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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.
Continue with your visitor appointment, adding notes and visitors as required.
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All users who have access to create appointments (enabled in the employee settings) can create recurring appointments using the same logic as demonstrated above.
Watch the video walkthrough for an end user:
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Recurring Appointments for end users will be distinguishable identifiable in the My Visitor Appointments section by the Recurring Appointment icon.
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Open the Reception View
Locate the Recurring Visitor Appointment
Click the recurring appointment icon to view additional information about the appointment
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Recurring Appointment Visitor Emails
When will visitors be sent emails for their recurring appointment?
Recurrence | When was the appointment created? | Audience | When will the email be sent? | Subject/Content |
Daily/ Weekly/ Monthly | More than 24 Hours in advance of first occurrence. | Visitor | Appointment Creation. | New Recurring Appointment Invitation. Details of Host, Location, Appointment Date/Time. |
Daily/ Weekly/ Monthly
| More than 24 Hours in advance of first occurrence.
| Visitor | Daily - 24 Hours before first occurrence each week. Weekly - 24 Hours before first occurrence each week. Monthly - 24 Hours before each monthly occurrence. | Your recurring Access Pass. QR Code for Access.
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Daily/ Weekly/ Monthly
| Within 24 Hours of first occurrence. | Visitor | Appointment Creation. | New Recurring Appointment Invitation. Details of Host, Location, Appointment Date/Time. QR Code for Access. |
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FAQs
Question | Answer |
|---|---|
What’s the maximum length of time I can create pre booked visitor appointments? | Visitor Appointments can be created 12 months in advance |
Can I make the maximum creation duration less than 12 months? | Yes, please see our guide here. |
Is there a limit to the amount of recurring appointments I can create? | No. |
How do I create a recurring weekly appointment that excludes weekends? | When creating your appointment, select the Weekly option from the repeat drop down. Ensure the S and S buttons are unselected before pressing Done. |