Recurring appointments

Set up recurring appointments for clients who come on a fixed schedule, and manage them from a single overview.

Recurring appointments

Some clients are creatures of habit -- same day, same time, same treatment, every week. Recurring appointments save you from manually creating the same booking over and over. Set it up once and Salonnare creates the appointments for you.

Screenshot of recurring appointments

Recurring appointments have their own page in the menu: Recurring. So it is not part of the bookings screen, but a separate overview.

Creating a recurring series

  1. Open Recurring in the menu.
  2. Click New.
  3. Select the client (search by name), the treatment and the staff member.
  4. Choose the frequency:
FrequencyWhat it means
WeeklyEvery week on the same day
Every two weeksEvery other week on the same day
Every four weeksEvery four weeks on the same day
MonthlyEvery month on the same day
  1. Choose the day of the week and the start time. The duration is derived automatically from the chosen treatment.
  2. Optionally, add notes.
  3. Click Save.

Salonnare immediately creates the next appointments in the series. They appear in your calendar just like regular bookings. If an appointment falls on a holiday, that date is skipped. If a time slot is already taken, that single appointment is skipped and the series simply continues.

Recurring appointments are ideal for regular clients who always want the same time slot. This keeps your schedule sorted weeks ahead without re-entering the same appointment each time.

Editing, pausing or resuming a series

Open the Recurring page and click the series you want to change. You can edit the client, treatment, staff member, frequency, day, time or notes.

Want to stop a series temporarily? Use the pause button in the list (the pause icon). A paused series no longer creates new appointments. Use the resume button (the play icon) to make the series active again. In the overview you can see for each series whether it is active or paused.

Changing an individual appointment in the series (scope choice)

If you want to change just one appointment rather than the whole series, do that directly from the calendar. When you change the status of an appointment that belongs to a series, Salonnare asks which scope applies:

  • This appointment only -- change just this one occurrence. The rest of the series stays unchanged.
  • This and all future appointments -- update this appointment and every following one in the series.
  • All appointments in the series -- update every appointment, including past ones.

Deleting a series

  1. Open the Recurring page.
  2. Click the series and then Delete (or use the bin icon).
  3. All future scheduled appointments in this series are cancelled. Existing, already-past appointments are kept.

Viewing all your recurring series

The Recurring page gives you an overview with, per series, the client, the treatment, the frequency, the day and time, the staff member, the next scheduled date and the status (active or paused). At the top you see counters for the total, the number of active and the number of paused series. You can search by client or treatment and filter by frequency and status.

A recurring series keeps creating appointments as long as it is active. Review your series from time to time and pause or delete the ones you no longer need, so no unwanted appointments keep appearing in your calendar.

Want to learn more about other booking features? See Managing appointments or Online bookings.

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