How to Schedule Recurring (Repeating) Offerings or Events

Managing your schedule becomes much easier when you can set up recurring events instead of manually creating each session. This guide will walk you through adding single and recurring events to your schedule, helping you plan sessions for weeks, months, or even an entire year in just a few clicks.

If you want to set up recurring Appointments, visit this help article.

Setting Up Event Recurrence

Understanding Repeating Events vs. Event Series

Important Note: Repeating events and event series serve different purposes:

• Event Series: Groups sessions together where registering for one automatically books clients into all sessions in the series
• Repeating Events: Duplicates individual events across your schedule for easier planning—clients register for each session separately or in a bulk if they want to

Enabling Repeat Settings

1. Navigate to your Schedule
2. Select the day when the event will start
3. Click the Plus Icon to add new event (or Edit an existing event to apply the same settings)
4. Choose your offering from the dropdown list
5. Adjust the event details (time, duration, etc.)
6. Click on the "Repeat" option
7. Select your preferred recurrence pattern: Weekly, Monthly, or Daily
8. Decide on incurrence and an end date of this pattern.

Weekly Recurrence

1. The system defaults to "Weekly" recurrence
2. Your starting day (e.g., Friday) is automatically selected
3. Check additional days when this event should occur
4. Set the repeat frequency (every week, every 2 weeks, every X weeks)

Use Case for Multi-Week Intervals

This feature is helpful for:

• A/B scheduling patterns (alternating weekly schedules)
• Sessions that run every 2 or 4 weeks
• Rotating class formats

Monthly Recurrence

1. Select "Monthly" from the recurrence type
2. Set the interval (every month, every 2 months, every 3 months, etc.)
3. Choose your scheduling preference:
   • By date: Always occurs on a specific day number (e.g., the 30th of each month, if available)
   • By day of week: Always occurs on a specific weekday position (e.g., last Friday of each month)

Daily Recurrence

1. Select "Daily" from the recurrence type
2. Set the interval (every day, every 2 days, every 3 days, etc.)

Best For: Sessions that don't depend on specific weekdays but need regular frequency.

Editing Individual Instances

Making Changes to a Single Session

1. Navigate to the specific session you want to modify
2. Click "Edit"
3. Make your changes (e.g., adjust start time from 6:00 PM to 6:30 PM)
4. Click "Save"
5. Choose whether to notify registered clients
6. Select which instances to update:
   • This session only: Changes apply to just this one occurrence
   • This and all future instances: Updates this session and all future ones through the end date

Example Scenario

If your one session needs to start 30 minutes later than usual:

• Edit only that date's instance
• Change the time from 6:00 PM to 6:30 PM
• Select "This session only"
• The Friday sessions and future Sunday sessions remain at their original times

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