Set up a series of Recurring appointments to easily manage regular clients and ensure their services are always booked at their preferred times with their favourite team members.
Create a recurring appointment
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Go to your Calendar.
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Create a new appointment or select the existing appointment that you would like to add to a recurring schedule.
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Under the Info tab, click Edit next to the appointment date and select Frequency.
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Use the drop-down menu to select how often you’d like the appointment to repeat.
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Click Ends and use the drop-down menu to select how many recurring appointments you’d like to schedule. There are also options to select a Specific date or have Ongoing appointments.
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Once you’ve selected the correct details for your recurring appointments, click Apply changes and then Save.
NOTE:
- You can easily identify Recurring appointments in your calendar as they’ll have a small repeating icon on them.
- Once a Recurring appointment series is set up, appointments will be automatically added to your calendar up to 12 months in advance.
Reschedule recurring appointments
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Head to your Calendar.
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Select the appointment you wish to reschedule from the Recurring appointment series.
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Reschedule the appointment by clicking More options and selecting Reschedule or by editing the services within the appointment
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Click Save
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Select to either Update this appointment only or Update all upcoming appointments depending on your client's preference.
You can also reschedule a Recurring appointment by dragging and dropping the appointment you wish to move to a new date or time. This will only change for the selected appointment and not the whole Recurring appointment series.
⭐Click here to learn more about how to reschedule appointments.
Change recurring appointment details
You can edit the full series of recurring appointments or just a single appointment to change any of the details associated with the appointment:
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Go to your Calendar.
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Select the appointment you wish to edit from the Recurring appointment series.
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Make any changes to the appointment, including the client selection, date or any of the service details.
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Click Save
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Select whether you want to Update this appointment only or Update all upcoming appointments.
Cancel a recurring appointment
Cancel a recurring appointment through the following ways:
Through More options:
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Go to your Calendar.
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Select the appointment you wish to cancel.
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Select More Options and click Cancel.
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Use the drop-down to select a Cancellation reason.
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If you wish to cancel all upcoming recurring appointments, check the box where prompted.
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Click Cancel appointment.
Through the appointment status:
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Go to your Calendar.
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Select the appointment you wish to cancel.
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Update the status of your appointment by clicking Change and selecting Cancel.
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Use the drop-down to select a Cancellation reason.
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If you wish to cancel all upcoming recurring appointments, check the box where prompted.
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Click Cancel appointment
⭐Click here to learn more about how to cancel appointments.
