> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create recurring appointments

> Schedule repeating customer visits or internal tasks so your team does not have to recreate the same event every week.

## What you will accomplish

You will turn on **Recurring Event** when creating a visit so the same work appears on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) again and again—without retyping each date by hand.

**Expected outcome:** Future dates show on the calendar automatically. When one visit moves, you can change **only that day** or the **whole series** using the prompt the app shows after you save.

Use this guide when the same work should happen **again and again**—weekly storage check-ins, monthly battery service, standing detail appointments, or regular dealer transport runs.

## When to use recurring appointments

* A customer has a **standing weekly or monthly visit** (storage check-in, battery service, wash).
* Your team runs the **same internal task** on a fixed rhythm (bay prep, inventory walk-through).
* You want future dates on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) **without re-entering** each visit by hand.

## Before you start

* Know the event type, customer or vehicle, first date, and start time.
* Know how often the work repeats (every week, every two weeks, monthly, and so on).
* Know when the series should stop — many teams use a date three to six months out and extend later.
* Confirm the first appointment time is correct before saving — notifications may use that time.

## Create the recurring series

**1. Open Schedule and start a new event**

Go to [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and click **Schedule Event**.

**Expected result:** The **Create New Event** form opens.

**2. Fill in the normal event details first**

Choose the **Event type**, vehicle or customer, assignee (team member or **vendor**), date, time, and notes the same way you would for a one-time appointment.

See [Create an appointment](/docs/schedule/create-an-appointment.md) if you need help with those fields.

**3. Turn on Recurring Event**

Find **RECURRING EVENT** at the bottom of the left column. Turn the switch **on**.

If the repeating work has no customer arrival time (for example a weekly battery tender walkthrough), also turn on **All day** on the right. See [Create an all-day event](/docs/schedule/create-an-all-day-event.md).

**Expected result:** Extra fields appear for repeat frequency, days of the week (for weekly repeats), and an end date.

**4. Choose how often it repeats**

Open the **Repeat** dropdown and pick the pattern that matches your shop:

* **Daily** — every day (rare for vehicle storage, but useful for short internal tasks).
* **Weekly** — same day each week.
* **Every 2 weeks** — every other week.
* **Monthly**, **Quarterly**, or **Yearly** — longer service cycles.

**Expected result:** The form matches how your team talks about the work (“every Tuesday” or “first Monday of the month”).

**5. Pick days of the week when needed**

For **Weekly** or **Every 2 weeks**, tap the day letters (**S M T W T F S**) for each day the event should happen.

Leave the days empty if the event should repeat on the **same weekday as the first date** you picked.

**Expected result:** Only the days you selected will get events in the series.

**6. Set the Until date**

In **Until**, choose the last day the series should run.

**Why this matters:** The series stops creating new events after this date. You can create a new series later if the customer renews.

**Expected result:** Your team knows the repeat pattern has a clear end instead of running forever by accident.

**7. Click Create Event**

Review the first date, repeat pattern, and end date. Click **Create Event**.

**Expected result:** The first event appears on the calendar, and future dates in the series are created according to your repeat rules.

![Create New Event form with Recurring Event enabled showing repeat frequency, days of the week, and Until date fields](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-recurring-form-populated.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=8f9c6d970582563c733eb9cc64a54b21)

*Turn on **Recurring Event** after the main details are correct. Set how often the work repeats and when the series should end.*

## Good examples of recurring work

> [!NOTE]
>
> **Weekly battery maintenance** for stored vehicles — same weekday, same bay, 30–45 minutes.
>
> **Monthly wash and inspection** for VIP storage customers.
>
> **Standing dealer transport** every other Tuesday for a consignment vehicle.
>
> **Internal bay prep** every Friday morning (facility-only event type).

> [!TIP]
>
> **Pick an end date on purpose**
>
> Many teams set **Until** three to six months out, then extend the series when the customer renews. An end date prevents “forever” appointments from cluttering the calendar if a customer leaves storage.

> [!NOTE]
>
> **When not to use recurring**
>
> Use a **one-time** appointment when the customer books a single visit (one detail, one pickup). Use recurring only when the same work truly repeats on a pattern. One-off reschedules are easier to manage as single events.

## See the series on the calendar

After you save, switch the calendar to **Week** or **Month** view (open **Filters & Settings** if you need to change the range).

![Schedule month view showing multiple appointments across the month including dealer service, internal service, and transport events](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-month-view-populated.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=32a82156cd98c48cb7ebc99c8f23311d)

*A healthy recurring series shows the same type of work on multiple days. Switch to **Month** in **Filters & Settings** to see the full series at once.*

**Expected result:** You can spot repeat visits at a glance. If a date is missing, open **Create New Event** again and confirm the **Until** date and repeat pattern.

## Change or stop one event in a series

Later, if only **one** date needs to move or cancel, open that event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and follow [Update, assign, or reschedule an event](/docs/schedule/update-assign-or-reschedule-an-event.md) or [Cancel or delete a scheduled event](/docs/schedule/cancel-or-delete-a-scheduled-event.md).

**1. Open the occurrence on the calendar**

Click the event for the date you want to change (not a different day in the series).

**Expected result:** The event details panel opens for that specific visit.

**2. Choose Edit Event or Cancel**

Use **Edit Event** to move the time, assignee, or notes. Use **Cancel** when that visit will not happen.

**Expected result:** The app may show a question about the **whole series** before it saves.

**3. Read the recurring event question**

After you click **Save Changes**, a window titled **Edit recurring event** may appear.

It asks whether to change **only this event** or **all events in the series**. Read it slowly before you click.

**Expected result:** You understand how many future visits will change before you confirm.

**4. Choose Only this event vs All events in the series**

* Choose **Only this event** when one customer visit moved but the rest of the repeat pattern stays the same.
* Choose **All events in the series** only when the repeat rule itself is wrong (wrong weekday, wrong end date, wrong time for every future visit).

**Expected result:** You changed the smallest number of future appointments needed.

![Edit recurring event dialog asking whether to change only this occurrence or all events in the series](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-recurring-series-edit-dialog.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=95770374a4c371770d31451c2c7ac0df)

*When you change a recurring visit, this window protects the rest of the series. Use **Only this event** for one-off moves.*

![Edit Event form on Schedule showing date, time, assignee, and notes for a scheduled visit](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-edit-event-populated.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=03a7066d4c4e55c4a1e276518a39e3f0)

*When you edit a recurring visit, save only after you confirm whether the change applies to one date or the full series.*

> [!WARNING]
>
> **Read the series prompt slowly**
>
> Choosing **All events in the series** can move or cancel many future appointments at once. Use that option only when the whole repeat pattern is wrong, not when one customer visit changed.

## What success looks like

* Future dates in the series appear on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) without manual re-entry.
* Each occurrence shows the correct customer, vehicle, and event type.
* Staff can still change a single date without breaking the whole series when plans shift.

## Troubleshooting

> [!WARNING]
>
> **I do not see Recurring Event**
>
> Recurring setup is available when staff create events from the dashboard. If the switch is missing, ask a team admin whether your role can create scheduled work in [Settings → Team](https://www.carstoragesoftware.com/dashboard/settings/team).

> [!TIP]
>
> **Some dates in the series look wrong**
>
> Open one occurrence and use **Edit Event** to fix the time or notes. If the whole pattern is wrong, edit with care and choose whether the change applies to one event or the full series.

## What to do next

* Repeat work with no arrival time: [Create an all-day event](/docs/schedule/create-an-all-day-event.md).
* Find events quickly with [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work.md).
* Track daily completion in [Track work in the Progress view](/docs/schedule/track-work-in-progress-view.md).
* Return to [Schedule overview](/docs/schedule/overview.md).


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