📝 Overview
A Recurring Appointment lets you reserve a repeating appointment slot for a client, for example, the same time each week with their coach, without rebooking it manually each time.
This guide walks you through creating a recurring appointment from your dashboard, step by step.
🗓️ How to create a Recurring Appointment
You can set up a recurring appointment for a client from the Reservations area of your dashboard. Follow the steps below.
Click the arrow to learn how to create a Recurring Appointment
Click the arrow to learn how to create a Recurring Appointment
1️⃣ Step 1 - Go to Reservations
Head to Classes/Appointments ➜ Reservations and click New recurring reservation.
2️⃣ Step 2 - Select the customer
Choose the client from the Customer dropdown.
3️⃣ Step 3 - Set the Reservation Type to Appointment
On the next page, under Reservation Type, select Appointment.
4️⃣ Step 4 - Choose a membership
Select the client's applicable Membership from the list.
💡 If the client doesn't have a suitable membership, click Add a different membership to be redirected to their profile, where you can add one before continuing.
5️⃣ Step 5 - Select the Appointment Type
Choose the one-on-one session you want to set up the recurring booking for from the Appointment Type list. You can also filter by Instructor and Venue to narrow the results.
6️⃣ Step 6 - Set the schedule
Choose the following:
Start Date — when the recurring series begins.
Appointment Slot — the specific time slot for each session.
Repeats — how often it recurs (for example, every 1, 2, 3, or 4 weeks).
Recurring Type — whether the reservation runs until the membership expires, or for a fixed number of sessions.
7️⃣ Step 7 - Confirm
Click Create Recurring Reservation.
Once created, you can view and manage your recurring appointments by going to Classes/Appointments ➜ Reservations ➜ Reservation Type ➜ Appointment.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can clients set up their own recurring appointments?
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Click the arrow to see the answer
This depends on your account's configuration. Recurring appointments can be set up from your dashboard using the steps above. Self-service recurring booking from the customer side may also be available depending on your settings - if you'd like to confirm what's enabled for your account, please reach out to support.
How far ahead are the recurring slots booked?
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Click the arrow to see the answer
Recurring reservations book a client's upcoming sessions a set number of weeks ahead on a rolling basis. The exact window can be configured for your account - reach out to support if you'd like to confirm or adjust how far ahead reservations are booked.
Can I set a recurring appointment to end after a set number of sessions?
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Click the arrow to see the answer
Yes. When setting the schedule in Step 6, choose a fixed number of sessions under Recurring Type, rather than running until the membership expires.
What happens when a client's membership expires?
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Click the arrow to see the answer
If the recurring type is set to run until the membership expires, the series stops automatically when the membership ends. No new sessions are booked beyond that point.
Can I change the slot or frequency after creating a recurring reservation?
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Click the arrow to see the answer
You can manage existing recurring reservations from Classes/Appointments ➜ Reservations. For more detail, see the overview of Recurring Reservations here.
How is a Recurring Appointment different from booking a regular appointment each week?
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Click the arrow to see the answer
A recurring reservation automates the booking process - sessions are added to the calendar automatically on a rolling basis, saving you from manually booking each one. The client keeps the same slot as long as the reservation is active and their membership has credit.