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 for when you know in advance that a Client's service dates will be unique.

  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 overlay appears. 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, click the "X" in the corner of the overlay. You have completed your Custom Schedule.
  7. If you click Modify Schedule, a pop-up appears warning you about what will happen next. 

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  8. Click Confirm to take you back to the previous parameter overlay. Change parameters as needed then repeat steps 5-6.
  9. If "MANUALLY" is selected on the calendar overlay, you can now click dates on the calendar to select or de-select 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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