Recurring event are a powerful tool for businesses that need to schedule and manage regular activities, such as daily classes, weekly team meetings, monthly sales calls, or quarterly product launches. With Servv, you can easily create and manage recurring appointments, events, or webinars (for both online and in-person), and customize them to fit your business needs.
In this article, we will guide you through the process of creating recurring appointments, events or webinars using Servv.
Section 1: Creating a Recurring Appointment, Event or Webinar
To create a recurring event (same steps apply for appointments and webinars), follow these steps:
- From the Servv dashboard, click on the "Events" or "Webinars" tab in the left sidebar menu.
- Click on the "Create" button to create a new event.
- Enter details, including the title, description, and filters.
- Under the "Recurrence" section, select "Recurring"
- Choose the frequency, start date, and end date for the event.
- Select the days of the week, or specific dates, when the event should occur.
- Click "Save" to create the recurring event.
Section 2: Managing Recurring Appointments, Events or Webinars
Once you have created a recurring appointment, event or webinar, you can easily manage and customize it to fit your needs. Here are some tips for managing recurring events in Servv:
- Editing: To edit a recurring event, click on the event and then make changes to the event schedule as needed.
- Deleting: To delete a recurring event, click on the event in the dashboard and select "Delete Event." You can choose to delete the entire series or just one occurrence.
Recurring appointments, events or webinars are an essential tool for businesses of all sizes, and with Servv, creating and managing them is easy and efficient. By following the steps outlined in this article, you can schedule and manage recurring appointments, events and webinars with ease, ensuring that your business stays on track and organized.
Other articles to view for more information on appointments:
What are the fields in Create Appointment panel?