Making a reservation recurrent
You can make a reservation recur periodically, such as daily, weekly, monthly or on specified dates. This will result in a scheduled series of reservations for the set interval.
Procedure
1. Go to Reservations.
2. Select the reservation you want to make recurrent.
| If an order and corresponding suborder associated with a reservation are in either the Administratively complete or Canceled status, they cannot be made recurrent. In that case, Planon ProCenter will display an error message. |
3. On the action panel, click Make recurrent.
The Schedule dialog box appears.
4. Select the required frequency: Daily/Weekly/Monthly/Calendar.
5. Select the period from Set manually and Predefined.
If you select Set manually:
◦ Select the Starts on date.
◦ Enter either a fixed number of occurrences in End after field or a fixed end date in Ends on field.
◦ Select the number of days/weeks/months between consecutive occurrences.
If you select Predefined:
◦ Select a predefined Period from the pick list or select the Starts on and Ends on date to select the recurrence period.
◦ Select the occurrences by number of days/weeks/months.
The procedure is the same for Weekly and Monthly predefined options, except that you can additionally select the interval (weeks/months) between consecutive recurrences and the day on which the recurrence will be scheduled.
| For information on adding recurrence periods, see Supporting data > Maintaining Recurrence Periods. |
| If a month has fewer days than the specified value, the reservations will recur on the last day of that month. |
For a Calendar frequency, you can set the following:
Selected dates | Displays all the selected dates, irrespective of the day, date, month and year on which the reservation recurs. |
Calendar | Select date(s) in the calendar to extend the recurrence to those dates. |
Clear | Click Clear to delete all selected dates both in the calendar and in the list. To delete a specific date from your selection, click the date once again. |
Today | Click Today to include today’s date. |
6. Click OK to confirm your settings.
The Question dialog box is displayed.
7. Click OK.
| In order to be in line with Connect for Outlook, the number of recurrences that can be created for a reservation is limited to 100. However, if you are not using Connect for Outlook, the limit for the number of recurrences that can be created for a reservation at a time is 200. |
You have now created recurring reservations. Recurring reservations are marked by the
icon in the elements list.