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How to book recurring or standing appointments


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Created 2007-12-05
Modified 2007-12-06
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"If a client requests a recurring appointment time how do I book it?"

You can add recurring client appointments into your appointment calendar using the "Recurring" appointment feature. Here's how it works...

1. Navigate to the "Appointment" section and select the desired day and time of the first appointment in the series.

2. On the appointment card click the "Recurring" button (see below).

3.  On the resulting page (see below) ...

  1. Define the booking parameters for the recurring appointment series (starting and ending dates, appointment time, and service).
  2. Select the recurring period (daily, weekly or monthly) and the associated settings.
  3. Complete the client details and note section
  4. Once completed click the "Check" button to verify the availablity of each appointment in the series.


4. Review the appointment availablity and click the "Book" button to enter the "Good" appointments into your appointment book..

The recurring appointment series is now entered into your system. Repeat the steps for another client if desired.




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