How to create recurring appointments

Everything you need to know about creating recurring appointments quickly and easily.

Updated over a week ago

You can create recurring appointments with or without a project, or directly from a quote. All you need to do is create an appointment as usual and set your chosen interval at which the appointment should be repeated.

Set the start date and interval

First, enter a title – this will be used for all subsequent appointments as well. Then, select the date and time for the first appointment. Note that all recurring appointments are automatically repeated on an ongoing basis. You don’t need to specify an end date, only a time for when the first appointment should end.

Example 1: You have received an order to clean the offices of Example Ltd every working day from 10:00 to 10:45 from 2nd January. Select 2nd January as the start date and end date. Lastly, set 10:00 and 10:45 as the appointment duration.

Example 2: Example Ltd has also hired you for a job that starts every Saturday at 08:00 and ends on Sundays at 18:00, starting on 6th January. Select 6th January as the start date and 7th January as the end date. Enter 08:00 and 18:00 into the start and end time fields.

Here you can choose the frequency with which the appointment should be repeated by clicking on "Does not repeat". You have the choice between: Daily, Weekdays, Weekly, Bi-Weekly, Monthly, Half-yearly, Yearly.

Fill in the other fields as usual and click “Save” in the top right-hand corner. You can access your recurring appointments, if you need to make any changes, easily from the project or from the customer profile.

Deleting recurring appointments

If you want to delete all recurring appointments from a certain date, click on the three dots next to the first appointment and select "Delete all recurring appointments". The selected appointment and all subsequent appointments will then be deleted. You can also delete individual appointments using the three dots.

Editing recurring appointments

To edit an appointment, simply click on the appointment, make your changes and save them. Please note that you can only edit individual appointments and not all appointments in a series. If you need to make a change for all appointments, delete the entire series and just create it again with the desired changes.

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