We now have the ability to book in recurring appointments in the calendar. Let's take a look at how we book and edit these appointments.
An important note: While this is skipping ahead, we felt it important to mention this early so it is not missed in the article. When editing the days or dates of a recurring appointment, please keep in mind the start date of the appointment and edit as necessary.
First, we book the recurring appointment just as we would book any other appointment. We find the date and time we would like to start the appointment and click.
From here click 'Recurring' from the side tab that appears.
Then enter in Event Title, select whether this is an all day appointment, and if needed, edit the start date and time and the end date at time.
Then it's time to select the parameters of your recurring appointment, for example, how often the appointment is recurring and for how long the appointment is recurring for.
First lets start with Daily.
When selecting a daily recurring appointment, you will simply select how often you would like to the appointment to repeat, and how long you would like the appointments to keep repeating for.
So as an example, let's say we want this appointment to repeat every 4 days for the next 6 weeks.
Here's how we would do it, first we would type 4 in the little text box to state how often we would want it to repeat, and then we would select that it is continuing 'until'.
Then we would select the date 6 weeks away from the original appointment.
Next let's say we want the appointment to repeat every 2 days, 6 times. Meaning that every other day the appointment would be in the calendar, but after the 6th appointment, it stops.
To do this we would change the little text box to 2 and then we would select 'for' and then 6 occurrences
Now lets say we want the appointment to be in the calendar every day, forever.
To do this, we would select every 1 day and forever.
Next lets take a look at Weekly.
First of all, let's say you want the appointment every Monday, Wednesday and Friday every week for the next three weeks.
First, select every 1 week, then select Monday, Wednesday and Friday, and then select 'until' and finally select the date 3 weeks away from the start date.
Now let's say that you want this appointment to be every 2 weeks on Friday, for 3 occurrences. Meaning the appointment will be in the calendar every other Friday, but after the 3rd appointment, it will no longer continue.
To do this, select every 2 weeks, select Friday, and then select 'For' 3 occurrences.
Now let's say you wanted the appointment every Monday, Wednesday and Friday, every week and continuing forever.
Select repeat every 1 week, select Monday, Wednesday, Friday and then select continuing forever.
Now let's take a look at Monthly.
When you select Monthly, you will choose if you would like it to repeat every one month or every 3 months etc, and then you will select whether you would like it to be on the same date of that month e.g the 15th, or you will select whether you would like it to be on that particular week day of each month, based off the original start date.
Again of course you can then select whether this continues forever, for a certain amount of occurrences, or you can choose a date you would like the occurrences to stop.
Finally, Let's take a look at Yearly.
Just like monthly, you will decide if you would like the appointment to repeat every 1,2 or 3 years etc. and then you will select when you would like the appointment to repeat. Whether its the exact same date, or the day of the week and month based on the original appointment date.
Then again, select if you would like this continuing forever, for a certain amount of occurrences, or until a certain date.
Then you can select who is attending the appointment. Don't worry, on a recurring appointment you can edit the attendees of each appointment. We will get to that later. Just click the tick boxes to choose who is attending.
Then enter in any Event Notes for the meeting below if you would like too.
Next enter in the Location of the meeting. You can do this by searching the postcode and selecting the address.
You can also move the pin on the map to select the location if you'd like. Just click and drag the pin to where you would like it to be.
Once your done, click Save.
As you can see the appointment is now in the calendar. You can see it is a recurring appointment due to the rotating arrows.
Now let's take a look at editing a recurring appointment.
You can edit a recurring appointment just as you would any other appointment in the calendar. You can click and drag the appointment to a different time, you can click on the appointment to make edits to the name, start date, time, location, and attendees of the appointment.
The only difference when you edit a recurring appointment, is that once you make the edit, a pop up will show and ask you which of your recurring appointments would you like to apply the edit too. Just the one single appointment, all future appointments, or all appointments past and present.
For example, let's say I click on the appointment on the 29th and make an edit to the attendees.
I will remove Bjorn and Rolo and make an edit to the event note.
Then I will click save.
As I click save the pop up then shows asking me which appointments to I want to apply the edits too.
If I click Single, the edit will only apply to the appointment you clicked on to edit, in this case, the appointment on the 29th.
If I click Future, then the edit that I have made will apply to the appointment on the 27th and all of the recurring appointments in the series after the 29th.
If I click All, then the edit that I have made will apply to every single recurring in that series, past and present.
Please note: When editing a single appointment in a recurring series, it removes the appointment from the series. Therefore, if you edit any appointment before the new and now individual appointment you edited prior, and select future or all, it will only update the appointments up until that appointment and not any of the appointments that follow.
You can identify an appointment that's been edited out of a series by seeing if the appointment has a '!' instead of the curly arrows like so.