Scheduling Recurring Services

Created by Larry Kloeung, Modified on Tue, Jan 30, 2024 at 12:52 PM by Larry Kloeung

This article outlines how to setup a recurring schedule with clients. There are options for monthly, biweekly, weekly, etc.

Instructions:


  1. Navigate to: Taskbar > Scheduled Tasks > Task List > Calendar  
         Note: Click in crumbtrail to free type the path to calendar for easier searching
  2. Select "Add New" dropdown
    1. Select Schedule Client Task

  3. Complete the usual fields for scheduling the appointment
  4. Scroll down to Recurrence Info
    1. Check Is Recurring to enable feilds
    2.  Enter Recurrence End Date/Time and Recurrence Type (for biweekly select weekly)
  5. Scroll down to the select type (Montly, weekly, yearly, or daily)
    1. Complete appropriate fields
  6.  Click Save

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