Booking repeating appointments

Created by Colette Kelly, Modified on Tue, 20 Oct at 10:49 AM by Colette Kelly

At a Glance

If you see a client at the same time each week, you can book the whole run at once rather than entering each session separately. Every booking in the series starts with the same time, length and way of meeting.

How to do it

  1. From Your Clients, click Appointments Calendar near the top. On a phone that button reads Calendar. Then click New Appointment.
  2. Choose the client, and set the date, time and length of the first session. The rest of the series copies these.
  3. Switch on Recurring Appointment.
  4. Choose the Pattern, enter the Number of Sessions, which can be any number from 2 to 52, then save the booking.

Worth knowing: Every 4 weeks (same weekday) and Monthly (same date each month) are not the same thing. Every four weeks always lands on the same weekday. Monthly keeps the date, so it moves around the week and may fall at an awkward time.

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