Operations
Recurring schedules
Book the weekly job once.
The problemRegular customers are re-booked by hand every week, and a forgotten booking means a missed visit.
The resultA schedule creates the visits for you, week after week, and keeps going until you stop it.
What you can do
- Pick a customer, a service, a cadence and the date and time of the first visit
- Link a building, so every visit carries the site
- Set an end date or a maximum number of visits
- Press Expand now to create the next visits straight away instead of waiting for the nightly run
- Cancel a series: visits already created stay and no new ones appear
Who can use it
Owners, Admins and Managers can use this.
Creating a schedule needs permission to create bookings. The Recurring schedules tab is shown for businesses that work on jobs.
Ask Heyva AI
Set up a weekly clean for a customer every Tuesday at 9
Show my recurring schedules
Questions
How is this different from a contract?
A schedule is about the calendar: it creates the bookings. A contract is the agreement and billing with a customer. They can be used together.
Does it check that my team is free?
No. Visits are generated without a live check for staff conflicts, so look at the calendar after you create a series and assign people.
What happens when I cancel a series?
Visits already created stay on the calendar. No new visits are created.
Can a series run for ever?
Yes, unless you set an end date or a maximum number of visits. A nightly job keeps adding visits.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_create_recurring_schedule