Recurring events

Use recurring events to schedule something that repeats, such as a weekly team meeting or a monthly training, without adding each instance by hand. One recurring event can repeat on a custom pattern, such as every Monday or the first Friday of each month, and appear on many people’s schedules at once.

To create one, go to Schedule > Staffing timeline.

How recurring events work

• Recurring events are added straight to the schedule you’re viewing, usually your primary schedule, when you select Save to schedule or Save changes. You don’t need to select Save on the Staffing timeline afterward.
• Save any other changes on the Staffing timeline first. If you have unsaved changes, the recurring event dialog asks you to save or discard them before you continue.
• Each recurring event uses the time zone you choose when you create it, so a 9:00 AM meeting stays at 9:00 AM local time when daylight saving time starts or ends. See Daylight saving time.
• Under Keep customized events, recurring events are placed around events that were created or changed by hand, such as time off and Google Calendar events, and replace only automated events they overlap, such as events from templates.

Create a recurring event

Add recurring event is in the toolbar above the schedule.

1. Start the event in one of two ways:
   • Select Add recurring event in the toolbar.
   • Drag across an agent’s row to start a new event, then select Add recurring in Add a new event.
2. In Add recurring event, choose the Event type, and optionally enter a Description.
3. Under Select participants, select Add specific agents… to choose people, or add everyone who matches your current filters.
4. Set the Start time, End time, and Time zone.
5. Under Repeats…, choose how often the event repeats, such as Every weekday (Monday to Friday), a weekly or monthly pattern, or Custom.
6. Set the date range to add the recurring events to.
7. Under Event conflicts, choose how to handle existing events (see the table below).
8. Select Save to schedule.

The events appear on each participant’s schedule for the date range you chose.

Edit a recurring event

Select an instance of the recurring event on the schedule to open its details. What you do next depends on the change.

Change the whole recurring event

To change details such as the participants, repeat pattern, or date range:

1. In the event details, select Edit recurring event details….

   

2. In Modify recurring event, make your changes.

3. Select Save changes.

The existing instances of the recurring event are replaced with the updated ones.

Change the start or end time

1. In the event details, change the Start time or End time.
2. Select Update event….
3. Under Modify…, choose Just this event instance or All future events.
4. Under Modify this event for…, choose just this agent or all agents.
5. Choose an Event conflicts option. These work the same way as when you create the event.
6. Select Save changes.

Change one instance for one agent

Drag the event on the Staffing timeline, then select Save. Other instances of the recurring event don’t change.

Delete a recurring event

Important: Deleting All future events for All agents removes the recurring event from every participant’s schedule from that date on. Choose the narrowest option you need.

1. Select an instance of the recurring event on the schedule.
2. In the event details, select Delete. Delete recurring event opens.
3. Under Delete…, choose Just this event or All future events.
4. Under Delete this event for…, choose just this agent or all agents.
5. Select Delete and save changes.