Can I create recurring appointments for repeat clients?
Yes. When you create an appointment from the calendar, you can turn it into a repeating series.
How to create a series
- In “My Business” → “Appointments”, click “New Appointment”.
- Choose the client, the service and the date. “Repeat appointment” then appears: turn it on.
- Under “Frequency”, choose how often it repeats: every week, every 2, 3 or 4 weeks, every month (the same day of the month or the same weekday) or every day.
- Under “Ends”, choose “After a number of visits” (from 2 to 52), “On a date” or “No end date”. With no end date, appointments are created 6 months ahead and replenished automatically.
- Review “Series appointments”: each date shows as “Available”, “Conflict”, “Outside hours”, “Closed” or “Past”, and you see how many are included.
- Click “Create series”.
Changes to a series
If you move or cancel one appointment in the series, only that one changes, unless you tick applying it to the following ones too. Only the business owner can cancel the whole series. Each client’s series show on their record, under “Active recurring appointments”.
Series from the website or the assistant
By default, only you create series, from the panel. In “My Business” → “Settings” → “Multiple appointments” you can turn on “Recurring bookings on the website” (the client books a series from your booking page) and “Recurring bookings with the assistant” (the chat and phone assistant creates series when the client asks).