Recurring Events Set Up

Important Notice: Effective September 1st, 2024, we will be discontinuing the standalone Recurring and Random Date Events option in Classic View. Click HERE for more information. 

An experience that happens over a period of time can be set up in a few different ways. The fastest way is setting it as an "Open Opportunity" without a start or end date. This is commonly used for opportunities that can happen anytime or in a way that volunteers can indicate their availability. The drawback is that it will not show up on a calendar view because it is not tied to a date or time for a potential volunteer.

Another way to set it up, if your event is tied to a date and time and recurs, is to create a "Recurring Event" (in Classic View) or Multiple Dates/Shifts (in New View) as shown below. 

Classic View: 

New View:

As shown above in both Classic View & New View, there are a few options in defining the recurring event. If operating in Classic View and using "Recurring Event" you can decide to include shifts too (so if you wanted to add shifts to the recurring event, you'll need to select "has shifts"). If operating in New View, you have the option to Add Dates & Shifts together on one screen after hitting "Save & Continue". 

Right now, our Recurring Event workflow is still in our Classic View so the following options are available when setting up an event this way: 

Depending on if you decide to have the recurrence happen Daily, Weekly or Monthly, you'll select the options that best fits your experience. 

Daily: You want this event to happen every day. Note: There is a setting that allows you to map it "every" 1 or "every" other 1 day or every other 2 days, etc.

Weekly: You want this event to happen every week, and if there are specific days of the week you can have it "repeat on". Note: There is a setting that allows you to map it "every" week or "every" other 1 week or every other 2 weeks, etc. 

Monthly: You want this event to happen every month, and if there is a specific day of the month you can have it repeat. Note: There is a setting that allows you to map it to the date of the month or the day of the week. 

With all the settings above, you can then define it to end after a certain date or a specific number of recurrences. Note: there is a cap for the number of recurrences you can generate in one sitting to enable organizers to come back to the system and update details in case things change. 

Once the above is finalized and you input the description and other details of the event, you can press Save & Continue. This will then drop you into the workflow as shown below. Note: If you activated "Shifts" onto the recurrence, there will be a message informing you to add shifts as shown below: 

Classic View:

New View:

As shown above, you will then have a way of importing the shifts or add a new shift. From the example above, if you have a recurring event with two shifts, you'll then need to click on "Add New Shift" and create 2 shifts with the different times.

Once these shifts are created, you'll then have shifts that recur for the number of recurrences you have indicated. 

For further support or to ask questions on how to map out your unique event, please feel free to contact us at support@givepulse.com