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.

Recurring appointments save time because Car Storage Software creates the series for you instead of asking a staff member to copy the same event manually.

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 without re-entering each visit by hand.

What you will accomplish

• Turn on Recurring Event when creating a new scheduled item.
• Choose how often the event repeats and when the series should end.
• Save the series so future dates appear on Schedule.

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 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, date, time, and notes the same way you would for a one-time appointment.

   See Create an appointment if you need help with those fields.

3. Turn on Recurring Event

   Scroll to the Recurring Event section at the bottom of the form. Turn the switch on.

   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.

Good examples of recurring work

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).

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 and follow Update, assign, or reschedule an event or Cancel or delete a scheduled event.

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.

What success looks like

• Future dates in the series appear on 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

What to do next

• Find events quickly with Find and filter scheduled work.
• Track daily completion in Track work in the Progress view.
• Return to Schedule overview.