Repeating Appointments

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


In this Article:

Create a Repeat Appointment

  • Click Schedule (left menu)
  • Click the day/time desired to start the repeating appointments
  • Include the relevant information (like client name, telehealth option, CPT code)
  • Then click shown below:


  • Set the Repeats? option to Yes shown here:


From here, repeat customization options:

  • Every __ Days, Weeks, or Months
  • On weekly, you can select multiple days of the week:
    • ex 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
Note: Repeats appointments are only available when the user clicks while scheduling.

It is currently not possible to go back into the created appointment and edit the singular appointment to have it repeat. You would instead want to follow this process from start to finish.

Delete a Repeat Appointment

For more information about this, please review our article here.

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