Creating a Recurring Appointment

  1. Open the Appointment Recurrence form in one of these ways:
    • Filter to the appointment on the Scheduled Appointments form and click Recurrence.
    • Select Recurrence on the right-click menu of the appointment on the Calendar Scheduling form.
  2. Select the frequency with which you want the appointment to recur:
    • Daily
    • Weekly
    • Monthly
    • Yearly
  3. If you selected Daily, specify the number of days between each appointment.
  4. If you selected Weekly, specify this information:
    • The number of weeks between each appointment
    • The day of the week on which the appointment should recur
  5. If you selected Monthly, specify this information:
    • The number of months between each appointment
    • The date or the day of the week on which you want the appointment to recur
  6. If you selected Yearly, specify this information:
    • The number of years between each appointment
    • The month in which you want the appointment to recur
    • The date or the day of the week on which you want the appointment to recur
  7. Optionally, select a different date on which to start the recurrence.
  8. Optionally, select Include Non-working Days to create appointments on non-working days, based on the general business calendar and holidays.
  9. To end the recurrence by a particular date, select End By and specify the date.
  10. To end the recurrence after a particular number of appointments, select End After and specify the number of occurrences.
  11. Save the record.
Note: After saving, a success message is displayed that says "X appointments were created." This message is accurate, even when you may have deleted and recreated appointments.

Use these steps when modifying a recurring appointment.

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