This article outlines how to setup a recurring schedule with clients. There are options for monthly, biweekly, weekly, etc.
Instructions:
- Navigate to: Taskbar > Scheduled Tasks > Task List > Calendar
Note: Click in crumbtrail to free type the path to calendar for easier searching - Select "Add New" dropdown
- Select Schedule Client Task
- Complete the usual fields for scheduling the appointment
- Scroll down to Recurrence Info
- Check Is Recurring to enable feilds
- Enter Recurrence End Date/Time and Recurrence Type (for biweekly select weekly)
- Check Is Recurring to enable feilds
- Scroll down to the select type (Montly, weekly, yearly, or daily)
- Complete appropriate fields
- Complete appropriate fields
- Click Save
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