Overview

Recurring orders let you automate repeat catering orders—daily, weekly, monthly, or on any custom interval—so you never miss a customer’s regularly scheduled event. In this guide, you’ll learn how to configure, review, and manage recurring orders directly from a customer’s CRM record.

Step-by-Step Instructions

Open the customer’s CRM record

• Click CRM in the main menu.

• Search for the customer’s name and click their record link.

Access the Orders list

• Click the Orders icon next to their name to display all orders for that customer.

• Recurring orders are highlighted in yellow. The original order that created the recurring schedule shows an orange icon.

Schedule a new recurring order

• Find the original order you want to repeat.

• Click the Recurring Order icon next to it.

Configure recurrence settings
A pop-up will appear—set each option as needed:

• Repeats:

  • Daily

  • Weekly → choose the day(s) of the week

  • Monthly → choose a specific day of the month or e.g. “second Tuesday”

  • Yearly

• Interval:

  • Repeat every "X" days/weeks/months

• Starts on:

  • The date of the first generated occurrence

• Ends:

  • After X occurrences

  • On [Date]

• Summary shows your selected schedule.

Save and generate

• Click Save.

• You’ll see two confirmations: one indicating generation has started and another when it’s complete.

Identify and edit your schedule

• The original order now displays an orange Recurring icon.

• Future occurrences appear in yellow; their Recurring icon is blocked out (they can’t be edited individually).

• To update the schedule, click the orange icon on the original order.

Verify in the Orders overview

• In the Overview tab, recurring orders show an “R” suffix on the Order ID.

• In View All Orders, recurring entries are highlighted in yellow.

Best Practices

• Preview before saving: Double-check your “Repeats” settings in the Summary to avoid unintended schedules.

• Communicate changes: Notify customers if you adjust their recurring order dates or frequency.

• Use clear naming conventions: In your internal system, add notes to the original order (e.g., “Weekly Lunch – Recurring”) for easy reference.

• Audit regularly: Monthly, review all active recurring orders to ensure they still meet customer needs.

Frequently Asked Questions

Q: Can I cancel a future occurrence without ending the entire series?

A: Yes—find the specific future order in the CRM or View All Orders (yellow), then delete that single instance. The series will continue as scheduled.

Q: How do I stop a recurring schedule altogether?
A: Open the original order’s orange Recurring icon, set Ends to On [today’s date] or After 0 occurrences, then Save. 

Q: Can I edit details (menu items, quantities) for future instances?

A: No—only the original order’s schedule can be modified. To change details, cancel the series and recreate it off an updated order.