Adding Repeating Appointments for Services

Learn how to create a repeating appointment series for a service in the Backoffice

This guide covers adding appointments for services that occur on a recurring basis. The process is similar to adding repeating appointments for classes, with a few key differences.

1. Add Appointments > Add Repeating Appointments
   • Start by selecting Add Repeating Appointments from the Add Appointment dropdown on the Appointments tab.
     
     
     
     
2. Enter Appointment Information 
   • On the Add Repeating Appointment screen, fill in the main details (Location, Staff, Reason, Client) for the appointment.
     
     
     
     
3. Set the Date Range and Frequency:
   • Select the day for the series to start on.
   • Choose whether or not this series ends on a specific day or repeats on an ongoing basis.
     • For appointments with no end date, TimeTap schedules them as far out as your Advanced Appointment setting allows, automatically adding more appointments as time goes on.
   • Set the frequency (e.g., weekly) and select the day(s) of the week (e.g., Wednesday).
   • The start time defaults to 8:00 AM but can be changed by typing over it or using the arrows.
   • The end time adjusts automatically based on the duration of the selected "Reason" but can be manually overridden as well.
     
     
4. Review and Adjust Appointments:
   • The Summary of Appointments table will display all appointment dates in the series based on the set date range and frequency.
   • For services, you can select or deselect specific dates in the "Summary of appointments" field. For example, deselecting the appointment on November 23, 2016, will exclude it from the series.
   • Any appointment times that are unavailable or already booked will show display a red x symbol and will be deselected from the list. You can select any upcoming times that are not included due to being already booked if you wish to manually override that availability.
     
     
     
     
     If you later make changes to an individual appointment in that series and apply changes to all following appointments, any future appointments in that series that were previously deselected when being created may be re-added.
     
     
     
     
     
5. Save the Appointment:
   • Click Save Repeating Appointments.
   • You’ll be prompted to send an email notification about these new appointments. By default, email checkboxes are unselected for new users, but TimeTap remembers previous selections for returning users so it will stay enabled after you select it the first time.
   • Click Save Repeating Appointments to finish creating the appointment series.
     
     

Once you've saved the appointment, you will be taken to the Repeating Appointment Detail screen where you can see all the individual appointments in the series under the Related Appointments tab:

You're also able to edit and manage the repeating appointment series from this screen. There's more on editing repeating appointments available here.