Edit or Delete a Recurring Visit

Change the details of a series of Recurring Visits, or cancel the visits that have not happened yet.

Before you start

• You need a role at the Location that allows you to schedule the visit you are editing.
• For a group series, edit one visitor at a time. You cannot change every visitor's details in a single edit.

Edit a series

1. On the Dashboard, select the visitor's name. The Visitor Details page opens.
   
2. Click the Schedule Edit icon. The Schedule a Visitor window opens.
   
3. Click the Recurring Visit icon.
4. Change the visit details.
   
5. Click SAVE.

Delete the remaining visits in a series

1. Open the series as described above, through steps 1 to 3.
2. Change the End Date to today's date. If the first visit in the series has not happened yet, use that date instead.
3. Clear the matching day of the week.
4. Click SAVE.

Result

Your changes apply to every visit in the series that has not happened yet.

Note: Visits in the series that already took place are not affected by an edit or a deletion.

Related

• Schedule a Recurring Visit for one visitor
• Schedule a Recurring Visit for a group
• View your scheduled Recurring Visits