BlueSuite allows users to create one-time, recurring, and custom recurring events using the scheduling feature, and to book appointments for the work your team does in the field.
The two behave a little differently when it comes to repeating. Events and tasks can be set to repeat on their own, right from the calendar. Appointments cannot: an appointment you book from the calendar is always a one-off. Repeat visits come from a recurring job instead, so the schedule and the billing stay together. See the Recurring Appointments, Jobs, and Invoices guide for that workflow.
Go to the Schedule tab
Click + Event
In the “Schedule an Event” window:
Click Save
Recurrence is available on events and tasks. If you are scheduling repeat customer visits, set those up on the job instead.
In Schedule, click + Event
Set desired start and end time
Under Event Occurrence, select Recurring
From the Repeats dropdown, choose:
Set Duration. You can end after a set number of occurrences, run for a number of days, weeks, or months, or leave it open-ended with Forever (Until Cancelled), which is the default. Open-ended series keep going on their own, and dates further out appear on the calendar as auto-scheduled so you can see the pattern ahead of time.
Assign Attendees and add Instructions (optional)
Click Save
Use this for advanced options like alternating days or specific weeks.
In Schedule, click + Event
Select Recurring and choose Custom in the Repeats dropdown
Result: the event repeats Monday through Wednesday for 3 weeks.
Result: the event is scheduled for every 2nd and 4th Friday for 3 months.
Assign Attendees and fill in Description/Instructions (optional)
Click Save
Appointments carry a status you can set from the calendar, the appointment window, or the mobile app. There are four:
If an appointment date passes and nobody has marked the visit complete, BlueSuite flags it as Missed so it does not quietly slip off the calendar. Rescheduling it for a future date clears the flag.
For appointments attached to a job, marking them complete does more than tidy up the calendar. It is worth getting crews into the habit, because completing a visit is what:
A job will not complete while any of its appointments are still outstanding, so a forgotten visit keeps the whole job open. See the Jobs guide for how job statuses work.
If a job has required appointment forms attached, those need to be submitted before the visit can be marked complete. See the Forms guide.
When you edit an event that is part of a recurring series, BlueSuite asks how the change should apply so you do not accidentally rewrite the whole schedule:
Past occurrences are always left alone, so your history stays accurate.
Appointments on a recurring job work differently. Editing one of those visits changes that visit only, and the rest of the schedule carries on untouched. To change the pattern itself, open the job and use Edit Appointments. See the Recurring Appointments, Jobs, and Invoices guide.
Open any occurrence in the series and click Stop Repeating. The occurrence you are looking at stays on the calendar, and everything after it is removed. Past occurrences are kept.
For a recurring job, use End Schedule on the job instead, which also protects the invoices tied to completed visits.