Installation Company ERP / CRM


How To Set a Recurring Meeting in the Diary

To do this:

  1. Double-click on the time and date you’d like to add the entry.
  2. Enter a title for the appointment and edit the date and time if necessary.
  3. Select how often you’d like to repeat the appointment by clicking the drop-down arrow.
  4. Select the date(s) you’d like the appointment to repeat on.
  5. Select whether you’d like the appointment to have an end date, you can choose the date using the calendar icon. Alternatively, you can end the appointment after it’s occurred a certain amount of times.
  6. Enter a description if required.
  7. Select who the appointment is for and the type, which in this instance is ‘Standard’.
  8. Select ‘Save’ when finished.

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