It often happens that the same type of appointment is repeated over several days, weeks or months. Within Outlook and Google calendar, you then use a repeating appointment. This functionality is now also available in the Tribe calendar. The repeating appointments from Tribe are automatically synchronised to your Outlook calendar or your Google Calendar. You can also create repeating appointments directly in your external calendar, these automatically sync to Tribe CRM.
How do I create a repeating appointment in Tribe CRM?
How do I create a repeating appointment in an external calendar?
Some ground rules around repeating appointments.
1. How do I create a repeating appointment in Tribe CRM?
Not yet familiar with the calendar link with Outlook or Google? Then read the following articles first:
Note! The following applies to all activations before 2 September 2022. It is necessary to reactivate an already activated link to also retrieve existing recurring appointments from the calendar.
Create an appointment in Tribe as you are used to, e.g. via the calendar widget in your workplace.
Enter the correct details.
Activate the slider is recurring.
Select the type of recurrence, daily, weekly, monthly or yearly.
Enter your follow-up fields depending on the recurrence type, such as end date or number of recurrences.
Save the repeating appointment.
Repeating appointments - Tribe CRM
Daily: you use this option to schedule an appointment every day or every x-number of days. The end of the repeat takes place after x-number of repeats, a specific date or there is no end.
Weekly: you use this option to create a meeting that is organised every x-number of weeks on a specific day or days When for example, you create an appointment that takes place bi-weekly on Mondays. The end takes place after a number of repeats, a specific date or there is no end.
Monthly: you use this option to create an appointment held on a specific date every month or every x number of months. Such as ‘every month on the 15th of every 2 months’. You can also select options such as the first Wednesday of every month or the last Monday of every three months. The end of the repeat takes place after x number of repeats, a specific date or there is no end.
Yearly: you use this option to schedule an appointment that takes place on a specific day every year (e.g. a birthday) or on a specific day of a month, e.g. the third Tuesday of September. The end of the repeat takes place after x-number of repeats, a specific date or there is no end.
Note: In Tribe CRM it is only possible to repeat an appointment, this is not possible for a task.
2. How do I create a repeating appointment in an external calendar?
When you create a repeating appointment in Outlook or Google, it is automatically scheduled in your Tribe calendar. The link with Google ensures that it is visible in Tribe almost immediately. With Microsoft Exchange, it can take up to several minutes for appointments to be visible in Tribe CRM.
3. Some ground rules around repeating appointments.
There are some ‘ground rules’ you need to take into account when creating/changing recurring appointments in Tribe CRM or the external calendar. These ground rules may differ depending on whether you are using Outlook or Google. The reason for this lies in the connection platform offered by both parties.
Therefore, keep in mind the points below:
It is not allowed to drag the first appointment in a repeat after the follow-up appointments in Tribe.
It is not allowed to drag an interim or final appointment before the first appointment in Tribe.
It is not possible to delete an interim repeat appointment in Tribe. Deleting should be done via Google or Outlook, which will also delete the appointment in Tribe.
If you work with Outlook, it is possible to change an interim appointment in Tribe by dragging the calendar to another date or time. If you work with Google Calendar then an interim appointment must be modified in Google, within Tribe a notification will be given if the user will attempt this action anyway.