> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/scheduling/scheduling-a-standing-appointment.md).

# 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.

{% stepper %}
{% step %}

## Select the date

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

![](/files/0859ef8a5aa92c60a219d88265a4434990b9a8e8)
{% endstep %}

{% step %}

## Select the time and employee

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

{% step %}

## 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.

![](/files/ca2bb8b98a4e1fee12b3a0da4d5006b26a5c465b)
{% endstep %}

{% step %}

## 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.

![](https://support.rosysalonsoftware.com/hubfs/Knowledge%20Base%20Import/rtaImage-Aug-19-2022-12-41-36-12-PM)

![Client Type](/files/1a454ef88fd507ca7fe88cc94d484d75f04ff4b4)
{% endstep %}

{% step %}

## Add an appointment note

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

![](https://support.rosysalonsoftware.com/hubfs/Knowledge%20Base%20Import/rtaImage-Aug-19-2022-12-41-35-40-PM)

![Appointment Note](/files/8ba16c2ccff7bddeb4c5fd0fc5de2915b21d1a10)
{% endstep %}

{% step %}

## Enable recurring appointments

Check the **Recurring Appointment** box under the Appointment Note field.
{% endstep %}

{% step %}

## Select the duration

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

{% step %}

## Select the frequency

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

![](https://support.rosysalonsoftware.com/hubfs/Knowledge%20Base%20Import/rtaImage-Aug-19-2022-12-41-34-02-PM)

![recurring appointment](/files/8ffd93e2676a8e547d44e93b9cee7dc6fe7932c8)
{% endstep %}

{% step %}

## Create the appointment

If you are finished with scheduling the appointment(s), click **Create** at the bottom.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**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.
{% endhint %}

See "[Scheduling/Editing an Appointment](/scheduling/scheduling-editing-an-appointment-w-video.md)" 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.*


---

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