Recurring Appointments are events in your Schedule that you can set to automatically repeat on either a daily, weekly, or monthly basis.
This function enables you to automatically create events occurring in the future.
Managing Recurring Appointments
Appointments are set to repeat when you have a frequently held appointment on a regular basis with a particular client. This prevents you and your client from having to create a new appointment each time, and helps you both stay organized while receiving the same reminder notifications you would regularly receive.
Group Appointments may be set to repeat if you have a routinely held group service that you wish to be available for booking in the client view in advance. Such group appointments may include workshops, information sessions or other similar services. Having your group service set to recur allows more booking options for your clients while also saving you the time it would take to create each one manually.
You may also set a recurrence on a Busy period. Busy periods are used when a staff member wants to block off time in their schedule. Reasons for creating busy times include external personal appointments, break times, work periods and any other reason a staff member may want to stop booking availability.
Recurrence is used when you have repeating busy time such as a weekly doctor’s appointment or most commonly, a daily lunch break. Setting a recurrence on your daily lunch break ensures you will have your break every day and never have to move or reschedule a client appointment.
Creating an Appointment
Administrators, Managers, Staff Advanced, Staff Plus and Staff all have the ability to create recurring appointments.
Click on the “Recurrence” tab when creating an event if your appointment repeats. You have the option to choose a Daily, Weekly, or Monthly recurrence.
Daily: Repeats every set amount of days.
Weekly: Happens on the same days weekly.
Monthly: Repeats on a set day every month.
Recurring appointments will be scheduled continually until the end date that you indicate. When editing a set of recurring events in your calendar, you will be prompted to choose if the change should take effect for only the current events, all future events, or all events in the series.