Create a Recurring Appointment from the Inbox:
From your inbox select New. From the drop-down list, choose Appointment.
Create a Recurring Appointment from the Calendar:
From the Calendar tab select Schedule New. From the drop-down list, choose Appointment.
Next, select a client or job from your list, or choose New Job/Client to create a new contact or job record.
Input the appointment details by selecting the service for the appointment and set the date for the 1st occurrence of the recurring appointment.
Select Does not repeat to change the appointment from a single occurrence to reoccurring.
In the pop-up box, toggle the switch over to Repeat.
Set how often the service will repeat for this series.
Select which days the appointment will occur.
Select the end date for the appointment series.
Once your revisions are complete, select Schedule Appointment.
Your view of the appointment once scheduled:
Your client's view:
Why Should You Use Recurring Appointments?
You might use this feature when you plan on meeting your clients on a recurring basis for the same type of appointment.
Here are some examples:
A patient with shoulder pain requires 5 recurring meetings with a physiotherapist.
A veterinarian may use recurring appointments for an animal that needs 3 rounds of shots.
Q: How would payments work?
A: When setting up a repeat appointment - the business can set it as paid (as with regular appointment).
The price stated is for a single appointment and not the whole series.
A pending payment will be created for each appointment instance. Each payment will have a different due date based on the date of the appointment.
Q: How does client confirmations and follow ups work here?
A: For now these are grayed out for recurring meetings.
Q: Would the invite generate an ICS file per instance of meeting?
A: No. Only a single ICS file will be sent for the entire series.
Q: How will the price and payment options show to the client?
A: When selecting “suggest to pay at booking” or “require to pay at booking”, the series will be booked.
On the first email to the client there is no mention of payment.
On appointment reminders to clients a suggestion to pay will show.
A pay button will also show on the client portal.
Q: Can I convert an existing appointment to a series?
A: Currently not at this time. You would have to recreate the appointment to make it a repeat.
Q: Can the business reschedule a recurring appointment?
A: Yes, they can reschedule the whole series or one instance. The time and date can be changed, however the repeating rule can not be changed.
Q: Can the client reschedule a recurring appointment?
A: The client can reschedule an appointment instance from the Client Portal. They can not make changes to the whole series.
If the service is not set as “auto-approved” the business will receive a request - just as they do with regular appointments.