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  • How do I create a new Billable Participant Note from the Maica Actions Menu?
  • Pre-populated Fields

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  1. Participants
  2. Global Actions

New Billable Participant Note

Learn how to Create a New Billable Participant Note from the Global Actions Menu

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Last updated 8 months ago

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How do I create a new Billable Participant Note from the Maica Actions Menu?

To begin creating a new from the Maica Actions menu, simply click the New Billable Participant Note option and you will be presented with the pop-up to begin populating your .

Similar to creating a new from the , after the pop-up is presented, a few stages must be completed before the can be confirmed.

To learn more about the details and stages of creating a New Billable Participant Note, click .

Pre-populated Fields

When creating a Billable Participant Note from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the duration to 15 minutes. This can be changed manually in the stage of the creation.

You can also change your default duration in Maica Settings; click here to learn more.

Note
Note
Billable Participant Note
Planner
Note
here
Note
Take a Note
Note