Enable Repeating Jobs
First you need to go to your settings page and enable “Repeating Jobs”.
Setup Your Repeating Jobs
Once that is done, you should see a new option on the Jobs tab called ”Repeating Jobs”
On the repeating jobs page, click “Add Repeating Job” and choose which template you want to use for the job. You will then be asked to give the repeating job a name (this is just so you can find it again if you ever need to edit it or delete it). In this example, let’s call it “John Smith Service”.
Please Note: Repeating jobs are 'based off' a job template at creation and yet they are not hard linked linked to a job template.
Next, you need to confirm when you want the jobs to be created and how often. You have a lot of flexibility here, including:
- every day
- every Tuesday
- every Monday, Wednesday and Friday
- every 3 days
- every other week on a Thursday
- every month on the 1st
- and combinations of the above…
For this example, I need the job to be done every Tuesday and Thursday. I also want the job to only be created two days before it is required so that it doesn’t clog up the worker’s schedule.
|Please Note: If you set the job to be created 0 days before, it will appear at 12.00 am on the day of the job if it has no start time.
If the job has a start time and is to be created 0 days before we will create the job at the start time on the day. This is so we create the job at the latest possible point with 0 day set.
From here on in, it’s just like creating a regular job; you can choose the customer, you can choose the worker, you can choose the start time, as well as filling in any required steps or custom field information.
Once you’re done, click the “Save Repeating Job” button. When you do, your repeating job will appear on the index page showing you when the next job will be scheduled for.