When to Add Occurrence vs. New Schedule?

If you need to add an additional date(s) to your event but not sure if you should add it as an occurrence or new schedule, here is some information that may be helpful!

Adding Occurrences

For best practices, you should choose "Add Occurrence" if you set your event up with recurrence rules on the main Details tab (daily, weekly, monthly...) and then you want to add an extra day or two. You can also add an occurrence when you want to add a "one off" occurrence.

• For example, if you've set your event up to recur every Thursday and you would like to add a Friday, you can do so by going to the Occurrences tab and choose Add Occurrence.

Adding Schedules

When adding a large event that has many components to it, you can add multiple schedules within that event. These schedules could be on different days, at different times and in different spaces, but still all tied to the same event. A good use case would be for a wedding.

• For example, let's say you are scheduling an event called "Beth & John's Wedding" and you've added all of your items, but you want to add a New Schedule for the rehearsal and one for the reception, with different date/times, items, etc. You can go to the Schedules tab and Add New Schedule for the rehearsal and another for the reception.
• When adding a new schedule, you can add recurrence rules as well!

• When a schedule is added to an event, then you can toggle between the schedules by choosing one in the drop-down menu in the far right hand side. Depending on which schedule you have selected will determine which schedule you are editing when making changes on the Details tab, Items tab, Setup Tab...

All of your events with occurrences and/or schedules are visible on your dashboard, as well as, on the Availability tab of the event.

I hope this information was helpful! If you have any questions, please reach out to support@coolsolutionsgroup.com. Thanks!