# Step 1: Basic Details The first tab captures the basic details of the Appointment, as described in the below table.

{% 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 %}

Captured Information	Description
Participant(s)	This allows for the selection of Participant(s) by simply typing a name of a Participant (or multiple) or by clicking on the `Filter` icon which allows for smarter selection of Participants.
Resource(s)	This allows for the selection of Resource(s) by simply typing a name of a Resource (or multiple) or by clicking on the `Filter` icon which allows for smarter selection of Resources.
Date Details	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 Appointment as `happening right now` which will set the date and time to the current date & time.
Appointment Service	Appointment Services are the work to be done during the Appointment itself. These services are configured using Appointment Services within Maica Client Care which allows for the specification of included Support Items as well as required Skills to deliver the service.

{% 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.

{% hint style="info" %} You can add multiple Appointment Services by clicking the `+` button. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://kb.maica.com.au/appointment-management/creating-appointments/step-1-basic-details.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.