Recurring visits

Visits that repeat: one visit set to repeat in Add Visit, or a client’s whole week built at once with Build Schedule.

3 parts · 2 minSchedulingFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Visits are on the Scheduling page, in the sidebar.

    Two ways to repeat visits

    One visit that repeats, from Add Visit. Or a whole repeating week for one client, from Build Schedule.

    In the sidebar under Scheduling.

    On this page

    One visit that repeatsAdd Visit, on the When screen

    In Add Visit, turn on Make this a recurring visit. Choose how often, which days and for how long.

    See how shows:

    1. Add Visit On its When screen, turn on Make this a recurring visit.
    Read the guide
    A client’s whole weekBuild Schedule

    Mornings on weekdays and a bath on Saturdays, each with its own caregiver and time, all set up in one pass.

    See how jumps ahead to part 3: Build Schedule.

  2. 2

    Calendar settings

    Every tool for the calendar. Pin the ones you use to the toolbar, and the rest stay here.

    Scheduling, then Settings beside the toolbar.

    On this page

    Build ScheduleSet up a client’s repeating week

    Opens a form for one client’s whole repeating schedule.

    See how jumps ahead to part 3: Build Schedule.

    Keep it on the toolbarPin

    Press Pin beside any tool to put it on the toolbar above the calendar. It is saved for your login only.

    See how shows:

    1. Pin Puts Build Schedule on your toolbar.
    When a schedule runs outStanding schedules

    Once you have repeating schedules, this shows when each one ends, so you can extend it before the visits stop.

    See how shows:

    1. Standing schedules When each repeating schedule runs out.
  3. 3

    Build Schedule

    One client’s repeating week: who it is for, each visit pattern, and how long it runs. It shows what it will create before you press anything.

    Scheduling, Settings, then Build Schedule.

    On this page

    Who it is forThe client

    Pick the client, or leave it open while you plan.

    See how shows:

    1. Who is this schedule for? Pick the client.
    Each visit patternHow often, which days, what time

    Every week, every two weeks or monthly, on the days you pick, at a start time and length, with a caregiver and pay code. Add another pattern for a second kind of visit.

    See how shows:

    1. How often Every week, every two weeks or monthly.
    2. On these days Press each day, or Weekdays.
    3. Caregiver and pay code Or leave it open for someone to take.
    Read the guide
    How long it runsA month to a year

    Pick the start date and when it ends: one, three or six months, a year, or a date.

    See how shows:

    1. How long does it run? One, three or six months, or a year.
    See it before it is madeWhat this will create

    Lists the visits it will create, so you can check the days and times first.

    See how shows:

    1. What this will create Every visit it will make, before you make them.

At the end

Now you know how to set up visits that repeat

Watch next

SchedulingSchedule a visitAdd Visit, one screen at a time: the client, the caregiver, what the visit is, when and where, the details, then a draft or published.8 parts · 3 min
SchedulingBuild a weekPlan the week as drafts only the office sees, publish them when they are right, and send every caregiver their schedule.3 parts · 1 min