If you want to create a repeating appointment on your calendar, walk through these steps:

  1. Click on the date and time you'd like on the calendar for the series.
  2. Select a client and service
  3. Navigate over to the recurring appointment area and it defaults to "Not Recurring" so you will want to update that to create your series. You can choose to recur weekly, monthly, or choose specific days.
  4. Set all additional parameters as needed (every other week, no end date, etc.)
  5. Select the “book it” button to lay down the series in your calendar

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.

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

If you want to edit a repeating appointment, walk through these steps:

  1. Select an appointment within the series you wish to edit
  2. Opt to "edit entire series"
  3. Select the "edit series" button in the upper right-hand corner.
  4. Make your changes, hit save, and you are good to go!

If you want to cancel a repeating appointment, walk through these steps:

  1. Select the appointment within the series you wish to cancel
  2. Opt to "edit entire series"
  3. Select the "cancel series" button in the upper right-hand corner.
  4. Select the orange "cancel series" button for confirmation and the series will be cancelled from that date forward!

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

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