order, click Default order and choose Default order, Due date, Created date or Title.
Share a new activity
1. Click + Add New Pro Activities at the top right.
The Share with a client window opens. Share stays greyed out until the form is filled in.
2. Click Select client… and choose the client.
The list shows each client’s name, email and client ID. The client you choose appears under the box. To remove them, click the x next to their name.
3. Click Resource and choose the activity.
The list shows the resources in your library, such as Yoga, HRV Breathing Technique, Yoga Nidra, STOP, PLEASE and Embodiment Meditation. Type in Search resource to find one.
The Pro Activities title fills in with the resource’s name. You can change it.
4. Optional: add a Description, for example what you’d like the client to focus on.
5. Click the calendar icon under Due date and choose when the client should complete it.
Today is highlighted. Earlier dates are greyed out. Use the arrows to move to another month.
6. Click Share.
The activity is added to the list with the status Sent, and it also appears on the client’s Pro Activities tab. Click the X at the top right to close the window without sharing.
Edit or delete an activity
In the Actions column, click the edit icon (pencil) to change an activity’s resource, title, description or due date, or the trash icon to delete it. Editing works the same way as on the client’s profile. See Client profile: Pro Activities in the Client Profile: Activities, Resources, Chat & Journals guide.
Tip: Activities come from your Resources. To share something that isn’t in the Resource list, add it in Resources first. See the Resources guide.
