Add optional recurring rule appointment types
pre purchase building & timber pest inspection require a option to change the recurring appointment job type to annual timber pest inspection (as pre purchase building inspection only happens once thereafter only the annual timber pest inspection is required)
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26 Mar, '25
Jackson Calderwood SystemHighlighted comment
"Add optional recurring rule appointment types" (suggested by <Hidden> on 2023-01-11), including upvotes (6) and comments (0), was merged into this suggestion. -
11 Jan, '23
Petersons MergedExample of case: initial appointment may be for appointment type X and Y but follow up recurring rule may only be Y.
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07 Oct, '23
Gordythe suggestion above would save a lot of work in not having to book a new job type from scratch if the option exists to be able to choose a different recurring type which differs from the origional job type
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23 Jul, '25
SarahI have thought the same but have found a way to make it work, I book the initial appointment under and create a reoccurring rule. I then go to the next appointment and change the appointment type and then update all future rules. I have found this helps.
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23 Nov, '25
SarahI would really like to see the option of having more than 1 reoccurring option, for example if we book a TPI and then a treatment is required, being able to still have the 1-year rule and then add another rule for the treatment and follow up so then it all remains on the same job and can go back under the same job to follow any reports etc instead of having to go back into the client and find the correct report. Same for if we are doing multiple treatments, to be able to set up different schedules under the one job.