How recurring visits are scheduled

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The whole schedule, planned up front

When you create a recurring service (weekly, bi-weekly, monthly, every 2 months, quarterly, or every 6 months), ProBase doesn’t just book the next visit — it pre-schedules the entire chain of future appointments at once. Every visit from your start date through the end date appears on the calendar immediately, so customers and crews can see exactly what’s coming.

• If you set an End Date when creating the job, visits run up to that date.
• If you leave the End Date blank, the chain runs for one year from the start date.
• One-time services get a single appointment on the start date — there’s no chain.

This means you don’t have to remember to book the next visit after every job. The schedule is already in place, and you manage exceptions (a skip here, a reschedule there) as they come up.

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Recent Activity and Future Appointments

On the service details page, the Appointment History section splits appointments across two tabs so the long visit chain stays easy to scan:

• Recent Activity — what just happened: completed, rescheduled, skipped, and cancelled visits, plus the next upcoming visit pinned at the top under an Upcoming visit label. This is the tab you land on.
• Future Appointments — every upcoming scheduled visit, soonest first.

Tap Future Appointments to see the rest of the chain. Each tab shows a few visits at a time with a Show more link to reveal the rest. If there’s nothing to show, the tab says so plainly — No recent activity yet. on Recent Activity, or No upcoming visits scheduled. on Future Appointments.

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Changing the schedule rebuilds the chain

When you edit a recurring service’s schedule from the Change Schedule modal, ProBase keeps the future chain in sync with your changes: How the chain is reshaped depends on what you changed:

• Start date or frequency changed — every future scheduled visit is rebuilt from scratch on the new cadence.
• End date pushed out (or cleared) — ProBase fills in the additional visits up to the new horizon.
• End date pulled in — visits scheduled past the new end date are removed.

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Working through the visit chain

Because the whole chain already exists, the everyday actions you take on a single visit behave a little differently than booking one at a time.

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Completing a visit

The completion form shows a Next visit line naming the date already on the calendar, so you finish the job and move on — there’s no extra step asking you to book the next one. See Completing appointments. The finished visit shows a Completed badge, and a Next Service Appointment card points at the following visit in the chain.

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Skipping a visit

The Skip Appointment window names the next visit in the chain and tells you Items and notes from this visit will move to your next visit — nothing is lost and nothing new is booked. See Skipping appointments. Once you confirm, ProBase tells you Appointment skipped — items moved to your next visit and the service plan now points at that next date.

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Rescheduling a visit

Rescheduling moves that one visit to a new date — the rest of the chain stays exactly where it is. The original visit is kept as history and marked Rescheduled. See Rescheduling jobs. After it saves, the service page confirms Appointment rescheduled and offers a Send Reschedule Confirmation button so you can let the customer know the new date.

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Cancelling a single visit

Cancelling one visit takes it off the calendar for good and leaves the rest of the chain untouched. Open the visit, tap More Actions → Cancel Appointment, enter a reason (required), and confirm. The visit now carries a Cancelled badge, and a Next Service Appointment card shows the next visit in the chain still standing.

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Assigning a crew

You can assign a crew to just one visit or to every future visit at once. See Assign or change the crew.

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Cancelling a service

Because the chain can be long, the Cancel Service window asks what you want to cancel — all future appointments (with the count) or only the next appointment — and lists the visits it’s about to cancel before you confirm. See Cancel Service. Confirming shows Service cancelled. and the service plan drops its scheduled date — the chain is gone.

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Next steps

• Creating jobs — set the start and end dates that drive the chain
• Managing customer services — edit pricing, schedule, and cancel services
• Completing appointments — mark visits done as you work through the chain