Generating recurring appointments

  1. Select Appointment > Scheduling.
  2. Select an appointment from the Appointment List view or Dock Scheduling view to use as your source appointment. This is used for base recurring appointment data.
  3. Select Recurring.
  4. On the Generate Recurring Appointments window, specify this information:
    Recurrence Type
    Select the type from the list of these valid options::
    • Weekly Recurrence
    • Monthly Recurrence by Date
  5. Specify this information when you are creating a weekly recurring appointment:
    Start Date
    Specify the starting date of the first recurring appointment.
    Note: Start date must begin after the start date of your source appointment record.
    End Date
    Specify the ending date of last recurring appointment.
    Recur every
    Specify the weekly intervals to create the recurring appointments. For example, if you specify 2, then recurring appointments are created every two weeks.
    Select the days of the week on which the appointments are to occur.
  6. Specify this information on the Monthly Recurrence by Date Optionpage:
    Start Date
    Specify the starting date of the first recurring appointment.
    Note: Start date must begin after the start date of your source appointment record.
    End Date
    Specify the ending date of last recurring appointment to be created.
    Day
    Specify the day of the month that the recurring appointments are created. For example, if you specify 15, then recurring appointments are to be created for the fifteenth of every month.
    Day_of every __ Month(s)
    Specify the monthly interval to use when creating the recurring appointments. For example, if the recurring appointment should be for every other month, then specify 2 in this field. If the appointment should recur every month, then specify 1.
  7. Click Generate.