Create Custom Schedule for a Recurring Job

When you create a Recurring Job, one of the Schedule options is to "Create Custom Schedule." The option is exactly as it sounds. You can create a schedule that will only be used for one Job with one Client. A Custom Schedule is useful when you know in advance that a Client's service dates will be unique.
To create a custom schedule, follow these steps:

  1. Navigate to a Client Account.
  2. Click Add > Add a Recurring Job

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  3. On the New Recurring Job overlay, select Create Custom Schedule from the Schedule list. 

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  4. An Edit Schedule dialog will appear. Set any parameters you would like for the Custom Schedule. 

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  5. Click Show Schedule on Calendar. A calendar overlay appears with selected dates darkened. 

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  6. If "AUTO-RENEW" is selected and the displayed dates are correct, you have completed your Custom Schedule. Click the "X" in the corner of the dialog to close it. 
  7. If you click Modify Schedule, a pop-up will appear to warn you. 

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  8. Click Confirm to go back to the previous dialog so you can change the parameters as needed. 
  9. If "MANUALLY" is selected on the Edit Schedule dialog, you'll be able to select or de-select dates on the calendar as needed. A red message appears alerting you that your schedule will NOT auto-renew. 

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Note: You will not see Upcoming Job dates in the Job overlay until the Job has been saved. 
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