How to Create Recurring Sessions in EZFacility Classic

This guide will demonstrate how to create a session that repeats on the schedule.

Select the Reservation Type

Select the recurring pattern

Select the Pattern. The Weekly pattern enables you to select specific days that the event will repeat, such as a Monday, Wednesday and Friday session.

The choices the user is given are Single Entry, Daily, Weekly, Bi-Weekly, Monthly, Yearly and Of the Month.

Single Entry  Just for this one day, if you are just putting one lesson/training in there is no reason to come to the recurring section.

Daily  Will put the lesson/training you are scheduling in every day until the end date is reached.

Weekly  Will put the lesson/training on the days of your choice for every week until the end date is reached. (This is the most commonly used option)

Bi-Weekly  Will put the lesson/training on the days of your choice but will only schedule them every other week until the end date is reached.

Monthly  Will put the lesson/training on the date chosen every month until the end date has been reached. If you have chosen the 5^th of a month the reservation will only appear on the 5^th of all the following months that have been chosen.

Yearly  Will put the lesson/training on the date you have chosen every year until the end date has been reached.

Of The Month  This option will put the lesson/training on that day every month until the end date is reached. The difference here is that this will put the lesson training on every 4^th Thursday of the month, not on a certain numerical date.

Now that the pattern has been established the user must also choose any additional days of the week that this class should appear on, this is done but going to the field marked “On These Days”. In the example below the day’s, Wednesday and Friday have been added to this recurring pattern.

Once the proper days have been chosen the proper range, or how long this pattern will last, for this pattern must also be set. This is accomplished by setting the “Range”. The user can end the range of this pattern by a total number of sessions or on a certain date as shown below. For this example, the range has been set for one month from the start date.

**Trainer Tip: Everything in between “Pattern” and “On These Days” is really used for twenty-four-hour locations, this helps the system recognize that the lesson/training can start at 11:30 pm on one date and ends at 1:30 am on the next date. 

Once the user has hit the gray button labeled “Add New Occurrences” the screen below will appear. The dates that the user has chosen in the previous step are now listed in green but they are not listed on the schedule just yet.  If these match what you need on your schedule you can hit the gray button on the bottom labeled “Save And Finish”. This will add the dates in green onto your schedule with the class that was chosen.

*Trainer Tip: Use Delete Checked” or Modify Checked to delete or modify sessions before the dates are added to the schedule. option.