Define pattern and range for recurring meetings
Define the pattern for a recurring meeting to describe how often to schedule this meeting. Define the range for a recurring meeting to set during which date period to schedule this meeting.
NOTE It is not possible to change or delete one occurrence of a recurring meeting. If one of the occurrences of the meeting is deleted, all occurrences are deleted. If you move the start time of the meeting from 10:00 to 11:00, all occurrences of the meeting are moved to 11:00. If you need that type of flexibility, an alternative is to create one meeting and copy it to other days.
Prerequisites
This feature is available to Calabrio GovSuite users.
- You have the Schedules permission.
- You have the Global functions > View schedules permission.
- You have the Global functions > Modify meetings permission.
- You have started planning a meeting. See Plan meetings in the client.
Page location
This functionality can be accessed from different locations.
- Client > Schedules > Add meeting
- Client > Schedules > Meeting overview > Add
- Client > Schedules > Open schedule > Create meeting
Procedures
Define the recurrence pattern and range
- Click Recurrent meeting.
- Adjust the Appointment time if needed. The meeting is always scheduled at this time. To schedule a meeting with varying start times, you must create multiple one-time meetings instead of using the recurrence function.
- Define how often to schedule the meeting with a Recurrence pattern.
- For a daily pattern, select Daily. Enter the frequency, for example 1 to schedule the meeting every day or 2 for every other day.
- For a weekly pattern, select Weekly. Enter the frequency, for example 1 to schedule the meeting every week or 2 for every other week. Select the check boxes to define on what days of the week to schedule the meeting. You can select more than one day, for example to schedule a meeting every Monday and Thursday.
- For a monthly pattern, select Monthly. To schedule the meeting on a specific date, for example the 1st day of each month, enter the date and the frequency. To schedule the meeting on a specific day of the week and a specific week of the month, for example the fourth Friday each month, select the week, day of week and enter the frequency.
- Enter a start date and an end date to define the Recurrence range. The maximum range for recurring meetings is 6 months.
- Click OK.
Remove recurrence for a meeting
- Open the meeting.
- Click Recurrent meeting.
- Click Remove reccurence.
- Click OK. When saved, this meeting is now only scheduled once.
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