How do I schedule/edit recurring sessions?

Support Center > Getting Started

Published 01/18/2021 at 5:21am UTC

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Details

This article walks you through the process of how to schedule or edit a recurring session schedule.

 

When you have a recurring session, this means that when the current session expires (the evening when the date passes), a new session will automatically be created according to the recurring sessions schedule, and new invites sent out.

 

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Answer

 

 

Create a recurring session

1. Click "Manage" and select "Add Recurring Sessions". 

Manage -> Add Recurring Sessions

 

2. This will expand an area at the top of the session panel. 

Example of recurring session panel

  • Start Date: The default start date will be the date of the current session. This can be edited if you would like recurring schedule to use a different start date instead. 
  • Repeat every X [Day/Week/Month]: The default recurrence schedule will be weekly ("1 Week"), but you can edit this to select a different number, or use the unit "Day" or "Month". 
  • Repeat On: If "Week" is selected, then you can also select the specific days of the week. If "Month" is selected, you can specify which day of the month the recurring session should take place. (If "Day" is selected, then there is no "Repeat On" section.)
  • End
    • Never: Have the meetings continue to recur with no set end date. 
    • On: No meetings after this date will be created on this recurrence schedule.
    • After X sessions: Have the meeting recurrence schedule end after X sessions have been created through it. (This number INCLUDES the current session.)

 

3. After you have made your edits, click on the "Save" button to save your changes. (If you exit without saving, changes will be discarded.)

 

 

Edit a recurring session schedule

You can edit a recurring session schedule to determine when new sessions are created again. 

1. Click the description of the recurrence schedule at the top of the session panel, OR click on "Manage" -> "Edit Recurring Sessions". 

Arrow pointing at the description of the recurrence schedule, as well as the Manage and then "Edit Recurring Sessions" item

 

2. This will expand the Recurring Session panel, where you can edit any of the fields, and then click "Save"to save changes. This will save the changes and cause the Recurring Session panel to retract. (Click "Cancel" to cancel your edit, or click the description again to cause the panel to retract without saving any changes.)

  • Edits will be reflected in the calendar to the right, but will only be saved if you click "Save". 

Arrow pointing at the "Save" button

 

 

Remove a recurring session schedule

1. Click the description of the recurrence schedule at the top of the session panel, OR click on "Manage" -> "Edit Recurring Sessions". 

Arrow pointing at the description of the recurrence schedule, as well as the Manage and then "Edit Recurring Sessions" item

 

 

2. Click on the "Remove Recurring Sessions" button. 

Arrow pointing at "Remove Recurring Sessions" button

 

 

3. A confirmation pop-up will appear. Click the "Confirm" button to proceed with removing this recurring session. 

Arrow pointing at "Confirm" button

 

 

Add an upcoming session to a recurring schedule

1. Click the description of the recurrence schedule at the top of the session panel, OR click on "Manage" -> "Edit Recurring Sessions". 

Arrow pointing at the description of the recurrence schedule, as well as the Manage and then "Edit Recurring Sessions" item

 

 

2. Tap any 'blank' (gray) square on the calendar on the right. (In this example, we've clicked on the square for February 9.)

Arrow pointing at random square on calendar (February 9 as example) 

 

3. A pop-up will appear with the time of the current session pre-filled, but with an option to edit the time selected. Click the "Ok" button once you have set the correct time.

Add a Recurring Session modal

 

4. The square will fill with light pink and show the time of the added session, with a plus icon to indicate that a session has been added on this date, even though it falls outside of the usual recurrence schedule. Click on the "Save" button to save these changes. (If you exit without saving, changes will be discarded.)

Arrow pointing at new session, and Save button

 

 

Change the time for an upcoming session in a recurring schedule

1. Click the description of the recurrence schedule at the top of the session panel, OR click on "Manage" -> "Edit Recurring Sessions". 

Arrow pointing at the description of the recurrence schedule, as well as the Manage and then "Edit Recurring Sessions" item

 

2. Click on the light green square (scheduled session) or light pink square (added session) for the session that you would like to edit. (In this example, we've clicked on the square for February 15.)

Arrow pointing from "Future Sessions" in the legend to February 15 square

 

3. A pop-up will appear with the option to remove this recurrence, or change the time. Click the drop down to change the time of this selected session. Click the "Ok" button once you have set the correct time.

Arrow pointing at dropdown for time selection, and then an arrow pointing at "Ok" button

 

4. The changed session will have the new time stamp in the upper left hand corner of its square, and have a pencil icon on a light blue background. 

The square will fill with light blue and show the time of the added session, with a pencil icon to indicate that a session time has been edited on this date. Click on the "Save" button to save these changes. (If you exit without saving, changes will be discarded.)

Arrow pointing from "Changed" in the legend to February 15

 

 

Delete an upcoming session from a recurring schedule

1. Click the description of the recurrence schedule at the top of the session panel, OR click on "Manage" -> "Edit Recurring Sessions". 

Arrow pointing at the description of the recurrence schedule, as well as the Manage and then "Edit Recurring Sessions" item

 

2. Click on the light green square (scheduled session), light pink square (added session), or light blue square (edited session) for the session that you would like to delete. (In this example, we've clicked on the square for February 15.)

Arrow pointing from "Future Sessions" in the legend to February 15 square

 

3. A pop-up will appear with the option to remove this recurrence, or change the time. The default is "Remove this Recurrence", so you can click the "Ok" button to confirm removing it.

Arrow pointing at dropdown for time selection, and then an arrow pointing at "Ok" button

 

 

4. The changed session will a minus icon on a light orange background. 

Click on the "Save" button to save this change. (If you exit without saving, changes will be discarded.)

Arrow pointing from "Excluded" in the legend to February 15

 

 

Reschedule a current meeting that has a recurring schedule

Rescheduling the session that a recurrence schedule is based on, will also change the time used for future sessions. 

 

1. Click the "Manage" button and then select the "Reschedule" option. 

Arrow pointing to Manage -> Reschedule

 

2. You can change the date and/or time and then click "Go". This will save and send a reschedule notice to participants. (Changing the date for the current session will not affect recurrence, but changing the time will affect the time at which future sessions.)

Reschedule pop-up 

 

 

Cancel a current meeting while keeping the rest of the recurring schedule

 1. Click the "Manage" button and then select the "Cancel" option. 

 Arrow pointing at Manage -> Cancel

 

2. There will be two options:

  • Cancel only this session.
    A cancellation notice will be sent out for this session, and then the system will create the next recurring session.

  • Cancel this and all recurring sessions.
    A cancellation notice will be sent out for this session, and no other sessions will be created based on this session.

     

Cancel Recurring Session pop-up

 

Select one option, and then click "Confirm". 

 

This article was last reviewed by our Support team on January 17, 2021.