Scheduling Recurring Events

Summary: This comprehensive guide provides step-by-step instructions for efficiently setting up and scheduling recurring events in Tithely, detailing how to configure weekly, monthly, and daily repeating events and offering solutions for events that repeat twice per month.

Before You Begin

• Go to the "Events" tab and click "Add Event" to begin.
• Always check the "Event Repeats" box to access the recurrence settings.
• Fill out all other information (e.g., event name, description) before saving the event.

Step-by-Step Instructions

Standard Recurring Event Setup

1. Go to the "Events" tab.
2. Click "Add Event" in the top right corner.
3. Check the "Event Repeats" box.
4. Decide how often the event should repeat (e.g., Weekly, Custom).
5. Fill out all other information for the event.
6. Save Event.

How to Schedule an Event Once Per Month on a Specific Day of the Week

1. Add Event and fill in event details.
2. Click "Event Repeats."
3. Choose Repeats "Custom."
4. Choose Frequency "Monthly."
5. Select Every 1 Month and On the -> First -> Monday (or your desired day).
6. Set the end date of the event and the calendar.
7. Finish by clicking "Add."

How to Schedule an Event Every Day for One Week

1. Add Event and fill in event details.
2. Click "Event Repeats."
3. Choose Repeats "Custom."
4. Choose Frequency "Daily."
5. Choose repeats every "1 Day."
6. Set an end date either after, on a date, or never.
7. Finish by clicking "Add."

How to Schedule a Weekly Event

1. Add Event and fill in event details.
2. Click "Event Repeats."
3. Choose repeats "Weekly."
4. Finish by clicking "Add."

Troubleshooting & FAQs

• How do I schedule an event that happens twice per month (e.g., 1st and 3rd Thursday)?
  • Workaround (Recommended): Use a "Custom" frequency that repeats on "Specific Dates" of your choosing. You can select the 1st and 3rd Thursday's for each month of the year to avoid the need for merging.
  • Manual Method: Create two separate events (one for the 1st day, one for the 3rd day) using the Custom $\to$ Monthly settings.
• Can I merge the two separate events I created? Yes, you can contact Tithely Support to ask agents to merge the events. This action cannot be undone, and any attendance data will be merged into one report.
• How can I sort based on a date that is not available as a filter? You can download to Excel and run a sort by date within Excel as the date the form was submitted exports to the Excel file.
• You can also use a Custom frequency that repeats on "Specific Dates" of your choosing. You can select the 1st and 3rd Thursday's for each month of the year. This is a workaround as to not have these events merged by Tithely Support.