Repeating Appointments

When seeing a client on a regular, ongoing basis, save yourself some time and opt to create a repeating appointment!

• Within your menu option Schedule: click on the day/time desired to start the repeating appointments.
• Include the relevant information (like client name, Telehealth option)
• Then select More Details / Options like below:

• Then, set the Repeats? option to YES like below:

From here, you can customize to repeat every:

• Every __ Days, Weeks, or Months
• You can select multiple dates on the week: so for example every week on Monday and Thursday.
• You can also set the repeat appointment to end after a certain number of appointments (occurrences). This count includes the original appointment.