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How do I set, edit, and cancel a recurring appointment?
How do I set, edit, and cancel a recurring appointment?

Edit, cancel a recurring appointment

Angela avatar
Written by Angela
Updated over 4 months ago

You can easily set and manage recurring appointments! Check it out πŸ‘€

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Create a recurring appointment

  1. From your Appointment Calendar, click on the date and time for the series

  2. Select a client and service

  3. Click Recurring Appointments, and select for the appointment to recur weekly, monthly, or on specific days.

  4. Set additional parameters as needed (every other week, no end date, etc.)

  5. Select the book it button

❗ Just a heads up, the client won't get an initial confirmation email when a series is booked, but if you have an email address on file for them, they'll be sent a reminder before each session. πŸ“©

For the more visually inclined, we have a great video here about booking appointments. Just click here to get the lowdown!Β 


Edit a recurring appointment

  1. From the Appointment Calendar, select one of the upcoming appointment from the series you wish to edit (called out by the circular arrow on the appointment block)

  2. From the menu that appears, click View Entire Series

  3. Select Edit (the pencil icon) to make you updates

  4. Once done click Update Series

Example πŸ‘‡


Cancel one repeating appointment

  1. From the Appointment Calendar, select the appointment within the series you wish to cancel

  2. Choose View Appointment Details

  3. Select Cancel Appointment in the upper right-hand corner (the calendar icon)

  4. Choose to send the client a cancellation message or not and then hit Cancel Appointment


Cancel an entire series

  1. From the Appointment Calendar, select one of the upcoming appointments from the series you want to cancel (called out by the circular arrow on the appointment block)

  2. Click View Entire Series

  3. Select cancel in the upper right-hand corner (the calendar icon), and confirm cancel series

πŸ‘‰ Keep in mind that appointment notifications will not be sent to either the provider or the client when canceling the series.

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