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How to Create and Manage Recurring Appointments
How to Create and Manage Recurring Appointments

Recurring Appointments, Series of Appointments, Edit Recurring Appointments

Amy Bergren avatar
Written by Amy Bergren
Updated over a month ago

Want to set up patients for care on a more routine basis? We can book Recurring Appointments for them!

There are two easy ways to do this:

1) At the Checkout Page of the patient's Appointment you will see Book Recurring Appointments:


2) From their Patient Profile under the Appointments tab, and select Book Recurring Appointments:

If you ever need to go back and edit / update these Appointments, locate the three dots next to the Appointment and select Edit Recurring:

From there, you can either edit one Appointment or edit the series of Appointments:


PSST!✨ Need to cancel the Recurring Appointments? Easy peasy! Simply locate the series in the Patient Profile > select Cancel Appointment:

This should pull up the option to cancel one or the whole series of Recurring Appointments:


Voila! You have now set your patient up on the road to success- leading a healthier, happier life! ❤️

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