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
- Select weekly in the Recurrence dropdown
- 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
- Check Ends On and select a date if you would like to have the appointment repeat until that date
- 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
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:
- Cancel the Appointments in the Series
- Book a new series (the process above)
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