Select a topic:

Repeating Appointments

To create a repeating (recurring) appointment, select the appointment on the calendar. Select Make Repeating from the "..." menu.

Specify how often the appointment should repeat and select Save.

All repeating appointments will display a repeating icon on the calendar. On the client timeline, the client's next repeating appointment will display under Upcoming appointments.

Stop a repeating appointment

Select the repeating appointment on the calendar and select the pencil icon.

Select the pencil icon next to the repeat details.

Disable the Repeat this appointment toggle and select Done. Select Save Changes. All future occurrences of the repeating appointment will be removed. Any previous occurrences of the repeating appointment will not be affected.

NoteOnce a repeating appointment has been stopped, it cannot be switched back to a repeating appointment. To make the appointment repeat again, create a new appointment.

Update a repeating appointment

Select the repeating appointment on the calendar and select the pencil icon.

Update the appointment as needed and select Save Changes.

Specify whether the updates should be applied to this appointment only or to all future appointments.

  • If you select This Appointment Only, only this appointment will be updated. Any previous or future repeating appointments will not be affected.

  • If you select All Future Appointments, all future appointments (and the selected appointment) will be updated.

Can't find what you're looking for?

Start a chat with us to talk to a real person and get your questions answered, or register for one of our live webinars.