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Plan a Recurring Series

Goal: Stand up a repeating opportunity — a weekly build day, monthly orientation, biweekly Store donation pickup — without manually re-creating it each time.

When to use a series​

  • Regular cadence work (every Saturday on the current build site)
  • Recurring orientation or training sessions
  • Standing volunteer hours at the ReStore

For opportunities that cluster but don't repeat on a strict cadence, you'll get more flexibility from creating each one individually.

How a series is structured​

A series is a parent opportunity with a recurrence rule (frequency, interval, end condition) and generated instances — one opportunity record per occurrence. Each instance is editable on its own, and registrations live on the instance, not the series.

This means:

  • Volunteers register for a specific date, not "the series"
  • You can edit one instance (e.g., change the location for next Saturday only) without affecting the rest
  • You can edit the whole series going forward (e.g., move all future Saturdays to a new start time)

Configure the recurrence​

When creating the opportunity, switch the schedule type to recurring and set:

  • Frequency (daily, weekly, monthly)
  • Interval (every 1 week, every 2 weeks, etc.)
  • End condition (after N occurrences, until a specific date, or no end date)

Generate the instances. They'll appear in the opportunities list as a connected series.

Editing the series later​

When you change a series-level field, Ayuna asks you to choose the scope:

  • This opportunity only — apply to the open instance
  • This and future opportunities — apply going forward, leaving past occurrences alone
  • All opportunities in the series — apply everywhere, including past instances

Choose deliberately. Past instances usually shouldn't change because their hours and registrations are already settled.

Cancelling a single instance​

If one occurrence is cancelled (weather, holiday), cancel just that instance. The rest of the series continues.

Attendance and reporting​

Reports treat each instance as its own opportunity. If you need to compare a series across time (e.g., "how is Saturday attendance trending?") use the engagement reports filtered by opportunity series.