--- title: Adding Linked Tasks to Bookable Services description: Adding Linked Tasks to Bookable Services --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/adding-linked-tasks-to-bookable-services#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) # Adding Linked Tasks to Bookable Services Create follow-up tasks for the provider automatically, every time an appointment for a Service is booked. Set the tasks once on the Bookable Service, and each new booking adds them to the provider's To-Do List with a due date set relative to the appointment. --- #### 📍 Where to Set This Up Go to: **Booking Management → Bookable Services** Click **+ Service** to create a new Service, or select an existing one to edit. Scroll to the **Linked Tasks** section. --- #### 📝 Adding a Linked Task 1. Click **+ Task** to add a row 2. Enter the **Task** name (e.g. "Complete case note") 3. Enter the **Due After** value, in days 4. Repeat for each task you want attached to this Service 5. Click **Save** **Due After** counts days from the appointment date. Enter **0** to make the task due on the day of the appointment itself. --- #### 🔁 What Happens When an Appointment Is Booked When an appointment for the Service is booked, each Linked Task is created and: - Assigned to the provider the appointment is booked with - Given a due date of the appointment date plus the Due After period - Linked to the patient the appointment is for The provider sees the task in **My To-Do List** on **My Dashboard**, alongside their other tasks. Because it is linked to the patient, the task also appears in the **Patient Tasks** section on the patient's **Overview** tab, so anyone with access to the patient's record can see what is outstanding after each appointment. Complete a Linked Task the same way as any other task: tick the checkbox in My To-Do List. A couple of things to know: - Linked Tasks apply to appointments booked **after** the task was added to the Service. Bookings that already existed are not affected - Linked Tasks are available on Bookable Services only. Group Program sessions do not create them --- #### 🎯 Ways to Use Linked Tasks | Task | Due After | Why it helps | | --- | --- | --- | | Complete case note | 2 | Keeps documentation on schedule after every session, in line with your Organisation's notes policy | | Send referral or GP letter | 7 | Common after an initial consult, easy to lose track of once the next week's bookings arrive | | Follow-up call | 2 | A quick check-in after a first session, or after a discharge appointment | | Submit claim or send invoice | 1 | Keeps billing moving without a separate reminder system | | Review assessment scores | 5 | Prompts the provider to look at post-session measures before the next appointment | | Update care plan | 3 | Useful on review-type Services where the plan is expected to change | Because tasks are set per Service, different Services can carry different tasks. An initial consult might have three, a standard follow-up just one. --- #### 💡 Best Practices - Keep task names short and action-led so they read cleanly in My To-Do List - Only add tasks that apply to every booking of that Service. Anything patient-specific is better added manually from the patient's profile, or through a [Patient Journey stage automation](https://support.wellifiy.com/en-au/knowledge-hub/set-up-automations-within-journey-stages?hsLang=en-au) - Match the Due After period to your Organisation's policies, such as case notes within 48 hours --- Next step: ➡️ *See [Understanding My To-Do List & Patient Tasks](https://support.wellifiy.com/en-au/knowledge-hub/understanding-my-to-do-list-patient-tasks?hsLang=en-au) for how tasks appear across My Dashboard and the patient profile.* - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,