Recurring Appointment

Creating a recurring appointment in SEQTA - Sami Lowcock

Instructions

Fortnightly Appointment Example

  1. Begin by creating the appointment

     

  2. Once created, clone the appointment by clicking the double circle button in the top right-hand corner.

     

  3. Set the source to the Sunday before you would like to schedule the first appointment (e.g. if the appointment will be on the 10/3, set the date to 08/03) and the Saturday of the week after (e.g. 21/03).

     

  4. Set the target date to the Sunday after the last source date (e.g. 22/03) and the Saturday after the last day you want to schedule the appointment (e.g. if the last appointment will be the 6/04 set the target date to 11/04).

     

  5. Save

Weekly appointment

  1. Follow steps 1 & 2 as above

  2. Set the source date to the Sunday before you would like to schedule the first appointment. (e.g. 29/03 if the appointment is 31/03) and the Saturday of the same week (e.g. 04/04).

     

  3. Set the target date to Sunday after the last source date, and the Saturday after the last day you would like the appointment scheduled.

    Note: Setting up a monthly, termly etc. meeting is the same as the fortnight. Just set the source time to the length of time needed. i.e. if a month, it would be four weeks instead of two.

    Example of a monthly source

 

 

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