Can I create reoccurring appointments?
Created by Jessica Hoi, Modified on Tue, 25 Feb at 8:59 PM by Jessica Hoi
Absolutely!
To set reoccurring appointments:
- Click on the Calendar icon on the side menu
- Use the filters and select a time slot to create an appointment
- Select Set repeating
You'll then have the option to repeat the appointments:
- Weekly
- Every 4 weeks
- Every 6 weeks
- Every 8 weeks
- Custom
Each option either lets you select the day of the week the appointment will be on, create the reoccurrence indefinitely (i.e. finishes Never) or you can set an end after X weeks/days by selecting After (Finishes dropdown) and then inputting the number under After.
If you select Custom you have the option to:
- Select the period for the reoccurrence (Every X number of either days/weeks)
- The day (or days if multiple appointments a week) the appointment will be created on
You also have the option to send out payments links to request upfront payments X days before the appointment. You'll need to make sure you enable PataPay first.
Once you're done, click Set Repeat and you can then carry on with creating the appointment, or click Save if you've already selected the Client and Service/s.
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