Add repeating events

You can add events to your Trumba® calendars that repeat on a daily, weekly, monthly, or annual basis. Repeating events don't have to occur every day or every week. For example, you can set up an event that repeats every 7th week on Thursday, or every 5th day.

Terminology - see also: What's the difference between repeating, multi-day, and ongoing events?
Repeating events (covered in this topic) can be of any duration, even spanning multiple days, and are copied in a repeating pattern over multiple occurrences.
Ongoing events are single events with an all-day duration that span multiple days (see Add ongoing events).
Multi-day events are single events of any duration that occur over multiple days (see Add multi-day events).

Infographic illustrating the difference between repeating, ongoing, and multi-day events:

In this topic

• Set up a repeating event
• Update a repeating event
• Delete a repeating event

Set up a repeating event

You can add a repeating event the same way you add any other event to a calendar (see Add events) but, in addition, you can set up a repeating pattern.

To set up a repeating event

1. Click Add Event, and then on the Event Information tab, enter the event details.
2. For Start, enter the start date and time when the first event in the pattern begins, and then enter the End date and time (or the duration) for the first event.
3. For Repeat, choose Daily, Weekly, Monthly, or Annually, and then choose the rest of the pattern.

   Tip To set up a quarterly event, for Repeat, choose Monthly, and then, for Every, choose 3rd month, such as in this example:
   

   I need to set up a more complicated repeating event.

4. Choose the date on which you want the repeating event to end. Or, select the No end date check box.

   Note Even when you select No end date, there are limits to how far into the future recurring events can last. Daily or weekly events have a two-year limit. Monthly events have a 20-year limit. Annual events have a 200-year limit.

5. Click OK.

Important You can't convert one-time events that already have one or more registered attendees to become repeating events.

Update a repeating event

You can change the event title, location, start time, duration, end date, description, and web link, and then apply the changes to just one event in the repeating pattern or to all events that follow.

You can't change the pattern for a repeating event, however, after it's been set up. See: To set up a new repeating pattern for an event.

To update a repeating event

1. Click either:
   • The title of the specific event in the repeating pattern that you want to change, or;
   • The event in the repeating pattern where the changes start.
2. Make the changes you want on the Event Information tab.
3. On the yellow bar at the bottom of the form, indicate whether you want to apply the changes to all future occurrences of the event in the repeating pattern or only to the specific event you're editing.

   

4. When selecting to change This and future occurrences, you can choose whether exceptions on future occurrences are kept or overwritten. An exception occurs when some occurrences in a repeating series have been edited to have different details than other occurrences in the same series.

   When Clear exceptions on future occurrences is checked, any exceptions that have been previously made to future occurrences will be overwritten and all event details will be forced to match the occurrence you've just changed.

   When Clear exceptions on future occurrences is not checked, any exceptions on future occurrences will remain and will not be overwritten.

5. Click OK.

To set up a new repeating pattern for an event

To change the pattern of a repeating event after it's been set up, you need to create a new event.

1. Copy an occurrence of the original event (see Copy events), set up the repeating pattern correctly for the newly copied event, and then save it.
2. If there hasn't been any customer interaction with the original event, you can delete the occurrences of the original event. See Delete a repeating event.

   Or

   If customers have interacted with the original event (by registering for any occurrences, or adding any occurrences to their personal calendar), best practice is to cancel rather than delete the events (see How to cancel and uncancel events).

   1. Open the future occurrence that is closest to today's date.
   2. Select the Cancelled checkbox (on the Event Information tab).
   3. Add a note about the changing pattern to the title or description on the original event, such as in this example:

      

   4. For Change, click This and future occurrences.

   This sends registrants a cancellation email, and indicates to calendar visitors what's happened with the original event.

If you have any questions or concerns about this, contact Trumba Support.

Delete a repeating event

If there hasn't been customer interaction with any of the occurrences of the original repeating event that you want to delete, you can delete all occurrences at once, just one occurrence, or all occurrences beyond a specific date (see How to delete events).

If there has been customer interaction with any of the occurrences of the event, it's better to cancel the event, following the steps under To set up a new repeating pattern for an event, and then the steps under If customers have interacted with the original event.

To delete one occurrence or all occurrences in the repeating pattern

1. If you are deleting:
   • A specific event, click the title of that event.
   • All occurrences of the event in the repeating pattern, click the title of any event in the pattern.
2. At the bottom of the Event Information tab:
   • Click Delete Event to delete one specific event.
   • Click Delete Series to delete all occurrences of the event in the repeating pattern.

To delete all occurrences beyond a specific date

1. On any occurrence of the event that falls before the new end date, on the Event Information tab, change the current end date to the new desired date.
2. For Change, click This and future occurrences, and then click OK.

   All of the events past the new end date are deleted.