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How to Create and Manage Recurring Appointments

Recurring Appointments, Series of Appointments, Edit Recurring Appointments

Amy Bergren avatar
Written by Amy Bergren
Updated over 4 months 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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