Recurring Events Page
The Recurring Events page gives you a complete list of all your recurring visit series in one place. This is where you can view, manage, and make bulk changes to your recurring schedules.
To access it go to Schedule → Recurring.
Filters
At the top of the page you can filter your recurring series:
- Search — Search for a specific recurring series by name or customer
- Active Series — Filter by Active, Inactive, or All series
- Filter by Off-Season — Filter by a specific off-season you have set up
Recurring Series List Columns
Each recurring series in the list shows the following information:
- Date — The start and end date of the recurring series. Infinite series show their start date with a note that visits will continue until cancelled or paused
- Title — The name of the recurring series
- Details — The customer name and property address
- Level Billing — If the series is tied to a level billing contract it will show here
- Type — The event type such as Visit
- Frequency — The total number of visits in the series or Indefinite for infinite series
- Tags — Any tags assigned to the series
Infinite Visits
Recurring series set up as infinite visits will show a blue banner that says “These visits will continue until cancelled or paused.” These series do not have an end date and will keep generating visits automatically. Note: You will only see these visits scheduled for a year out and then the system keeps adding more visits.
Bulk Actions
When you check the box next to one or more recurring series a toolbar will appear at the top of the list with the following options:
- Clear Selection — Deselects all checked series
- Delete — Delete all selected recurring series
- Duplicate Recurring Events — Create a copy of the selected recurring series
- Set Off-Season for Selected Series — Apply an off-season pause to the selected series
- Convert to Infinite Visits — Convert the selected series to infinite visits so they continue until cancelled or paused
- Assign Crew — Assign a crew to all selected recurring series at once
Individual Series Actions
For each recurring series in the list you can:
Click the trash icon to delete the series
You can view and edit your Recurring Series by going to the Recurring Page on your Schedule Tab.
Click the pencil icon to edit the series
Click the X button to cancel the series
