Recurring Schedules

There are two types of recurring schedules:

  1. Specific Date Recurrence - where schedules are rolled over into starting from the date specified.
  2. Weekly Recurrence - where schedules are continually created on a weekly basis. The extent to which schedules go out is specified by the manager and limited by the "end date" (if specified).

Check the following table for a quick summary on recurring types.


Specific Date Recurrence

Specific date recurrence enable schedules to be rolled over into a future term. This allows for quick and easy schedule duplication and re-invoicing. This feature is commonly used for businesses to create and bill for schedules over terms. When the term completes, the whole series is set to recur after a short break where customers are invoiced and billed for a subsequent series.

To Set A Date

To set a recurring date;

  1. Go to the schedule that you want to change in the Schedule page
  2. Set the Recurring type to "Specific Date"
  3. Enter a future date when the schedule will recur
  4. UNCHECK "Apply to series" if you want the recurring date to be applied to only the current schedule you are editing.

To rollover into a new series, check the Rollover page more information.

Do Not Rollover

Occasionally, you may want to stop a particular customer from being rolled-over into a new term. This situation may arise when customers leave or transfer into different services. When such cases occur, go to the customers' Schedule Booking, and click the "DNR" checkbox. Such customers are not recreated when you roll-over a date series.

Weekly Recurrence

At times, your business may have schedules that continuously occur with few or no breaks. Take for example a cruise which occurs every Thursday, Friday and Saturday throughout the entire year. In such cases, you create an initial schedule and mark the recurring as continuous by setting the weeks at which the dates are advanced. For example, if you set begin a schedule on Jan 1, and mark the number of weeks to extend as 3 - then Jan 8, Jan 15 and Jan 22 are automatically created by the system. Subsequently, the system will continue to create an additional week to ensure that there are at least 3 weeks of bookings are available.

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License