Schedule a meeting that repeats weekly, biweekly, or monthly by setting the recurrence pattern on the Event composer before saving.
- Open the activity composer
From any record's Activity tab, click New Event. The composer opens with the standard subject, start, end, and related-to fields.
- Fill the core fields
Enter the subject, start date, start time, duration, and any related records (account, opportunity, contact). These fields apply to every occurrence in the series unless you break out a specific occurrence later.
- Enable recurrence
Check the Recurring Event box. A panel appears with cadence options: Daily, Weekly, Monthly, Yearly.
- Configure the pattern
Pick the cadence. Set the interval (every 1, 2, or 3 weeks). Pick the day-of-week mask for weekly events. Set the end date or the occurrence count.
- Add invitees
Click Add Invitees, search for users, contacts, or leads. Each invitee receives a recurring meeting invite that respects the same pattern.
- Save and verify
Click Save. The calendar shows the series rendered across the configured date range. Click any single occurrence to verify the recurrence summary shows the expected pattern.
- The 100-occurrence cap can be hit on a standing weekly meeting in two years. Plan for it by creating yearly sub-series for any meeting that will run indefinitely.
- SOQL queries that omit INCLUDE_RECURRING miss every occurrence after the first. Custom calendar UIs and reports must include the keyword or they silently undercount.
- Editing the series re-expands all future occurrences from the new pattern. Any broken-out occurrence stays as-is, but a series-level subject change rewrites every occurrence the user thought was custom.
- Einstein Activity Capture sync can lose a recurring pattern when the user uses an Outlook-only feature (Friday-the-13th rules, every workday). The series falls back to single events on the Salesforce side.