- Follow the steps laid out in How to Create an Appointment from Your Calendar. Once youâve saved (step 8), click the triple vertical dot icon in the upper right.
- Select âMake Recurringâ from the dropdown menu.
- This brings up the Recurring Services pop-up screen. Complete the information and click OK. We recommend you check âCreate Immediatelyâ, as this automatically adds these appointments to your calendar with all the information. Not checking this box results in an appointment that says âService Existsâ with no other information.
- Clicking OK on the pop-up dismisses the pop-up and takes you back to the service note screen. You can now close the service note screen by clicking the X icon in the top right corner.
