Creating a Recurring Appointment
Navigate to your Calendar (third tab in the sidebar)
Click on your preferred time slot or use the + New appointment button
Fill in the appointment details (client, service, date, time, etc.)
Under Repeats, click the dropdown menu (default shows "Does not repeat")
Select your preferred recurring pattern:
Daily
Every weekday (Monday to Friday)
Weekly on a specific day (e.g., "Weekly on Monday")
Every 2 weeks on a specific day
Monthly on a specific date (e.g., "Monthly on the 17th")
Custom (for more complex patterns)
Complete the appointment creation by clicking Create appointment
Important: The recurring pattern cannot be changed once an appointment series is created. If you need a different pattern, you'll need to delete the series and create a new one.
Viewing Recurring Appointments
To see if an appointment is part of a recurring series:
Click on any appointment in your calendar
In the side panel that opens, look directly under the appointment date and time
For recurring appointments, you'll see text showing the pattern (e.g., "Repeats weekly on Monday, Wednesday")
Modifying Recurring Appointments
When you need to make changes to a recurring appointment:
Click on any appointment in the series to open the side panel view
Click the Options button at the bottom of the panel
Select Edit from the menu
Make your changes to the date, time, or other details (note that the recurring pattern itself cannot be modified)
When prompted, choose one of the following options:
Only this appointment: Changes apply to just this instance
This and future appointments: Changes apply to this and all future occurrences
All appointments in series: Changes apply to the entire series
Click Save changes
Cancelling Individual Appointments
To cancel a single appointment:
Click on the appointment in your calendar
In the side panel, click the Status dropdown and select Cancelled
Choose your notification preferences (email/SMS) and add an optional message
Click Confirm
Deleting a Recurring Series
To delete an entire series of recurring appointments:
Click on any appointment in the series
Click the Options button at the bottom of the panel
Select Delete from the menu
When prompted, select All appointments in series
Confirm your choice
Managing Reminders for Recurring Appointments
By default, appointments use your practice's default reminder settings. You only need to customize these when you want different reminder behavior for specific appointments:
While creating or editing a recurring appointment, expand the Reminders section
To customize reminders:
Enter a number in the first field (e.g., 24)
Select the time unit from the dropdown (Hours, Days)
Choose the delivery method (Email, SMS, or both)
Click + Add reminder to set additional reminders if needed
Use the Remove link to delete any unwanted reminders
Tips for Managing Recurring Appointments
Check for scheduling conflicts: The system will alert you if an appointment falls during unavailable time
Block time between sessions: Create recurring block time appointments for preparation or breaks
Use appointment-level reminder settings: Customize reminders for specific recurring clients
Remember patterns can't be changed: Choose your recurring pattern carefully as it cannot be modified after creation
Use the Options menu: Access delete functionality to remove an entire series if needed
Need Additional Help?
If you have questions about managing your recurring appointments, please reach out to our support team via the Support option in the left sidebar.