How can we help you?

Search our guides, or browse by category below.

Articles on: Sprwt Supprt

How do I set up a recurring proposal?


  1. Create and fully configure a base proposal (menu, pricing, payment options, contracts).
  2. Go to Catering > Proposal Settings > Recurring and click Create New Recurring Proposal.
  3. 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.
  4. 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).
  5. For Weekly pick Which days; for Monthly choose Each (specific days 1–31) or On the (First/Second/Third/Fourth/Last + weekday or Day).
  6. 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