Recurring Appointments
Set up and manage recurring appointment series for regular clients.
Last updated: February 2026
Recurring Appointments
Set up recurring appointments for regular clients.
Creating Recurring Appointments
To set up a recurring appointment:
- Create a new appointment as usual
- Click "Make Recurring" or select the repeat option
- Configure the recurrence pattern
- Set an end date or number of occurrences
- Review and confirm the series
Recurrence Patterns
Available repeat options:
Daily
Repeat every day or every X days.
Weekly
Repeat on the same day each week, or select multiple days.
Bi-weekly
Repeat every two weeks on the same day.
Monthly
Repeat monthly on the same date or same day of the week (e.g., first Monday).
Managing a Series
Editing Options
When editing a recurring appointment, choose which occurrences to modify:
- This appointment only - Changes just the selected occurrence
- This and future appointments - Updates from this date forward
- All appointments in series - Modifies the entire recurring series
- Skip this occurrence - Remove one instance without affecting others
- Cancel future occurrences - End the series from a specific date
Series Modifications
You can modify various aspects of the series:
- Timing Changes Update the time or duration for future occurrences
- Service Updates Change services or add additional treatments to the series
Series Exceptions
Handle special cases within a recurring series such as holidays, vacations, or one-time schedule changes.
Cancelling Series
End a recurring series by setting an end date or cancelling all future appointments:
- Edit the series settings to set a specific end date
- Cancel all future occurrences while preserving past appointments
- Delete the entire series including historical records if needed
Viewing Series Appointments
Recurring appointments are visually linked on the calendar and can be filtered as a group for easy management.
Best Practices
Tips for managing recurring appointments: confirm series with clients before setup, set reasonable end dates (3-6 months), review recurring series monthly, and establish clear policies for missed appointments.