Need a "Periodic" Plan type for the master schedule, as some clients only require services 2-3 x a year. Having to delete schedules weekly, bi weekly or monthly is time consuming and not very business friendly.

We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.

It may be some time before the enhancements come to fruition. In the meantime, the scheduling scenario that you are describing is a great fit for Visit Recurrences. You can create a schedule to repeat on an interim basis. To do this, create a visit and when prompted if you want to create a recurrence, select yes. From there, under Range & Recurrence, you can choose Monthly, and then the recurrence pattern. For example, if you go to the client on the first Monday of every fourth month, that is the second option. If the visit happens on a set date, i.e. the 15^th of every third month, then the first option once you select monthly would apply.

Be sure to keep an eye out for the improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.

Thank you once again for being an essential part of our community!