To create a repeating event in your calendar in Wealthbox:

  1. Go to the calendar page.
  2. Click on “Add an event.
  3. Check “Repeats” which expands options to select. 
  4. Select the criteria for your activity. For example, you can choose to repeat the event weekly on Tuesdays and Thursdays.
  5. Note the "summary" of when your event will repeat.
  6. Click “Add event.”

Note: Updating/deleting repeating activities will update/delete all occurrences.

Did this answer your question?