Custom Recurrence

Users with access to the Appointments IconAppointments book can customise the number, frequency and timing of recurring appointments.

Permissions:
  • View Appointments
  • View All Appointment Books
  • Create Appointments
Table 1. Custom Recurrence - Interval Options
Interval Description
Daily
Custom Recurrence panel for Day
  1. The default start date for a recurring appointment is today. To set a future start date, in the Start field, select a new date from the calendar.
  2. In the Repeat every field, select the daily interval between appointments.
  3. In the End section, set when you want the recurring appointments to end:
    • To add a defined number of appointments:
      1. Set After.
      2. In the Occurrences field, enter the required number of appointments.
    • To set an end date:
      1. Set On.
      2. From the calendar, select an end date after which no further appointments are required for this condition.
      Tip:
      The custom recurrence details are displayed at the bottom of the Custom recurrence panel.
  4. Click Done.
Weekly
Custom Recurrence panel-Weekly
  1. The default start date for a recurring appointment is today. To set a future start date, in the Start field, select a new date from the calendar.
  2. In the Repeat every field:
    1. Enter the weekly interval between appointments.
    2. To add the appointments for a particular day, from the abbreviated day list, select the preferred day. For example, T (Tuesday).
  3. In the End section, set when you want the recurring appointments to end:
    • To add a defined number of appointments:
      1. Set After.
      2. In the Occurrences field, enter the required number of appointments.
    • To set an end date:
      1. Set On.
      2. From the calendar, select an end date after which no further appointments are required for this condition.
      Tip:
      The custom recurrence details are displayed at the bottom of the Custom recurrence panel.
  4. Click Done.
Monthly
Custom Recurrence panel - Monthly
  1. The default start date for a recurring appointment is today. To set a future start date, in the Start field, select a new date from the calendar.
  2. In the Repeat every field, enter the monthly interval between appointments.
    • To recur every appointments on a particular date:
      1. Select On day option.
      2. Enter the date.
      Note:
      For February, where the month ends before the 30th, the appointment date defaults to the last day of the month.
    • To recur every appointments on a particular week:
      1. Select On the option.
      2. From the list, select the Week and Day.
  3. In the End section, set when you want the recurring appointments to end:
    • To add a defined number of appointments:
      1. Set After.
      2. In the Occurrences field, enter the required number of appointments.
    • To set an end date:
      1. Set On.
      2. From the calendar, select an end date after which no further appointments are required for this condition.
      Tip:
      The custom recurrence details are displayed at the bottom of the Custom recurrence panel.
  4. Click Done.
Yearly
Custom Recurrence panel - Yearly
  1. The default start date for a recurring appointment is today. To set a future start date, in the Start field, select a new date from the calendar.
  2. In the Repeat every field, enter the yearly interval between appointments:
    • To recur every appointments on a particular date:
      1. Select On option.
      2. Enter Date and select Months from the list.
      Note:
      For February, where the month ends before the 30th, the appointment date defaults to the last day of the month.
    • To recur every appointments on a particular week of the month:
      1. Select On the option.
      2. From the list, select the Week, Day, and Month.
  3. In the End section, set when you want the recurring appointments to end:
    • To add a defined number of appointments:
      1. Set After.
      2. In the Occurrences field, enter the required number of appointments.
    • To set an end date:
      1. Set On.
      2. From the calendar, select an end date after which no further appointments are required for this condition.
      Tip:
      The custom recurrence details are displayed at the bottom of the Custom recurrence panel.
  4. Click Done.