Cloning a Service Request

Cloning a service request is a quick and efficient way to create recurring requests without having to enter the same information repeatedly.

This feature is ideal for recurring services such as:

• Medical appointments
• Hair appointments
• Weekly grocery trips
• Regular check-in calls
• Any other standing or recurring arrangement

When you clone a service request, the system creates one or more copies of the original request. You can then edit each cloned request individually if needed, saving time while maintaining flexibility.

Step 1: Create the Original Service Request

Create and save the service request for the member as you normally would.

Step 2: Open the Clone Options

Open the saved service request.

Scroll to the Advanced section and click Clone Options.

Step 3: Configure the Recurrence

Choose how often the request should be duplicated:

• Daily
• Weekly
• Bi-weekly
• Monthly
• Yearly

Number of Occurrences

Specify how many copies you want the system to create.

For example:

• 1 creates one additional service request.
• 5 creates five additional service requests according to the selected schedule.

Clone With the Same Volunteer

If the original request is already assigned to a volunteer and that volunteer will handle every occurrence, select With Volunteer.

The assigned volunteer will automatically be matched to each cloned service request.

Step 4: Save the Clone

After saving, the newly created service requests will appear in the Service Requests list.

Each cloned request can be opened and edited independently if changes are needed.

💡 Note: 

Appointments with Different Dates or Times

If recurring appointments occur at different times, you can use Clone simply as a way to duplicate the request.

After the clone is created, open the copied request and update the date, time, or any other details as needed.

Recurring Requests on Multiple Days

If a request occurs on different days of the week (for example, a check-in phone call every Monday and Wednesday), create and clone each schedule separately.

For example:

• Create the Monday service request and clone it weekly. All cloned requests will occur on Mondays.
• Create a separate Wednesday service request and clone it weekly. All cloned requests will occur on Wednesdays.

This approach creates two independent recurring schedules that can be managed separately.