Agree the first monthly service date before changing a fortnightly pattern. Monthly means a calendar-month interval, so the spacing differs from every four weeks. Review work already booked around the transition and confirm which occurrence is the last under the old arrangement.
Write down the transition
Suppose a customer has fortnightly Visits on 7 and 21 September and wants monthly service from 7 October. Decide what happens to 21 September rather than assuming the new pattern removes it. Also confirm whether the changed frequency alters the expected work or duration.
| Decision | Agreed value |
|---|---|
| Last old-pattern service | 7 September, if confirmed with the customer |
| 21 September occurrence | Review and resolve explicitly |
| First monthly service | 7 October |
| Following monthly checks | 7 November and 7 December |
Revise the future pattern in Daylane
An owner or scheduler with Pro+ can open the source Job's recurrence management, choose Monthly and Every 1 month, and set First Job under this pattern. That date sets the day of the month. Review the start time, expected duration, primary assignee and optional end date, then use Save future pattern.
Only untouched scheduled Jobs are changed by the pattern edit. Completed, in-progress, multi-Visit, moved, reassigned or edited Jobs remain as they are. Check these exceptions in the schedule rather than assuming the edit rewrote every occurrence.
Verify dates and notify the customer
Check the next few occurrences and any protected Jobs around the transition. A monthly pattern on the 29th, 30th or 31st needs extra attention: Daylane skips a month that does not contain the chosen day. Choose a date that matches the intended service agreement.
Pattern edits do not automatically message customers. Send the confirmed next date and the ongoing arrangement through your normal update process after checking the saved schedule.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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