Need to set up a schedule that will keep track of repeating appointments? No worries, you can set up repeating appointment schedules to help you stay on top any of your standing appointments.
If you meet with a client on a regular basis (like every week, every other week, every month, etc.), it's incredibly time consuming to have to enter each of those appointments individual. In order to make this process faster for you, you can add a repeating appointments series for a client in one go.
In the sub documentation on this page, you'll find the exact steps for:
Follow the guides above to add a client as a standing attendee to a specific class session day/time or to set up when you meet with a client 1-on-1 for one of your service based appointments.
Below on this page, we also go through how repeating appointments with a "Never" end date continuously update. If you are curious about how those types of repeating appointments work, please visit that part of our documentation at this link.
Below, you'll see screenshots of the app for how you can enter the repeating appointments screen and how the screen looks for when you're setting up repeating appointments for either a class or a service.
Repeating Appts |
|---|
| There are no images attached to this page. |
If after reading this documentation you still find yourself stuck, please feel free to contact our support staff. We will be glad to assist you with any questions you might have.
When adding repeating appointments with an end date of "Never" you'll notice on the right hand side that "Never" doesn't bring up dates from today through eternity. Instead we use your advance service booking or advance class booking settings to determine how far out to add repeating appointments and then continuously add them as your advance booking date changes.
To illustrate how this works, let's say you are adding a repeating appointment for the service "Consult" starting today with the end date set for "Never":
You'll see that the preview on the right only shows appointments until September 5th, 2017:
This is because the service "Private Fitness Session" on this account has an advance appointment setting of 3 months:
Thus in initially creating the repeating appointment series we only extend the series out as far as people are able to book. This helps to speed up save times.
You'll notice if you check back on any appointments that are within a repeating appointment series that you've created (a few days or a week after creating them) that new appointments will be added once the advance appointment date approaches.
So if your advanced appointments is 30 days and you add a repeating appointment starting Friday October 10th, repeating every Monday with a "Never" end date, then at first the dates on your right hand side would just be October 10th, October 17th, October 24th, October 31st, and November 7th (since 30 days from October 10th is November 9th). Once October 15th rolls around, however, then 30 days in the future is a new Monday: November 14th. Since a new Monday is on the horizon, our repeating appointment extender tool will automatically add that to the series.