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A repeating visit is a series: Elate puts every visit in the pattern on the schedule for you, so you do not have to create each one. Who can do this: anyone whose role includes Edit schedule. By default that is Organisation Owners, Service Provider Admins, Care Managers and Care Coordinators. Your organisation can change this in Settings > Permissions.
This is not included in Elate Free.
On Elate Free, saving a repeating visit opens Repeating visits need a subscription. One-off visits still work within the month’s allowance. See Plans and pricing. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.

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Set a visit to repeat

1

Start a visit

Select Create visit and fill in the first two steps as usual. See Creating and editing visits.
2

Set the first visit's time

In When and who, set When to the date and time of the first visit.
3

Choose how it repeats

Open Repeats and pick a pattern. The choices follow the date you set, for example:
  • Daily
  • Weekly on Monday
  • Monthly on the first Monday
  • Annually on 6 October
  • Every weekday (Monday to Friday)
  • Custom… for anything else (see below)
4

Save

Choose the Team member and select Create repeating visits. Elate confirms with a summary of the pattern.
The ready-made patterns never end. Use Custom… if the series should stop.

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Make a custom pattern

Custom… opens Custom recurrence:
  • Repeat every: a number from 1 to 99, and day, week, month or year.
  • Repeat on: for weekly patterns, tick the days of the week.
  • For monthly patterns, choose Monthly on day (the same date each month) or Monthly on the (for example the second Tuesday).
  • Ends: Never, On a date, or After a number of occurrences (up to 730).
Select Done. Your pattern then appears in Repeats as a sentence, for example “Every 2 weeks on Monday and Friday”.

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How the series keeps going

Elate puts about 90 days of visits on the schedule when you create the series, then keeps adding more automatically, so a series that never ends always has visits ahead. Cancelling or missing one visit does not stop the series. Every visit in a series can still be opened, checked in to and changed on its own. The visit sheet shows the pattern under Repeats.

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Change a series

Open any visit in the series and select Edit visit. When you select Save changes, choose: Changing the pattern in Repeats applies to This and following visits only. Moving the visit to another date offers This visit or This and following visits. The same three choices appear when you change the checklist on a repeating visit from the Tasks tab with Save checklist.

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Cancel or delete part of a series

When you cancel or delete a repeating visit, you choose This visit or This and following visits. There is no option for all visits, so visits that already happened are left alone. Cancelling with This and following visits ends the series from that visit. See Cancelling, restoring and deleting visits.