Billable Client Care Settings
Learn about Billabe Client Notes Settings within the Maica Client Care Solution
Last updated
Learn about Billabe Client Notes Settings within the Maica Client Care Solution
Last updated
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.