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Repeating appointments allow you to schedule events that occur on a regular basis, such as weekly meetings or monthly check-ins. This is useful when you want to avoid creating the same appointment multiple times and keep your calendar consistent. You might use this feature when managing ongoing customer meetings or internal routines. By following this guide, you will be able to create and manage repeating appointments in Tribe and understand how they sync with your external calendar.
Table Of Contents
What Does A Repeating Appointment Do?
Why Or When Should You Use It?
Step By Step Instructions
Repeating Options Explained
Creating Repeating Appointments In An External Calendar
Ground Rules And Limitations
What Does A Repeating Appointment Do?
A repeating appointment schedules the same appointment to occur multiple times based on a set pattern. Once created, the full series is managed as a connected set of appointments. These appointments are automatically synchronised with your linked Outlook or Google calendar.
Why Or When Should You Use It?
You should use repeating appointments when the same meeting or activity happens regularly. This helps keep your calendar organised and avoids manual duplication. It also ensures consistency across Tribe and your external calendar.
Step By Step Instructions
Open your calendar in Tribe.
Create a new appointment as you normally would.
Enter the required appointment details.
Activate the Is Recurring slider.
Select the Recurrence Type: Daily, Weekly, Monthly, or Yearly.
Complete the recurrence settings, such as End Date or Number Of Repeats.
Click Save to create the repeating appointment.
Note: If your calendar link with Outlook or Google was activated before 2 September 2022, you must reactivate it to retrieve existing recurring appointments.
Repeating Options Explained
Daily
Schedule an appointment every day or every set number of days. You can choose whether the series ends after a number of repeats, on a specific date, or has no end.Weekly
Schedule an appointment every set number of weeks on one or more selected days. The series can end after a number of repeats, on a specific date, or have no end.Monthly
Schedule an appointment on a specific date or pattern each month, such as the first Wednesday or last Monday. You can also repeat every set number of months.Yearly
Schedule an appointment once a year on a specific date or a defined pattern, such as the third Tuesday of a month.
Creating Repeating Appointments In An External Calendar
When you create a repeating appointment in Outlook or Google Calendar, it automatically synchronises with your Tribe calendar. With Google Calendar, the appointment appears in Tribe almost immediately. With Microsoft Exchange, this can take several minutes.
Ground Rules And Limitations
You cannot drag the first appointment in a series to a date after later appointments.
You cannot move an interim or final appointment to a date before the first appointment.
You cannot delete a single interim appointment in Tribe; this must be done in Outlook or Google Calendar.
If you use Outlook, you can reschedule an interim appointment by dragging it in Tribe.
If you use Google Calendar, interim appointments must be changed in Google; Tribe will show a notification if you attempt this in Tribe.
Did you know? Only appointments can be repeated in Tribe. Tasks cannot be set as repeating.
Quick Summary
Repeating appointments help you schedule and manage regularly occurring events in Tribe. You can create them directly in Tribe or through your linked Outlook or Google calendar. Once set up, all appointments stay synchronised and follow clear rules for editing and deletion.
Not yet familiar with the calendar link with Outlook or Google? Then read the following articles first: