You can set repeating appointments for clients on your Calendar. You can also set repeating classes to quickly make those times available to clients on a regular basis.
Note: Clients cannot create their own repeating appointments online, but they can join single occurrences of a repeating class online.
Contents in this article:
- Setting a repeating appointment
- Repeating classes
- A note regarding the upcoming appointments list
Setting a repeating appointment
(1) Go to the Calendar tab
(2) Click on the date and time you'd like to set the first appointment
(3) In the New Appointment dialog, select the Service for your appointment
(4) On the Repeats drop-down menu, select the type you'd like to set: daily, weekly, monthly, or yearly
(5) On the Repeat every drop-down menu, select how frequent you would like to repeat the appointment:
Daily - Between 1 and 30 days
Note: "1 day" repeats everyday, "2 days" repeats every other day, "3 days" repeats every 3 days, and so on.
Weekly - Between 1 and 52 weeks
Note: "1 week" repeats every week, "2 weeks" repeats every other week (biweekly), "3 weeks" repeats every 3 weeks (triweekly), and so on.
(a) Repeat on (weekly) - Check the boxes to make days part of the repeating series; the box corresponding to the day of the first appointment will already be checked
Monthly - Between 1 and 30 months
Note: "1 month" repeats every month, "2 months" repeats every other month (bimonthly), "3 months" repeats every 3 months (quarterly), and so on.
(a) Repeat on (monthly) - Choose the same day of the week each month (e.g. "2nd Thursday of the month") or the same day each month (e.g. "9th day of the month")
Yearly - Between 1 and 30 years
Note: "1 year" repeats every year (annual), "2 years" repeats every other year (biennially), "3 years" repeats every 3 years (triennially), and so on.
(6) With Ends, select when your repeating appointments will stop:
Never - Repeating appointment will never end
Occurrences - Repeating appointment will end after the number of occurrences you specify
On - Repeating appointment will end on the date you select. Click the radio button and then click in the white box to select the end date.
(7) Add a Client for the appointment by searching for the client's name
Note: Click the "New Client" button to add a client who is not already on your list
(8) Add any Appointment Notes
(9) Click "Save"
You can add repeating classes to your calendar in the same fashion as an appointment by selecting the class as your Service.
Note: A class can be set to repeat without having to add a client. Adding a client to a class while setting it to repeat will place the client in all occurrences of that class. It is recommended you create the repeating class first and then add clients.
A note regarding the upcoming appointments list
The list of upcoming appointments on a client record will only show the next 10 occurrences for any repeating series of appointments. As an appointment in the series is completed, another one (if there is one) is added to the list.
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