Schedule
Learn about creating Recurring Schedules for Appointments
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User Guide
Learn about creating Recurring Schedules for Appointments
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Maica scheduling allows you to create a recurring schedule for your new . Recurring Appointments happen on a regular schedule and Maica will create these based on the populated information from completing the following fields:
Schedule Start
Data
The Start Date of the Recurring Appointment.
Schedule End
Data
The End Date of the Recurring Appointment.
Frequency
Picklist
This enables the selection of the following values: Daily, Weekly, Monthly, Quarterly, Annually
Repeat Every
Number
This captures the interval based on the Frequency, for example if Weekly is selected, then the number 2 means Every 2 weeks.
When setting up a new recurring Appointment Schedule, you can control which attributes are copied from the Master Appointment to each generated Appointment. This provides greater flexibility when planning recurring services, especially if Participants or Resources aren’t confirmed at the time of setup.
In the Schedule section, you’ll see the following checkboxes:
Inherit Participants
Inherit Resources
Inherit Checklists
Ticking a box means the selected attribute will be copied from the Master Appointment to each Appointment in the series.
When making Recurring Appointments, you have two more configurable options.
If you create a Recurring Schedule by End Date and Public Holidays fall within the specified dates, the Public Holidays will be skipped and the number of appointments in your schedule will be reduced by the number of Public Holidays within the specified dates.
The scope of your schedule can also be determined by inputing the Number of Appointments desired within your recurring schedule (This is a configurable alternative to determining the scope by End Date). If the Number of Appointments is selected, Maica will automatically provide an End Date based on the Start Date, Frequency and Repeat Every fields. To toggle between End Date and Number of Appointments, click the hyperlinked text under the field box.
When creating a Recurring Appointment Schedule, Maica calculates the projected cost of the schedule and generates a breakdown like the following:
The cost calculation is triggered by clicking the Calculate Cost Breakdown hyperlink. The breakdown will contain all appointments that fall inside the schedule, including their day of the week, and will provide the following budgeting data:
Top Left
Top Right
Bottom Left
Bottom Right
When this is toggled on, Maica will exclude any that falls on a Public Holiday from your Recurring Schedule.
If you create a Recurring Schedule by and Public Holidays fall within your schedule, the Public Holidays will be skipped, but the will remain constant, and the End Date will be extended accordingly.
Maica will alert you if a Public Holiday falls within your schedule. For more information on how to configure Public Holidays within your organisation, click .
Time of day is being held.
Total cost of the individual .
Total amount of the that has been utilised for the specified service to date as a result of the Recurring Appointment Schedule.
Total budget remaining within the at the time the appointment has taken place.
These costs are calculated based on the selected Price List or inputted cost.
When the Total Remaining or the Appointment Cost amounts are shown in red, it means that there are insufficient funds in the selected to cover the scheduled Appointments. Hence, it is unlikely that payment/claiming/invoicing will be successful.
When the budget data does not show, it means that there is no for the selected .
