Recurrence editing

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    AM

    How are you currently adding a recurring visits Angela?

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    Amy De Klerk

    I'm a bit confused by this question - we are currently able to edit a single occurence in a series of recurrences without editing the others. can you please clarify? 

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    Regan Jones

    In regards to recurrences - it would be great when editing a recurrence (time or date) that the notes are maintained for the new recurrence.

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  • Hi Arif, 

    This article describes how you can create a basic recurrence: https://alayacare.zendesk.com/hc/en-us/articles/228106127-How-do-I-create-a-Recurrence-for-a-Client-

    If you're looking to create more complex recurrences, I'd recommend checking out this resource: https://alayacare.zendesk.com/hc/en-us/articles/115001006948-Complex-Recurring-Visit-Scheduling

    Once your recurrences are set up, you have several editing options, including the one mentioned above.
    Please feel free to let us know what you think of the recurrence editing options available and suggest ones you'd like to see in the future!

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  • Hi Amy, 

    That's correct, we do currently offer the option to edit a single recurrence by splitting multi-day recurrences. 

    We want to continue improving our recurrence editing, so if you have any suggestions for new functionalities that would help you better edit recurrences, we'd be happy to hear them! 

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