Recurring Diary Appointments

Introduction:

This article describes the new "Recurring Activities" feature in Loop Software, which allows users to schedule recurring calls, tasks, or meetings directly from the diary.

Feature Overview:

Recurring activities enable users to set up events that repeat on a regular schedule, such as daily, weekly, monthly, or annually. This feature is accessible when creating a new diary entry for a call, task, or meeting.

Creating a Recurring Activity:

1. Access the Diary: Navigate to the diary section within Loop Software.
2. Create a New Event: Initiate the process of creating a new call, task, or meeting.
3. Set the Date and Time: Specify the start date and time for the initial event.
4. Enter the Title: Provide a descriptive title for the activity (e.g., "Morning Meeting," "Health & Safety Checks," "Vendor Update Call").
5. Select Recurrence:Use the "Recurrence" dropdown menu to choose the desired repetition pattern:
   • Daily: Repeats every day.
   • Weekly (on a specific day): Repeats on the selected day of the week.
   • Annually: Repeats on the same date each year.
   • Every weekday: Repeats every monday to friday.
   • Custom: Allows for more flexible recurrence settings (e.g., every three months).
6. Set Reminders: Configure in-app and/or email reminders to notify attendees before the event.
7. Add Attendees: Include the relevant individuals or contacts for the activity.
8. Save the Activity: Save the event to automatically populate the diary with the recurring schedule.

Recurrence Options:

• Daily:
  • Example: A daily morning meeting.
• Weekly:
  • Example: Weekly health and safety checks on Wednesdays.
• Annually:
  • Example: Annual birthday reminders.
• Every weekday:
  • Example: Morning meeting every weekday.
• Custom:
  • Allows users to define specific recurrence intervals, such as every three months.
  • Provides options to set an end date or limit the number of occurrences.
  • Example: Vendor update calls every three months.

Using Recurring Activities in Property Appraisals:

• Recurring activities can be created within property appraisal files to schedule follow-up actions.
• This is particularly useful for setting reminders to contact vendors for updates at regular intervals.
• Example: Scheduling a recurring call to a vendor every 3 months for an update on their property appraisal.

Ending Recurring Activities:

• Recurring events can be configured to continue indefinitely or end after a specific date or number of occurrences.
• Users can manually update or delete recurring events as needed.

Support:

For any questions or assistance regarding the Recurring Activities feature, please contact Loop Software support at support@loop.software