Follow these steps
Step 1:
From the left navigation menu, click on Scheduler.
Step 2:
In the top-right corner, click on the dropdown arrow next to + Shift, then select Add in Detail.
Step 3:
Enter the required shift details, including the client, employee, shift date and time, location, and any other mandatory information.
Step 4:
Under Repeat Shift, toggle the option to Yes.
Step 5:
Select Monthly as the Recurring Type.
Step 6:
In the recurrence interval field, enter the number of months after which the shift should repeat.
-
- For example, if you enter 1, the shift will repeat every month.
- You can select a value between 1 and 3, where 3 is the maximum recurrence interval allowed.
Step 7:
Select the End Date until which you want the shift to repeat.
Step 8:
Enable the Publish Shift option if you want the recurring shifts to be published immediately.
Step 9:
Click on Create Shift.
Step 10:
A confirmation window will appear asking whether you want to publish only the current shift or publish the current shift and all future recurring shifts. Select the appropriate option and click on Submit.
Note:
- Once a recurring shift has been created, its recurrence settings—including the Recurring Type, recurrence interval, and End Date—cannot be modified, even if the shift is saved as a Draft. However, other shift details can be edited until the shift is completed or locked.