Introduction to Recurring Scheduler

In this article

Recurring Scheduler helps when a customer has a regular pickup or delivery arrangement. Instead of your staff creating a new order each time, EasyBiz creates the order for you before the scheduled pickup date. The order appears in your normal Orders list, and your staff work on it like any other order. Use it for laundry, dry cleaning, or repair customers who follow a steady routine.

Contents

Before You Start

A few things need to be in place before a schedule can run:

The business unit exists, meaning the line of service like Laundry or Repair.
A licensed online sales channel exists, like your Online Store, because the order is created under one.
The customer exists, or you create them while adding the schedule.
The pickup or delivery address is valid, because the order needs one to run pickup and delivery.

Where to Find It

Click the ⚙️ Settings icon in the top-right corner.
Under the Production & Operations 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

⚠️ Important: Every order EasyBiz creates starts empty, with no items in it. It carries the customer, address, pickup or delivery job, your saved notes, and the payment and assignment defaults, but your staff still add the actual laundry or repair items when the customer's things arrive. EasyBiz does not copy items from the last order.

💡 Tip: Think of the schedule as a recipe and each created order as the dish. Changing the recipe changes future dishes, not the ones already on the tab.

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.

📝Note: A schedule that has finished all its repeats also sits under Paused, alongside ones you paused on purpose. If you try to start a finished schedule, change its end rule first, otherwise there is nothing left for it to create.

How It Connects to the Rest of Your Shop

Orders -> every created order appears in your normal Orders list for staff to handle.
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].
Blocking Rules -> a blocked customer pauses the schedule, and a blocked pickup or delivery date shifts to the next open day, with pickup and delivery moving together. See [Introduction to Blocking Rules].
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:

A blocked pickup or delivery date shifts the order. The occurrence moves to the next open day, and a paired pickup and delivery move together so the turnaround gap stays the same. EasyBiz keeps shifting the pair forward until both land on open working days.
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.
A blocked customer pauses the whole schedule. EasyBiz stops creating their orders entirely until you unblock them and start the schedule again.

Only when no open day exists before the next repeat, like a long festive closure, is that one occurrence skipped, and the schedule carries on as normal after that. 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.

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Up next

Setting Up a Recurring Schedule

Build one repeat rule once, and EasyBiz will create that customer's future orders for you on the dates you choose.