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Managing Repeating Bookings

Learn how to set up and manage repeating bookings for team members to simplify recurring schedules.

Updated over a week ago

If you have team members who regularly work on the same project weekly, monthly, or at other intervals, you can automate their bookings to repeat. This can save time and ensure consistency in scheduling.

Setting Up Repeating Bookings

1) Access the Resource Planner Module

  • Navigate to the Resource planner located in the Resourcing tab.


2) Create or Select a Booking

  • Either create a new booking or select an existing one that you want to set up for repeating.

3) Configure the Repeating Schedule

  • Open the three-dot menu in the upper right and select Repeat booking.

  • Define how often you want the booking to repeat and specify the number of occurrences.

4) Finalize the Booking

  • Once you've configured the repeating settings, click Create bookings to save the changes and for the new bookings to appear in your Resource planner.


Deleting Repeating Bookings

To delete repeating bookings:

1) Choose Deletion Option

When you attempt to delete a repeating booking, you will be prompted with a message offering several options. You can choose to delete either:

  • Only the selected booking

  • The selected booking and all subsequent bookings

  • All bookings in the repeating series

2) Select and Confirm

  • Choose the option that best suits your needs and click the Delete booking button to complete the process.

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