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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 (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
Ends:
- You can set to end after a certain number of appointments (occurrences)
- This count includes the original appointment, and limited to 100 appointments at a time
- You can also set it to end on [a certain date]
- This is limited to 1 year into the future from the first repeat 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.
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.