> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/appointment-management/creating-appointments/step-1-basic-details.md).

# Step 1: Basic Details

The first tab captures the basic details of the Appointment, as described in the below table.

<figure><img src="/files/TI4PYrjft44mxLIUo12L" alt=""><figcaption><p>Appoointment Basic Details</p></figcaption></figure>

{% hint style="info" %}
The validation logic ensures that the selected Participants have the relevant and required Support Items in their [Service Agreements](/ndis-management/service-agreement-overview.md). Where this is not the case, Participants will be marked in red (as shown) and the `Next` button becomes available. This is the only physical restriction that **Maica Client Care** enforces where the user can't continue to create the Appointment.
{% endhint %}

<table><thead><tr><th width="217">Captured Information</th><th>Description</th></tr></thead><tbody><tr><td>Participant(s)</td><td>This allows for the selection of Participant(s) by simply typing a name of a Participant (or multiple) or by clicking on the <code>Filter</code> icon which allows for <a href="/pages/03CAhBcgpmFQ7y70zbUV">smarter selection</a> of Participants.</td></tr><tr><td>Resource(s)</td><td>This allows for the selection of Resource(s) by simply typing a name of a Resource (or multiple) or by clicking on the <code>Filter</code> icon which allows for <a href="/pages/hyxrL3PZtlFaKC1WWWZp">smarter selection</a> of Resources.</td></tr><tr><td>Date Details</td><td>The date details are pre-populated from the Planner so there is nothing to do for the user if the dates/times are set correctly. This step of the process also offers the opportunity to mark the <strong>Appointment</strong> as <code>happening right now</code> which will set the date and time to the current date &#x26; time.</td></tr><tr><td>Appointment Service</td><td>Appointment Services are the work to be done during the <strong>Appointment</strong> itself. These services are configured using <a href="/pages/DB0Bgjq288M0rxLdc4Qb">Appointment Services</a> within Maica Client Care which allows for the specification of included Support Items as well as required <a href="/pages/vEkfcQA7aBBnktoFjIhz">Skills</a> to deliver the service. </td></tr></tbody></table>

{% hint style="info" %}
You can learn more about adding Appointment Services to the Appointment [here](#appointment-services).
{% endhint %}

### Appointment Services

There are two ways to add a new Appointment Service to the Appointment; the first one is to simply type the name of the service (such as `Occupational Therapy`) and select this when **Maica Client Care** shows the available values. The second method is to type in any key words configured within the tags of the [Appointment Service](/client-care-reference-data/appointment-services.md). This will also show the available services for selection.

<figure><img src="/files/gvU3V1EAbcMYELqlNiU1" alt=""><figcaption><p>Adding a new Appointment Service</p></figcaption></figure>

{% hint style="info" %}
You can add multiple Appointment Services by clicking the `+` button.
{% endhint %}
