Articles on: Sprwt Supprt
How do I set up a recurring proposal?
- Create and fully configure a base proposal (menu, pricing, payment options, contracts).
- Go to Catering > Proposal Settings > Recurring and click Create New Recurring Proposal.
- Enter a Name, keep Is Active? on, choose the Proposal to copy, optionally pick Clients (each selected client gets their own copy; leave empty to reuse the base proposal's customers), and choose whether to Auto-Charge Clients Accounts.
- Set Event Time, Proposal Delivery Date (how many days before the event the proposal is generated and sent — e.g. 3 means a Friday event is sent on Tuesday), Start date, Repeats (Daily, Weekly, Monthly) and Every N day(s)/week(s)/month(s).
- For Weekly pick Which days; for Monthly choose Each (specific days 1–31) or On the (First/Second/Third/Fourth/Last + weekday or Day).
- Choose Ending Date: Never or a specific date, then Save.
The list page shows each schedule's frequency, delivery days, ending date and an on/off Status switch.
Where to find it:
/admin/events/recurring