Setup
You will need the following permission in your security group: can create and update appointments. Click here to learn more about permissions and security groups.
A recurring appointment is a forecasted placeholder in the technician’s calendar. When generated, tasks are automatically scheduled during the recurring appointment time.
To ensure tasks are scheduled correctly, allocate a default field user per service group on the property.
How to create a recurring appointment
1. Navigate to the Routines tab on the property and click Manage routine services.
1. Navigate to the Routines tab on the property and click Manage routine services.
2. Click on the Routine Service Level, and choose Schedule Recurring Appointment.
2. Click on the Routine Service Level, and choose Schedule Recurring Appointment.
3. Configure the recurrence/time and click Save.
3. Configure the recurrence/time and click Save.
Available options will vary depending on the frequency of the level.
Once a recurring appointment is created, a clock icon appears next to the level.
Once a recurring appointment is created, a clock icon appears next to the level.
The forecasted appointment will be visible on the Scheduler if the default technician was set up.
The forecasted appointment will be visible on the Scheduler if the default technician was set up.
Recommended steps
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