You can adjust the schedule for both new and existing services to accommodate custom frequencies, such as twice a month on specific days or dates.
First, navigate to the service you want to edit.
For a new service, go to the customer's profile, click the + icon in the Services section, select a service, and click Create Draft.
From an existing service
Click on the service name
Or select the 3 dots to the right of the service and select Edit Service to view the service details
Select Adjust Service in the upper right hand corner of the service details page
In the editing panel, find the recurrence settings and click the edit icon.
In the Edit service event frequency window, set the desired Recurrence (e.g., 2x) and Service Interval (e.g., Monthly).
Choose how you want to schedule the occurrences:
Day of week: Select the occurrence (e.g., First, Third) and the day of the week (e.g., Tuesday).
Specific date: Enter the specific day of the month for each service (e.g., 3 and 20).
Review the Events preview calendar to confirm the new dates are correct.
Click the Update button to apply the new recurrence settings.
Manually adjust the Price in the service details if the new frequency changes the monthly cost.
Click Save & publish to finalize the new service or Save to update an existing one.
Tips - Common Scheduling Issues
Save Changes Button Greyed Out
This issue occurs when there is a mismatch between the recurrence settings and the intended schedule. For example, a service may be set to multiple recurrence days but saved as a single occurrence, causing a configuration conflict that blocks saving.
Bi-Weekly Service Shifts to a Different Week
When changing the service day for a bi-weekly (or every-four-week) schedule, the system re-aligns the schedule based on the original start day. This can result in the service shifting to a different week to maintain the "every other week" cadence.
Changing the service recurrence does not automatically update the price. Always review and adjust the price manually before saving to ensure correct billing.
Solutions for Common Problems
Resolving the Greyed-Out Save Changes Button
Open the service you want to edit by clicking the pencil icon.
Check the recurrence settings and ensure they match the intended schedule.
If the service is set to multiple recurrence days but should be a single occurrence, unselect any additional days.
Save the changes to update the schedule.
Adjusting Bi-Weekly Service Schedules
Identify the original start day of the service.
When changing the service day (e.g., from Thursday to Monday), note that the system will re-align the schedule to maintain the bi-weekly cadence.
If the new day aligns with a different week, the upcoming occurrence may shift to the following week. This behavior ensures the recurrence pattern remains consistent.
Tips for Avoiding Scheduling Errors
Always review and update recurrence settings when editing service dates.
Understand how the system calculates recurrence patterns, especially for bi-weekly or every-four-week schedules.
Double-check the schedule after making changes to ensure it aligns with your expectations.
At this time the system does not support a service scheduled multiple times on the same day. Coming soon!