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Creating Recurring Appointments

Book your clients in for recurring appointments at any frequency.

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Written by Alex Forde
Updated over a week ago

Booking clients in for recurring or repeating appointments is easy. You can fully customise the frequency from traditional weekly, fortnightly or monthly to more unusual bookings such as every 10 days.

To create a recurring appointment, go to the Calendar.

Click on the Appointments button the calendar page.

Move the calendar to the date that you wish to make the first of the recurring appointment by clicking on the angle brackets on either side of the range of dates until the calendar moves to your desired date.

Alternatively, you can click on the range of dates between the angle brackets.

That will create a pop up calendar which you can then use to scroll through to your desired date. Once you click on the desired date, the calendar will move to that date.

On the calendar click on the time in the practitioners calendar, the Create Appointment will pop up on the screen.

Most of the feilds will be pre-populated, including the location, date, time, appointment type* and practitioner. You will need to add the client.

To create a recurring appointment select the Recurring appointment check box.

The fields Repeat Every and Frequency refers to how many times the appointment is to be repeated.

For example to create an appointment that recurs every Monday and Wednesday you would select Repeat Every = 1 and Frequency = Weeks and then select Mondays and Wednesdays.

The Appointment Ends refers to when the appointments will stop, whether they be never, on a certain or after a set number of occurrences.

If you select never, the appointment will be created indefinitley.

If you select a date, the final appointment will be on that date.

If you select after you can choose a number of appointments, for example after 10 appointments. In the example above it would be after 5 Monday and 5 Wednesday appointments to make a total of 10 appointments.

Once all of the details are selected, and all other fields completed, be sure to scroll to the bottom of the pop up and click on the Create New Appointment button.

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