Create recurring appointments

In the Scheduler, you can create a series of recurring appointments for a job. The appointments can occur daily, weekly, monthly or annually. This can be done under one Job ID, and over non-consecutive or consecutive days.

To create a job with recurring appointments, do the following:

  1. In Scheduler, choose CREATE JOB.
  2. In the New Job panel, enter the job details.
  3. Under Appointment, select how often you want the appointment to occur. You can choose Daily, Weekly, Monthly or Annually.
    Appointment-recurring.png
    Note: The default option is Does not recur. When this option is selected, the job detail will apply to one appointment only.
  4. Choose the options for the recurrence pattern you want.

    For daily recurring appointments, under Every, enter how often you want the appointment to recur (for example, every 10 days). Then, choose a start and end date for the recurring appointments.

    For weekly recurring appointments, under Every, enter how often you want the appointment to recur (for example, every 6 weeks). Under Recur on, select the day or days of the week on which the appointments will take place. Then, choose a start and end date for the recurring appointments.

    For monthly recurring appointments, under Every, enter how often you want the appointment to recur (for example, every 6 months). Select This day of the week if you want the appointment to recur on a specific day (for example, every Monday), or choose This day of the month if you want the appointments to recur on a specific day each month (for example, day 5). Choose a start and end date for the recurring appointments.

    For annually recurring appointments, under Every, enter how often you want the appointments to recur (for example, every 2 years). Choose a start and end date for the recurring appointments.
  5. Add a start time, job duration and assign one or more technicians.
  6. Click SAVE. The appointments will appear in the Scheduler.

Recurring appointments in the Scheduler will have the icon next to their title.

 


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