How to Use Visit Schedule Templates

Last updated September 22, 2026 · Office staff

A visit schedule template is a saved recurrence pattern with a default duration. Instead of rebuilding “every two weeks, two hours” by hand on every appointment, you pick the template and the recurrence fields fill themselves in.

Find them at Schedule > Schedule Templates.

What a template holds

Column	What it is
Name	What you call it, for example “Biweekly”
Recurrence Rule	The pattern itself, written as a standard recurrence rule such as `FREQ=WEEKLY;INTERVAL=2`
Duration (min)	How long a visit on this pattern runs by default

Most companies start with four: Weekly, Biweekly, Monthly and Quarterly.

Use one

On the Create Appointment form, pick a Recurrence Template. The recurrence editor below fills in with that pattern, and you can still adjust it for this one appointment without changing the template.

Leave the picker on None for a one-off visit.

Add, edit, delete

Add Template creates one: give it a name, a recurrence rule and a duration.
Edit changes an existing template.
Delete removes it.

Editing a template changes what future appointments start from. It does not reach back and rewrite appointments already created from it, which is what you want: last season’s schedule stays as it was actually worked.

Reading a recurrence rule

The rules follow the standard calendar format, so they are readable once you know the two parts:

Rule	Means
`FREQ=WEEKLY;INTERVAL=1`	Every week
`FREQ=WEEKLY;INTERVAL=2`	Every two weeks
`FREQ=MONTHLY;INTERVAL=1`	Every month
`FREQ=MONTHLY;INTERVAL=3`	Every three months

FREQ is the unit, INTERVAL is how many of them to skip.

Templates versus programs versus routes

Three things in the product repeat, and they are not the same thing:

Use	For
Schedule template	The recurrence pattern on one appointment
Program rounds	A treatment plan with date windows that generates its own visits
Memorized route	The stop order of a crew’s day, reapplied to future days