Create periodic appointments on predetermined days as recurring appointments. When creating an appointment, you will find the drop-down menu Recurring, where you define the appointment to be recurring and select the recurrence rules (see Create appointments und Fill appointment details).
The following scenarios are ideal for using recurring appointments:
- Weekly or monthly appointments, e.g. meetings for field reps in the company headquarters or telephone conferences.
- Customers who need to be visited regularly (e.g. every other week) on a particular weekday.
- Public holidays that recur on the same dates every year.
The end date of a recurring appointment is optional, i.e. if you do not enter an Until date, the recurring appointment will be repeated until you delete it. For technical reasons, recurring appointments are displayed in the calendar only for the following 12 months. However, you need not take care of their prolongation, they are extended automatically.
If you want to edit a series or a single appointment of a series, click Calendar and select the appointment you want to edit. Click Edit series or Edit appointment depending on whether you want to change the whole series or just this one appointment from it.
To delete individual appointments or the series, go to the calendar. Click the appointment to be deleted from a series and select Delete appointment. If you want to delete the whole series, click Delete series. After a confirmation prompt, the appointment or the series is deleted.
Series details page
Open the appointment details page for the series by clicking on the appointment and then on Open appointment. It gives you an overview of the settings for the appointment series and offers the following editing options:
- Click on one of the pencil icons to edit the details of the individual appointment (This occurrence) or the entire series (Whole series).
- Click on Actions and select Delete appointment:
- This occurrence only deletes the individual appointment.
- This and following occurrences ends the series from this appointment on.
- Whole series deletes all appointments in the series.
- Click on Actions and select Exclude appointment from schedule:
- This occurrence only excludes the appointment in question. The other appointments in the series are still taken into account for the route planning.
- Whole series excludes the whole series from the route planning. These appointments are not taken into account by portatour® when calculating the schedule.