How To Add A Recurring Visit

 

To add a recurring visit, please click the Schedule Tab then click the New Event button and select “Visit to Customer”

 

On the New Visit page pick “Recurring Series of Visits” as the type and then you can choose if the visit should repeat Daily, Weekly, Monthly or Yearly.

 

 

For example to have a visit once a week select Weekly and set up a visit every 1 week. Please see the screenshot below:

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If you do not have an end date you could set the “Total Number of Visits” to 160, which should run for 3 years if you are setting up a weekly visit

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Then please select the Customer, the Property, and fill the other fields at the bottom of the page.

Once you are done click “Create Visit” to create your recurring visit.

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Updated on February 20, 2022

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