Recurring appointment booking allows staff the ability to book a repeating series of appointments, with or without existing (pre-purchased) appointment credits.
Why is this important?
Allows staff to "reserve" recurring appointments for clients who have regularly scheduled appointment times.
Allows appointments to be booked without the need for pre-purchased credits (appointments can be booked but not checked in until the credit is purchased/allocated)
Simplifies the staff/client booking experience when the client attends appointments on a set schedule.
Booking Recurring Appointments:
NOTE: Recurring Appointment Booking assumes you already have appointment types set up in your Core Dashboard. Appointment Types
From the Core Dashboard, select Appointments to view the appointment calendar. Then select 'Book Appointment'
Select the Appointment Type, Staff, and Client. Under 'Schedule', select 'Series' for recurring booking.
Select:
Date the series of appointments will begin.
Recurrence interval; Weekly or Every 2 weeks
Days and times of appointments. NOTE: Times do not have to be the same time for each of the days scheduled.
Select the length of time for the series by selecting 'Does not end', then 'Save':
Never - Continues until manually terminated
On a date - Continues until a set calendar date
After - Continues for a set number or recurrences.
Make sure to scroll back to the top and save the appointment(s).
The recurring appointment is saved to the Appointment Calendar
Checking in a recurring appointment:
From the Appointment Calendar, select the appointment to check in. Once the check in window pops up, you will see the status of the appointment and whether it's associated with a credit or requires the purchase of a credit.
REMINDER: You will need to add a credit (purchase) in order to check in the appointment. If you intend to bill for attended appointments at a later date, the appointment will default to 'UNPAID NO SHOW' and allow you to go back and apply credits at a later date.
If there are credits on the client's profile, you have the option to:
Pay and check in: Applies existing credits and checks the client in or allows you to purchase credits.
Pay (apply credit): Applies existing credits to the appointment for future check in.
Appointment Status Explained:
BOOKED - Blue - Appointment is booked with a credit applied
BOOKED (UNPAID) - Grey - Appointment is booked without a credit applied
CHECKED IN - Green - Appointment has been checked in (completed)
NO SHOW - Red - Appointment had a credit applied but the client was a no show
UNPAID NO SHOW - Yellow - The client was a no show but no credit has been applied to the booking
FORGIVEN - Grey - The client was a no show but the appointment credit was credited back to the client.
HELP
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
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