Recurring Appointments

In this article, you will learn what the Recurring Appointments feature is and how to create recurring appointments on Equiem One and as an end user.

Contents:

Overview

The Recurring Appointments feature allows users to create Daily, Weekly or Monthly recurring appointments for up to a year in advance. The feature has been designed to provide more flexibility, improving operational efficiency and convenience.

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

1. Open Equiem One and select Visitor Management

2. Click New Appointment

   

3. Fill in the required details, including the title, description and location.

Daily Recurring Appointment

1. Select the start date of your recurring daily appointment

2. Choose Daily from the drop down list
   

   

3. Choose how many days the appointment should recur for, for example, repeats every 1 day

4. 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.

5. Press Done to save.
   

   

6. Continue with your visitor appointment, adding notes and visitors as required.

Weekly Recurring Appointment

1. Select the start date of your weekly recurring appointment

2. Choose Weekly from the drop down list

   

3. Select the days of the week each week the recurring appointment is required for, and the frequency.

4. 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.

5. Press Done to save.
   

   

6. Continue with your visitor appointment, adding notes and visitors as required.

Monthly Recurring Appointment

1. Select the start date of your monthly recurring appointment

2. Choose Monthly from the drop down list

   

3. Select the frequency of the recurring appointment, for example, every 2 months

4. 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

5. 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.

6. Press Done to save.
   

   

7. Continue with your visitor appointment, adding notes and visitors as required.

End user Recurring Appointments

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:

Recurring Appointments for end users will be identifiable in the Visitor Appointments section by the Recurring Appointment icon.

Filter by Recurring Appointments

From the Appointments page on the Visitor Management System, you will be able to filter upcoming appointments to find all recurring appointments. This filter will allow for filtering on historical appointments (90 days from today) along with upcoming, pre booked appointments.

1. Open the Appointments screen

2. Select Filter > Recurring
   

   

3. The appointment list will show all recurring appointments, recognisable by the Recurring Appointments icon.
   

   

Recurring Appointment Information

Receptionists can easily view/determine which visitors are part of a recurring appointment on the Reception View.

Additional Information for the recurring appointment will be available through a single click within the reception view.

1. Open the Reception View

2. Locate the Recurring Visitor Appointment

3. Click the recurring appointment icon to view additional information about the appointment
   

   

FAQs