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

A 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 Daily, Weekly, 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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