Recurring an Appointment

1. Navigate to the Schedule Section

  • Click on Schedule from the left-side navigation panel to view the list of appointments.

2. Click on the Recur Event Icon

  • In the Actions column, locate the Recur button (circular arrow on calendar icon) for the desired appointment.

3. Set the Recurrence Details

Recur Event modal will pop up. Fill in the following fields:

  • Date Range: Select the start and end dates for the recurrence.

  • Mode: Choose between DailyWeekly, or Monthly recurrence patterns.

  • Patterns: Depending on the mode selected, set the recurrence pattern:

    • For Daily mode, specify the interval in days.

    • For Weekly mode, choose the day(s) of the week for the event to recur.

    • For Monthly mode, specify the day of the month for the recurrence.

4. Review Occurrences

  • The system will automatically calculate the number of occurrences based on your selections and display it at the bottom of the modal.

5. Confirm the Recurrence

  • Click the Add [X] Appointments button to confirm the recurrence.

6. Review Overlapping Appointments

  • If there are any conflicting appointments, a Confirmation modal will appear, listing any overlapping appointments. Review the conflicts, and if you are okay with skipping those conflicting appointments, click Confirm.

7. Review the Recurring Appointments

  • The newly created recurring appointments will now appear in the Schedule list, based on the set pattern and date range.

 


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