Recurring bookings support work that follows a repeat pattern. Review the recurrence and the individual scheduled work before relying on future timing.
Steps
- Open Jobs & Scheduling > Bookings / Jobs and select Create Booking, or open the relevant booking workflow.
- Choose Recurring when the work should repeat.
- Enter the customer, property, work details and recurrence information required by the form.
- Save and review the generated or scheduled occurrences in the booking and calendar views.
Important
A recurrence does not remove the need to review exceptions, cancelled occurrences or manual changes to a particular booking.
Review the pattern before saving
Check the start, end or repeat rule, customer property and normal workforce arrangement. Future occurrences can need their own review when a public holiday, leave, cancellation or one-off customer request changes the plan.
Manage an exception on its record
Open the affected occurrence when a single visit must move or cancel. Do not assume a change to one occurrence rewrites the whole recurring arrangement unless the available workflow says that it will.