Before You Start
A few things need to be in place before a schedule can run:
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The business unit exists, meaning the line of business like Laundry and Garment Care or Bag Repair.
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A licensed online sales channel exists, like your Online Store, because the order is created under one.
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The customer exists, or you create them while adding the schedule.
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The pickup or delivery address is valid, because the order needs one to run pickup and delivery.
Where to Find It
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Click the ⚙️ Settings icon in the top-right corner.
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Under the Production section, click Recurring Scheduler .
What a Recurring Schedule Is
A recurring schedule is a saved rule that repeats a regular customer’s order for you. You set it up once with the customer, address, timing, and a few defaults. From then on, EasyBiz creates the order on its own, ahead of each pickup, so nobody has to key it in every day/week/month.
How It Is Different From a Normal Order
A normal order is a one-time event your staff handle from start to finish. A recurring schedule is a saved instruction that keeps producing orders for you. The real difference is not that one repeats and the other does not. It is everything that follows from the order being created in advance, automatically, with the customer’s details already saved.
| - | Normal order | Recurring schedule |
|---|---|---|
| Where you find it | Orders list | Settings, under Recurring Scheduler. Each order it creates appears in your Orders list |
| When the order appears | At booking or walk-in | On the creation date you set, from the pickup day itself up to 9 days earlier, giving staff time to prepare |
| Customer’s part | The customer places the order, online or at the counter | The customer takes no action. |
| Address, payment, assignment | Selected once at booking | Saved once on the schedule and applied to every order it creates |
| Editing later | Changes that one order | Editing an order changes only that order. Editing the schedule changes only future orders, not ones already in your Orders list |
The Three Statuses
| Status | What it means |
|---|---|
| Active | The schedule is running, and EasyBiz creates the next order when its timer is up. |
| Paused | The schedule is stopped. This covers a schedule you paused yourself, one that has reached its end, a blocked customer, or a missing licence. |
| Failed | EasyBiz tried to create the order but hit an error. It retries twice, ten minutes apart, then marks the schedule Failed. |
How It Connects to the Rest of Your Shop
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Orders → every created order appears in your normal Orders list for staff to handle.
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Assignment Rules → if you do not set a fixed worker, the created job follows your normal assignment, the same as any booking. See Introduction to Assignment Rules .
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Blocking Rules → a blocked customer pauses the schedule, and a blocked pickup or delivery date shifts to the next open day. A blocked delivery moves on its own, so the pickup stays on its usual day. See Introduction to Blocking Rules .
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Tax and Price Lists → the created order uses the price list for its sales channel and business unit, and tax follows that price list and your company tax setup.
How Recurring Scheduler Works with Blocking Rules
Blocking Rules are EasyBiz’s “do not take new bookings” switch. You use Block dates to close days for everyone, like public holidays or a renovation. You use Block customers to pause one account, for unpaid balances or repeated no-shows. See Introduction to Blocking Rules for the full picture.
For recurring schedule EasyBiz checks the pickup and delivery dates against Block dates, but not the order creation day. Here is what happens in each case:
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A blocked delivery date moves the delivery only. The pickup still happens on its usual day, and the delivery moves to the next open day. This can make that one order take longer than your normal turnaround, which is the trade EasyBiz makes so the customer’s collection is never missed. The next occurrence goes back to the normal gap.
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A blocked pickup date moves the whole order. The pickup shifts to the next open day and its delivery moves with it, so the turnaround gap stays the same.
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A blocked creation day does nothing. The order is still created on schedule, even if your shop is closed that day, so it is ready in your Orders list when you reopen.
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A blocked customer pauses the whole schedule. EasyBiz stops creating their orders entirely until you unblock them and start the schedule again.
Only when EasyBiz cannot place the order at all is that one occurrence skipped, and the schedule carries on as normal after that. That means no open pickup day before the next repeat, like a long festive closure, or no open delivery day within a month. So a blocked date is a detour, while a blocked customer is a full stop.
FAQs
What happens if the customer is blocked?
The schedule is paused. EasyBiz stops creating orders for a blocked customer until you unblock them and start the schedule again.
The customer changed their default address. Does the schedule use the new one?
No. The schedule keeps the address you saved when you set it up. To change it, open the schedule and update the address there.
If I change my price list later, do recurring orders use the new prices?
Yes. The order is created empty and priced when your staff add the items, so it always uses the price list active at that moment, not the one in effect when you created the schedule.
Can I skip one week?
There is no single-week skip button. Pause the schedule, then start it again with a later start date.
What’s Next
Now that you know when to use Recurring Scheduler, continue to Setting Up a Recurring Schedule to create your first one.