In this article you will learn what the Recurring Appointments feature is and how to create recurring appointments on Equiem One.
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Overview
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All users of the Visitor Management System on Equiem One can create Recurring Appointments. |
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Users can select either for a monthly occurrence on a given date (Eg. 20th each month) or a given day (Third Monday each month) when scheduling a recurring appointment in the Equiem Visitor Management system.
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How to Create a Recurring Appointment
Open Equiem One and select Visitor Management
Click New Appointment
Fill in the required details, including the title, description and location.
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Use numbered bullet points to describe steps to use the feature (if applicable)
Continue using steps as required
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Daily Recurring Appointment
Select the start date of your recurring daily appointment
Choose Daily from the drop down list
Choose how many days the appointment should recur for, for example, repeats every 1 day
Choose how the recurring appointment should end. You can choose to select a date the appointments end on or choose after how many occurrences the recurring appointment should end.
Press Done to save.
Weekly Recurring Appointment
Select the start date of your weekly recurring appointment
Choose Weekly from the drop down list
Select the days of the week each week the recurring appointment is required for, and the frequency.
Choose how the recurring appointment should end. You can choose to select a date the appointments end on or choose after how many occurrences the recurring appointment should end.
Press Done to save.
Monthly Recurring Appointment
Select the start date of your monthly recurring appointment
Choose Monthly from the drop down list
Select the frequency of the recurring appointment, for example, every 2 months
Choose whether the appointment should repeat on a specific date of the month, for example the 21st of every month, or a specific day, for example, the 3rd Thursday of every month
Choose how the recurring appointment should end. You can choose to select a date the appointments end on or choose after how many occurrences the recurring appointment should end.
Press Done to save.
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Recurring Appointments for Receptionists
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