Recurring appointments can only be booked by staff and can not be booked by clients. It's important to note that booking recurring multi-capacity appointments is not possible at this time.
From the main navigation menu select Appointment Schedule
Select Add a Calendar Event
Search for a client and select the client to be booked
Choose a location and staff member for the appointment
Select an appointment type, then choose Next
Select a time and date
Here, you can book an appointment during available time slots or, you can book an appointment to override all availability settings.
Only show slots marked as available, displays only timeslots entered under the staff member’s availability.
Override all availability settings (show all), book an appointment that occurs outside and within available timeslots.
Select a blue date dot on the calendar to choose an available appointment slot and choose a room
After selecting Book recurring appointment, choose Add additional dates
Check the boxes next to the dates you’d like to book. If the room you selected is already in use the option on the checklist will not be selectable and will say - unavailable.
After you are done selecting the recurring appointment dates choose Continue
Select a Payment Method. Here you can choose an existing plan, purchase a new plan, or choose Book unpaid.
Choose a card for no-show and late cancel fees under Select card for late fees/no shows (optional)
Select Book
Using Plans to Book Recurring Appointments
Booking with a Plan Insufficient Passes Warning
If the total number of booked appointments exceeds the number of passes remaining on a plan, you will receive the following warning: "The plan selected doesn't have enough passes to cover these appointments. You can proceed with booking (and resolve on settle) or choose another plan."
You then have two options: proceed with booking and resolve the payment during settlement, or select a different plan with sufficient passes. The passes are considered to be used and passes cannot be deducted if the upcoming recurring bookings are equal to or more than the amount of passes remaining.
Multiple plans
You can not combine multiple plans at checkout to cover the bookings. For example, if you booked out 10 recurring appointments and the client had 4 sessions left on one plan and 6 sessions left on another plan, you can not select both, then book the ten recurring bookings. You must book four recurring appointments, select the 4 session plan, and complete those bookings. Then, go back to the appointment schedule and book the remaining 6 sessions using the plan with the 6 sessions remaining.
Auto-refilling plans
If a limited plan refreshes the system will only allow you to book using the sessions remaining and will not charge the client to cover the upcoming bookings. The system will allow you to book the sessions that will not be covered by the passes the plan has remaining as unpaid.