How to Schedule a Recurring Appointment

Appointments can be scheduled to repeat on a set weekly interval with a minimum of a 1 week up to 9 weeks.

For reference, here are a few common intervals in relation to the weeks between.

	Number of Weeks
Weekly	1
Biweekly / Twice a Month	2
Monthly / Once a Month	4
Every Month and a Half	6
Bimonthly / Every 2 months	8

Booking a Recurring Appointment

First, begin creating a new appointment this can be done from the following places:

• From the Calendar
• From Appointments
• From a client's profile

More information on how to create an appointment can be found here

1. Select weekly in the Recurrence dropdown

   

2. Select if you would like to have the appointment repeat until a set date, or after a specific amount of occurences
   • Check Ends On and select a date if you would like to have the appointment repeat until that date

     

   • Alternatively, check Ends After to have the appointment repeat that many times

     

3. When all the appointment details fields are complete, click on ‘create the appointment’

   

Once the series has been create a notification will be sent out with and include:

• The date of the first appointment
• The date of the last appointment
• How many total appointments have been booked
• The start and end date of the series

This notification will use the Recurring Appointment Confirmation template. For more information on creating or editing a notification please see here.

Editing a Recurring Appointment

Recurring appointments can only be updated on an individual basis. If there is an update needed for the entire series then the following steps must be taken:

1. Cancel the Appointments in the Series
2. Book a new series (the process above)

To update an individual appointment, please refer here for more information on the process and limitations.

Cancelling a Recurring Appointment

Recurring appointments can be cancelled in the same way as single appointments, for more information please see here. The difference is that you have the option to:

• Cancel the single appointment
• Cancel all in the series
• Cancel all within a specific date range