Recurring appointments
In short
Turn on Repeat when you book to create a series: every few days, weeks or months, for a set number of visits, until a date, or with no end. The client gets one confirmation for the whole series and a reminder before every visit.
Setting up a series
When you book, switch on Repeat, then choose how often and when it ends:
- How often
- Every 1 to 52 days, weeks or months
- Weekly unless you choose otherwise.
- When it ends
- Never, after a number of visits, or on a date
- Up to 365 visits. With no end, it keeps going.
- What each visit gets
- Its own appointment
- Same client, specialist, service and length, each on its own date.
- One service at a time
- Single-service only
- Visits with several services cannot repeat yet.
Every visit is created straight away, a year ahead. A series with no end is topped up automatically, so there is always at least half a year of visits in your calendar.
What your client hears
- When you bookOne confirmationFor the whole series
- Before each visitA reminder24 hours ahead, every time
- If you change the timeOne updateFor the whole series
- If you cancelOne cancellationFor the whole series
What a client receives
Hello Maria, you're booked in at Linden Hair Studio on Thursday 16 October at 14:30 with Ana. See you then!
Hello Maria, just a nudge: Ana is expecting you tomorrow at 14:30 at Linden Hair Studio.
An example. Every shop writes its own messages.
Changing a series
Open any visit and choose Edit. You are asked what to change:
- Current
Only this visit. It becomes an exception, and later changes to the series leave it alone.
- From now on
This visit and every one after it. Past visits are never touched.
How often a series repeats cannot be changed once it exists. To change it, cancel This and all following and book a new series.
Cancelling
Cancelling a visit in a series offers three choices: This appointment only, This and all following, or All appointments in the series. Whichever you choose, the client gets one cancellation message, not one per date.
From Google Calendar
A repeating event created in Google Calendar comes in as separate visits, and each one is read from its own title. So one series can mix client visits and personal time, if that is how you wrote it.
Settings in this answer
Sent 24 hours before the appointment.
Related
See it with your own shop
Start a free trial and set things up the way this guide describes.
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