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.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
A recurring appointment is a forecasted placeholder in the technician's calendar. When generated, tasks are automatically scheduled during the recurring appointment time. Note: this is different from scheduling non-task events (such as leave or regular breaks) in the Scheduler — see Scheduling leave and other events for that.
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.
2. Click on the Routine Service Level, and choose Schedule Recurring Appointment.
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.
The forecasted appointment will be visible on the Scheduler if the default technician was set up.
Video: Service Groups, Recurring appointments and default technicians
Recommended steps
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