If a client wants to come in for their appointment regularly – say, every few weeks or every couple of months – then you may want to add a recurring appointment to your Connect calendar.
In this article, we’ll cover:
- How to make your appointment recurring
- How to edit recurring appointments
- How to cancel recurring appointments
- Getting paid for recurring appointment
- Client booking confirmation and reminders
How to make an appointment recurring
- Start adding an appointment as you normally would, in your Connect calendar.
- You’ll see a new Repeat button at the bottom – click that for more settings to appear.
- Choose how often your client wants to repeat their appointment by clicking on the down arrow.
- Now choose when you want this recurrence to end (this will be the number of appointments your client wants to book).
- You’ll also see the date this recurrence ends so you can plan ahead.
- Now save your new recurring appointment, and you’re all done!
The appointment will be added to your calendar as many times as you’ve set it to repeat, for the same time (for example, 11 am, like above).
How to edit recurring appointments
Editing recurring appointments is easy – though for now, you can only edit one appointment at a time.
- Click on the recurring appointment you want to edit
- Make your changes, then remember to save.
Your changes will only apply to the appointment you’ve edited, not the whole series.
In the future, we’ll make it possible for you to edit the whole series of recurring appointments at once – so watch this space.
How to cancel recurring appointments
If a client gets in touch to cancel one of their recurring appointments, just open it in your calendar and cancel it as you normally would. Their future recurring appointments won't be affected.
If you also want to cancel their future recurring appointments:
- When going through the cancellation in Connect, a pop-up window will appear;
- Tick ‘Also cancel all future recurring appointments’ in that pop-up window, then 'Cancel appointment'.
This will cancel the appointment you first opened, and all future recurring appointments.
Getting paid for recurring appointments
At the moment, recurring appointments can only be paid for at venue (can’t be prepaid).
This means your client will need to pay for each appointment individually when they come in for their visit.
Client booking confirmation and reminders
When you’ve added a recurring appointment, your client will receive a booking confirmation email (just as they normally would).
They’ll only receive it once to confirm their appointment has been booked, not before every recurring appointment.
They will, however, receive a booking reminder before each recurring appointment, to protect you from no-shows.