<      Repeat Services < Viewing Repeat Services by Date Range

 

Prior to running your repeat services, it is likely that you will want to see a particular date range over which you can add repeat services to your schedule, eg. a week, a month etc.

 

It is important that your date range doesn't overlap a previously run repeat, as you will want to avoid the possibility of duplicating services in the schedule.

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• Note: We recommend that you do not schedule work too far in advance into your schedule, but this may depend on your own procedures. If a client changes their future bookings, you will have to go into their schedule and delete any forward bookings made manually and this has the potential to be very time consuming. However, if your clients don't cancel often, you may wish to schedule repeat services months ahead.

ON DESKTOP:

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Navigate to Scheduler > Schedule > Repeat Services

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STEP 1

 

How do I view my Repeat Services report for any Date Range?

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• Select a "to" and "from" date range and click "Run Report.

  • You can choose any date range, eg. a day , a week, a month etc.

• The report will automatically display any repeat services available for that date range.

• Scroll down to view the report of repeat services that are "Ready to Run" and the report of how many have been "Already Run".

 

Note: You will also see an information panel detailing how many services can be run, how many have already been run, and any that are not covered by the date range selected.

        ON MOBILE

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STEP 1

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• Tap the Navigator, and select Scheduler > Schedule > Repeat Services

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​STEP 2

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How do I view my Repeat Services report for any Date Range?

​​

• Select a "to" and "from" date range and tap "Run Report.

  • You can choose any date range, eg. a day , a week, a month etc.

• The report will automatically display any repeat services available for that date range.

• Scroll down to view the report of repeat services that are "Ready to Run" and the report of how many have been "Already Run".

 

Note: You will also see an information panel detailing how many services can be run, how many have already been run, and any that are not covered by the date range selected.