Create a Recurring Appointment (How-To)

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Other Dates can also be added when you create an appointment. You can set up a recurring schedule or you can enter specific dates. The system will default to booking with the same service, same reservation type (including Add Daycare), same specialist, same appointment time, and same service options. Service Notes and Reservation Notes are also copied into all reservations.

 

Before You Begin

You should be able to Create a New Appointment.

 

Create a Recurring Appointment

  1. Create a new appointment.

    Important: Before proceeding with booking multiple dates, please ensure you have selected an appointment time.


  2. Locate the recurring dates section near the bottom.

  3. For recurring dates, choose which days of the week to book with Begin on Which Days?

  4. Then select from the listed How Often? options or enter a custom # of Weeks for the frequency.

  5. Optionally, enter an Until date or a set # of Dates to Add
    Screen_Shot_2022-05-24_at_12.15.14_PM.png

  6. For specific dates, select a date from the calendar picker.
    Screen_Shot_2022-05-24_at_12.31.52_PM.png

  7. Click Add Date(s).

  8. Repeat as needed to add all applicable dates. 

 

If one of the selected dates is not available, you will receive an error that there is a conflict. If you click Override & Book All Dates, the system will allow you to book the appointment even if the specialist is not available for that time/date. Users without the permission "Can Override Appointment Capacity" will only have the button to Only Book Available Dates

Screen_Shot_2022-05-24_at_12.02.56_PM.png

Related Resources

 

 

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