Managing Repeat Events

Learn how to make the most out of our Repeat Event tool!

Planning Pod allows you to create repeat events in order to quickly populate your calendar for events that recur on a regular schedule. Some important notes to remember:

• Repeat Events are only available in certain account Packages. They are included in the Venue 50 and above and the Enterprise 50 and above. 
• Repeat events should be used for events that do not require a lot of customization from one event to the next. (If you need to make any invoice, headcount, or contract edits, then you should duplicate the event rather than as a repeat event)
• You will only be able to work on the current reoccurrence of the event until it is complete.
• At midnight after the end of the current event it will be automatically archived and the new event will be created.
• Keep in mind: documents, such as paid invoices, signed contracts and proposals will copy over a new edition when the event moves to the next date. Example- If the contract was signed in the first event, a new unsigned copy will be available to use in the second event.

Recurring Event Update 
We've recently added a new feature to our recurring events, that will allow you to skip certain weeks for your event! After you set up your recurring event, you'll see the "Set Dates to Skip" which will bring up a window where you can select the dates to skip. Clicking or un-clicking the event will automatically update. When finished, click "Close" and you can review the updates in the event calendar or in the main calendar. This feature is perfect for those events that may run into holidays or maybe only meet every 3rd week of the month! 

To learn how to set up your events as recurring/repeat events or to learn how to use the Skip Date feature, please check out this video: 

If you have any additional questions as you set up your repeat events, please reach out to support@planningpod.com and we will be happy to guide you!