Setting Recurrent Planner Events
A recurrent event is an event that repeats over multiple days, weeks, months, or years. An example of a recurrent event is a rental payment. You can set up recurrent events in the Planner.
Add a New Event
- To add a new Event, go to the Planner screen
 .
- Click on the Add Event button
 .
- The Event Details screen displays.
- Complete the Event Data by typing or selecting the information into each field. If a data field is yellow, that data is required for the Event record. If a data field is white, that data is optional.
- When all the data required/available is entered, click OK.
- The Event data is saved. The Event is assigned to the selected Property and displays in the Event screen. The Event will be added to the Planner calendar at the required recurrency intervals.
Recurrency Values
Settings Tab
Recurrency Pattern
Select one of the following:
- None
- Hourly
- Daily
- Weekly
- Monthly
- Yearly
- Pattern Details
Select an Interval Value (1, 2, 3) and enter the recurrency details. These details vary based on the type of recurrency you choose.
Range
Set up the range of the event recurrency by selecting one of the following options:
- Infinite
- For X occurrences
- Until X date
Exceptions
Set up any Exceptions, i.e., times when the recurrent message should not be activated or prompted, for example, a holiday or leap year day. Select the To and From date and time. You can use the buttons to add or remove exceptions, or Clear all exceptions. |
