Training Association

To add or update the Paid Activity for a Training Clinic Category, select 'Training Association' from the right side menu of Paid Activities.

This leads to the Training Association window.

Tools

There are some tools to assist you in this step

  • Filter

  • Search Bar to locate a specific Task or Training Clinic Type

  • Sort to change which column determines the order

Associating Paid Activities with Training Clinic Categories

  • To update which paid activity is associated with a training clinic category, expand the applicable category on the left to find the correct Paid Activity, and then drag the activity over to the training category.

  • If a training category has an incorrect Paid Activity, drag a new item across to it to overwrite the current entry.

  • To add the same Paid Activity to multiple items, select all the applicable lines (by clicking on the box to the right of the Paid Activity Category description) and drag the Paid Activity over to any of the selected rows.

By selecting the boxes next to the Training Clinic Category that you want to associate to one Paid Activity, you can drag that Paid Activity on to all of those Scheduling Products at once.

Make sure to save your work by hitting the Associate paid activities button in the bottom right of the training clinic category screen.

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