Choose an appointment on the schedule that you would like to recur.
On the appointment panel, select the arrows beside the “Copy/Move” buttons to create a recurring event.
Choose the days of the week for the appointment to recur and the end date.
An appointment list will appear with appointments listed as either Available, Conflict or Staff Member Unavailable.
Work through the conflicts and then book the appointments! Don’t forget any online booking restrictions you have setup, such as tags, which may impact your availability.
Is there a limit to how far out a recurring appointment can be booked in for?
Yup - at the moment recurring appointments can be booked administratively up to 1 year in advance. To get around this limitation, you can toggle to Jan 1st of the following year, book the appointment on the Schedule and Jane will expand the year selection to the next year.
For example, if we wanted to book Bob in up until 2025, we’ll head over to the Schedule, click the Go to Datebutton in the bottom right corner of the screen, and toggle to Jan 1st, 2024 (or any date within that year)
Once we’re on that day in the Schedule, we can book the first appointment in the series like a regular appointment. With the appointment booked, we can make the appointment recurring by clicking on the two forward arrows
When the Repeat Until field is clicked and the year for the date range is selected, Jane opens that up to 2025:
If I booked recurring appointments that have insurance policies attached to it, would I be able to update those visits with a new policy if needed?
Yes! To do this, you may need to disable email notifications from being sent to your patients, as this will require us to re-book the patient in for their future recurring visits with the updated insurance policy. You can do this under the patients Profile > Edit/Settings > check off Do Not Email.
Once you’ve done that, you can then pick a starting appointment to update the insurance policy for, then remove & add the correct policy:
From here, click onto the arrows beside the Copy/Move button again, and delete any future booked appointments, and re-book the appointments again:
Once you’ve done that, feel free to head back to the patients’ profile to deselect Do Not Email so your patient can receive email notifications again.
Is there a recurring appointment feature for clients booking online?
No - This is an administrative feature at the moment. Clients or patients of the clinic would need to book these repeating appointments individually.
We’d love to hear more about how we can improve the online booking experience for your clients and patients. You can share your feedback with the team here 💙