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Scheduling an Activity in Pear Suite

How to schedule activities within the Pear Suite Platform

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Table of Contents

Step 1 – Access the scheduling interface Step 2 – Configure activity details Step 3 – Assign users and set times Step 4 – Finalize the scheduled activity

This article explains how to schedule activities within the Pear Suite Platform. Activities can be scheduled for individual members or for groups, either from a member's specific profile or directly from the dashboard calendar.

Step 1 – Access the scheduling interface

  1. Navigate to the Members section on the left-hand green sidebar
  2. Search for and select a member to open their profile
  3. Click the + Activity button within the member profile to initiate scheduling for that individual
  4. Alternatively, navigate to the Dashboard to use the calendar view
  5. Click the + button in the top-right corner of the calendar to schedule activities, which is particularly useful for group events or seeing multiple family members simultaneously

Step 2 – Configure activity details

  1. In the Create Activity pop-up, select the appropriate Activity Template from the dropdown menu
    • Note: Activity templates are managed in the Templates section of the sidebar if you need to create a new one
  2. Search for and select one or more members to be included in the activity

Step 3 – Assign users and set times

  1. Assign a Responsible User for the activity, typically yourself
  2. Select the Date the activity is to occur
  3. Enter the Start Time and expected Duration of the activity

Step 4 – Finalize the scheduled activity

  1. Review all entered information for accuracy
  2. Click Create Activity to finalize the schedule
  3. Confirm the activity now appears on the dashboard calendar and within the selected member's profile
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  • Adjusting Start and End Time
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