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  2. Client Care Settings

Billable Client Care Settings

Learn about Billabe Client Notes Settings within the Maica Client Care Solution

PreviousBilling ManagementNextGlossary

Last updated 1 year ago

Maica Client Care provides the ability to capture Billable Client Notes; this setting allows you to manage the components of this feature as shown in the screenshot below.

Setting Item
Description

Default Category

This is the Category selected by default when creating a new Billable Client Note.

Default Interaction Type

This is the Interaction Type selected by default when creating a new Billable Client Note.

Default Appointment Service

This is the Appointment Service selected by default when creating a new Billable Client Note. If none is selected, the Appointment Service will be empty by default.

Available Appointment Services

This allows you to specify which Appointment Services are available for selection when creating a new Billable Client Note.

Default Duration (minutes)

This is the Duration selected by default when creating a new Billable Client Note.

Custom Fields

This allows you to include your own Salesforce attributes into the Billable Client Note as described

here.
Billable Client Notes Settings