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How to create a recurring appointment

Dec/14/2004



Creating a recurring appointment in Tradepoint is simply. 

  1. Create a new appointment on the first day that the appointment occurs. Set the details of the appointment as if you were create a single appointment.
  2. Below the Time From and Time To fields you will find the Type dropdown list. In this list you will find the available options for how this appointment will recur. Select the method which matches the schedule of your appointment. The full list of options can be found below.
  3. When you choose an item from the list, a new field will appear to the right labelled Repeats. This is the number of times that the appointment will be repeated, not counting the master appointment (8 weekly appointments = 1 original appointment + 7 repeats).

With those two fields you can create a wide range of recurring appointments. 

 

Recursion Types

  • Single Appointment: This is a single appointment and will not recur.
  • Daily: Every day.
  • Week-Daily: Every week day (Monday - Friday).
  • Weekly: Every week, on the same day of the week.
  • Bi-Monthly: Every two weeks from the date of the original appointment.
  • Monthly: Every month from the date of the original appointment.
  • Semi-Monthly: Every two months from the date of the original appointment.
  • Quarterly: Every four months from the date of the original appointment.
  • Twice a Year: Every six month from the date of the original appointment.
  • Yearly: Every year from the date of the original appointment.


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