Repeating jobs and planned dates

A repeating job books the same visit again on a pattern, such as a yearly re-check or a fortnightly service. The next few weeks are booked as real jobs. Dates further ahead show as Planned until they get close.

Who it is for: Business accounts that can change the schedule. A viewer sees repeats and Planned dates but cannot change them.

How to do it

1. Open Schedule, press Add job and choose the customer, the date and the time. Under the time, choose Repeat: every week, every 2 weeks, every month, every 3 or 6 months, every year, or every number of days.
2. Choose when it Ends, or leave it on Never. The note under Repeat says how many weeks ahead jobs are booked. You can change that under Hours and days off, Book ahead (weeks).
3. Once you choose a repeat, two boxes appear. Remind the customer the day before each visit and Email the customer to confirm this regular visit both start unticked, and both need an email address on the customer's page. See What the customer is sent.
4. To repeat a job you already have, open it and press Make this repeat. You can also start from a property (Add a repeating check) or a customer (Make it repeat).
5. Dashed cards marked Planned are dates that are not booked yet. Tap one to Book this one now, Skip this one, Pause repeat, or Change every one after this. Booking, skipping and pausing can be undone for a few seconds.
6. To skip a job that is already booked, open its person's day on the Schedule (tap their initials), press the repeat button on the job and choose Skip this one. The job is cancelled and does not come back; the other jobs of the repeat stay as they are. Undo is there for 8 seconds.
7. To pause a repeat, choose Pause repeat, pick the day to pause until, and check the note: no new jobs are booked until then, and booked jobs that you have not moved, changed or told the customer about come off your schedule. Jobs you have moved, changed or told the customer about stay. Pause repeat and Resume repeat are also on the job page. Resume repeat books jobs again where the repeat's pattern puts them. Nothing is emailed when you pause or resume.
8. You can drag a Planned card onto another day in the week or the month, or open it and press Move to another day. That books the job on that day and marks it as moved by hand. Moving a job that repeats keeps its place in the repeat and marks it as moved by hand too.
9. When you change a job that repeats, choose Just this one or This one and every one after it. Jobs already done, moved by hand, or that the customer was told about stay as they are.
10. To end it, open a job that repeats, press Stop repeating, and choose whether to also cancel the booked jobs still to come. Owners, admins and the person who made the repeat can stop it.

What it does not do

• A repeat never emails the customer on its own. The two boxes are the only way, and they start unticked.
• A reminder is not sent to a customer with no email address or one who has unsubscribed.

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