Scheduling Recurring Events

Efficiently schedule recurring events in Breeze ChMS with this comprehensive guide. Explore step-by-step instructions for setting up events that repeat regularly, ensuring streamlined event management and accurate scheduling. Whether it's weekly services, monthly meetings, or annual gatherings, this article empowers you to automate event creation and save time in your planning process. Discover now how to optimize your event scheduling with Breeze ChMS.

 

To create your recurring event:

  1. Go to the "Events" tab
  2. Click "Add Event" in the top right corner
  3. Check the "Event Repeats" box
  4. Decide how often the event should repeat
  5. Fill out all other information for the event
  6. Save Event 

Different types of recurring events

How to schedule an event once per month on a specific day of the week

If you have an event that occurs once per month on a specific day of the week, here's how you'll set that up: 

  1. Add Event
  2. Add in event details
  3. Click "Event Repeats"
  4. Choose Repeats "Custom"
  5. Choose Frequency "Monthly"
  6. Every 1 Month
  7. On the -> First -> Monday
  8. Set the end date of the event and the calendar.
  9. Finish by clicking "Add"

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How to schedule an event every day for one week

If you have a weeklong event then you can schedule it by following these steps:

  1. Add Event
  2. Add in event details
  3. Click "Event Repeats"
  4. Choose Repeats "Custom"
  5. Choose Frequency "Daily"
  6. Choose repeats every "1 Day"
  7. Set an end date either after, on a date or never
  8. Finish by clicking "Add"

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How to schedule a weekly event

If you have an event that happens every week on the same day of the week follow these steps: 

  1. Add Event
  2. Add in event details
  3. Click "Event Repeats"
  4. Choose repeats "Weekly"
  5. Finish by clicking "Add"

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How to schedule an event that happens twice per month (i.e. the 1st and 3rd Thursday)

If you have an event that happens twice per month, you have to create two separate events. 

  1. Add Event
  2. Add in event details
  3. Click "event repeats"
  4. Choose Repeats “Custom"
  5. Choose Frequency "Monthly"
  6. Every 1 Month
  7. On the -> First -> Monday
  8. Finish by clicking “Add”
  9. Repeat this event for the second time during the month that the event occurs.
  10. If you would like to merge the events (to have the event reports show up as one event) you can Contact Support to ask our agents to merge the events. Merging events cannot be undone so be sure that you want to merge the events! If these two events have attendance data already, the merged event will have merged the attendance into one report.

You can also use a Custom frequency that repeats on "Specific Dates" of your choosing. You can select the 1st and 3rd Thursday's for each month of the year. This is a workaround as to not have these events merged by Breeze Support.

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