Who This Is For

  • Shops with standing weekly or monthly pickups from regular customers

  • Laundromats running subscription-style plans

  • Bag or shoe repair shops with corporate contracts on a monthly cycle


When to Use It

  • You have at least one customer who orders on a predictable schedule

  • You want the order to appear in your system before the pickup day so staff can prepare

  • You are tired of forgetting to create the order and being caught off guard


How It Works

  1. You create a schedule with a customer, address, frequency, and pickup window.

  2. On the day or a set number of days before, the system auto-creates the order.

  3. The order goes into your normal order flow so staff can see it, assign it, and run it.

  4. The schedule continues until you pause it, delete it, or it hits its end date.


Schedule Statuses

Schedule Statuses

StatusWhat it means
ActiveThe schedule is running. Orders will be created on the next scheduled day.
PausedYou stopped it manually. No new orders will be created until you restart it.
FailedThe last attempt could not create an order. Check the error shown on the row.

FAQs

Do I need a recurring schedule for every customer?

No. Only set one up for customers who have agreed to a fixed cycle. One-off bookings belong in normal order entry.

Will the customer get notified when the order is auto-created?

Only if you have an Event Notification set up on Order Created. The scheduler itself does not message anyone.

What happens if the customer asks to skip one week?

Open the schedule and click Pause. When the skipped week passes, open it again and click Restart.

Can I set up a schedule without an address?

No. Every schedule needs a customer address because the generated order needs one to run logistics.

Can a schedule be tied to an agent account?

Yes. Agent-linked schedules are managed from the agent’s profile page under Recurring Schedules.


What’s Next

Now that you know what Recurring Scheduler is for, continue to [Setting Up a Recurring Schedule] to create your first one step by step.