Scheduling a Standing Appointment

A Standing Appointment, AKA a Recurring Appointment, is catered toward loyal customers who come in on a frequent, regular basis for the same service(s). This allows them to preserve those times in the future for otherwise busy salons/spas.

1

Select the date

On the Schedule screen, select the date the client has requested in the calendar at the top left.

2

Select the time and employee

Click on the time the client chooses under the employee they would like to be scheduled with.

3

Select or create the client

When scheduling an existing client, enter the client’s name or phone number in the client search field and select the name from the drop-down.

When scheduling a New Client, click the New Client button below the search field, enter all required information (First Name, Last Name, Phone Number), then click "Create Client" at the bottom.

4

Adjust the client type

Use the Client Type drop-down at the top right to adjust what type of client is scheduling, for example: Request, Walk-In, New Client.

Client Type

5

Add an appointment note

Use the Appointment Note field to enter a note for this appointment, such as a coupon code.

Appointment Note

6

Enable recurring appointments

Check the Recurring Appointment box under the Appointment Note field.

7

Select the duration

Select the Duration: The time period the recurring appointment will be in effect, up to 24 months.

8

Select the frequency

Select the Frequency: How often the service will be performed, for example: every 4 weeks.

recurring appointment

9

Create the appointment

If you are finished with scheduling the appointment(s), click Create at the bottom.

Note: If there are any conflicting times, a pop-up window will appear with links to the conflicted dates. Select the links and reschedule the time as you would for any other appointment. Only that day will be rescheduled; it will not affect the rest of the standing appointment.

See "Scheduling/Editing an Appointment" to learn how to edit an appointment.

Note: If you edit an appointment that is apart of standing appointments, it will only edit the appointment for the particular day & time you click on, it will not affect the other standing appointments associated with it in the future.