TREAT - Scheduling
Recurring Appointments
Overview
Recurring appointments work much like Outlook. When creating the appointment, change Recurring to Yes and select the frequency that applies to the series.
CREATE a Recurring Appointment
- Click on the desired date and time in the calendar to create a new appointment.
- Change the Recurring option to Yes to create a recurring appointment series.
- Select the recurrence frequency and define the recurrence pattern as required (for example, daily, weekly, or monthly).
- Complete any remaining appointment details and SAVE.
Broken Links in a Series
When one future appointment in a series is changed, that appointment becomes a broken link and is no longer part of the series.
Changing the appointment time, worker, attendance status, or adding another client defines a future appointment change.
Example. If Bob has an appointment every Friday at 2 p.m. and the March 28 appointment is changed to 4 p.m., that date stays at 4 p.m. even if the rest of the future series is later changed to 3 p.m.
Training Video
Working with Recurring Appointments - User Instructions | Author: Michael Marchese | 2026-07-17
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