In this article you will learn what the Recurring Appointments feature is and how to create recurring appointments on Equiem One.
Contents:
Overview
All users of the Visitor Management System on Equiem One can create Recurring Appointments.
The Recurring Appointments feature allows users to create Daily, Weekly or Monthly recurring appointments for up to a year in advance.
Daily
Users will be able to create daily recurring appointments for visitors, with elevated flexibility to support up to 365 days of recurring daily appointments.
Users can select either sequential (every 1 day) or non-sequential days (every 2 days) when scheduling a daily recurring appointment in the Equiem Visitor Management system.
Weekly
Users will be able to create weekly recurring appointments, supporting up to 52 weeks of recurring weekly appointments.
Users can select either sequential (every week) or non-sequential weeks (every 2 weeks) when scheduling a weekly recurring appointment in the Equiem Visitor Management system.
Monthly
Users will be able to create monthly recurring appointments, supporting up to 12 months of recurring monthly appointments.
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.
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.
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.
Recurring Appointments for Receptionists
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