Editing Recurring Visits
in progress
J
Jarrett Sami
Hey Josh, absolutely. The main issue is that updating recurring work seems to be inconsistent, especially when changing the frequency.
For example, if a customer calls and wants to switch from weekly to bi-weekly (or vice versa), when I update the recurring job it doesn’t always schedule the next visit correctly. Sometimes it will continue weekly for one more visit and then switch to bi-weekly, but it will apply the bi-weekly price to that next visit even though it’s still only been one week. Other times, it updates exactly as expected.
I’ve also noticed that sometimes when I edit something unrelated, like the title or description of a recurring job, it can unexpectedly change the frequency as well.
So the biggest issue for me is predictability. When I make a change to a recurring series, I need to be confident that only the fields I changed are being updated, and that changes to frequency take effect from the correct next visit without affecting the wrong visit or pricing.
Hopefully that helps clarify what I’m running into!
The status was updated to
in progress

Josh Kahle
Jarrett Sami can you tell me more specifically about what you're looking for here? You are currently able to edit recurring visits, what's missing for you?
Also, you may be aware, but we are rewriting recurring series in the platform so they will be much more flexible and reliable in the future. So any insights you provide will help inform that effort. Thanks