How to Manage Recurring Appointments With a Scheduling Software

How to Manage Recurring Appointments With a Scheduling Software

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Everyone wants to change one-off customers into regulars. If your entire business were built upon recurring appointments, it would take a massive load off your mind. It can be a tiring process rebooking clients weekly. This article will discuss a possible solution to help you build recurring customers as well as simplify the booking process in general.

Why Should You Build Recurring Appointments Using a Scheduling Software?

Online scheduling solutions can be an amazing help if you want to create a recurring appointment. Whether you own a beauty salon, dentist’s office, or any other business with regular customers, scheduling solutions can help you create recurring appointments easily. Here’s how they can help.

  • This kind of software can give customers access to their own You are not the only one that can create recurring appointments; your customers can also select the appointment style they prefer in the interface. Not everything has to be on you, the owner.
  • You no longer need to deal with the hassle of manually booking appointments for a regular customer. If you use a recurring service scheduling software, you can automate the entire booking process.
  • You have the option to choose how often an appointment will repeat. You can enable recurring appointments with your staff and clients, and send automatic reminders to them near the dates of their appointments. Easy!
  • After you have added a recurring appointment, the rest of your clients will not be able to schedule for that same date and time slot. No more double-bookings.
  • You can even process payments. Many different kinds of scheduling software handle payments for recurring appointments. This can make the process easier for everyone managing finances and will make future appointments a breeze.

How to Manage Recurring Appointments in Trafft

Now you have some clients that want regular appointments with your business—great! Now you need to start managing them.

The recurring appointments feature in Trafft allows all of your customers to book recurring appointments with your company. They can do this by choosing the time slot and date that they want to repeat for future appointments. After that, they can select which type or style of regular appointment they prefer and set the number of times they want the appointment to recur.

After you have activated the custom feature for recurring appointments, there will be an additional Edit Services page. There, you can enable recurring appointments for whichever service you want. Once enabled, there will be additional options for how you want your recurring appointments to look. Here are some of the options available.

  • Limit the number of recurring appointments. With this option, you can select the appointment minimum. This means that you can select the number of appointments that are required in order to schedule recurring appointments. You can also set a maximum limit so that the recurring event doesn’t last forever.
  • Choose the frequency of recurring appointments. With this feature, you can choose whether you want daily appointments, weekly appointments or monthly appointments. You can also select multiple options so that your customers can decide which recurring bookings work best for them.
  • Handle unavailable recurring dates or time slots. With this feature, you can select dates and times that are unavailable for the customer. When this is set up, you can choose multiple days you want to prioritize, and days that you would rather not work.
  • Recurring appointment With this feature, you will be given the possibility to choose how the customer will pay for their recurring appointment. The customer has the option to pay for their first appointment only or pay the full amount for all of their appointments combined.

With the website that you use for bookings, customers will be given the option to book a recurring appointment for whichever service you have enabled. When they select a daily recurring appointment, they will see the following options:

First, “Repeat this appointment every X day(s).” With this option, they will be able to select how often the appointment will repeat. As an example, if they select five, their appointment would repeat every five days.

After that, there will be the option to “End After X occurrences.” This will allow your customers to choose the number of times the appointment recurs. The number will have to be within whatever limits you already chose within the “Edit Services” page.

Next, if your customers are booking weekly appointments, they will select options with these next steps.

They will have the option to “Repeat this appointment every X week(s).” Much like the daily recurring appointment, this option selects how often these recurring events will repeat. If “one week” is selected, then the appointment will be repeated every week.

After that, the next available option is for customers to choose which days of the week they prefer.

Next, they will have the option, “End after X occurrences.” Again, similar to daily recurring appointments, here the client can enable how many recurring appointments they want to book. Once again, this will be within the weekly limits that you set up on the “Edit Services” page.

What if a client wants to book appointments with monthly recurrence?

For this, they can follow the list of options as such.

Much like the previous options, the first option they would have to choose is, “Repeat this appointment every X month(s).” This determines how many months the appointment will repeat. So, if they were to select “one,” then the appointment would be repeated monthly.

The final option that your clients would find is, “End after X occurrences,” which determines how long the appointment will repeat within the limits you set up in the “Edit Services” page.

You can always edit this limit as well, so you don’t have to worry about being locked into a choice you don’t want later.

Your customers also have the option to choose whether they want their appointment to be repeated on the same specific date that they prefer every month.

As an example, they can select, “Repeat on 5th every month” or “repeat on every second Tuesday.” This can be chosen at the same time as the “Date and Time” step.

Also, if you set your minimum limit to a value of zero on the “Edit Services” page, you will have access to a fourth existing option. A “No Recurrence” option will appear for your customers so that they can book a single appointment.

After your customers have chosen exactly how they want to create their recurring appointments, they will see a list of all the events they are booking. They will also see if any times have been changed due to any unavailability during a time slot. They also have the ability to change the time of their appointments or cancel altogether.

Once your customers choose how they want to book the recurring appointments, they will see a list of all their appointments and the dates and times they are booking, as well as whether a certain time has been changed due to the unavailability of a time slot. With this option, they can change or delete any of their appointments.

After they have scheduled a recurring appointment on your website, you will see all of their appointments on the “Appointments” Page.

Who Is This For?

Recurring appointments are valuable for nearly all industries. It can be a great way to fast-track building loyal clientele.

If you aren’t yet sure whether using recurring appointments is relevant for you, here are some ways the recurring appointments can benefit you.

As an example, massage therapists often help customers with injuries that need weekly appointments. Instead of inputting appointments each time, simply let your clients automatically have a date that they return, making no need for additional contact.

As another example, barbershops and hair salons often want to strengthen relationships with their regular clients. A great way to do this is by giving these clients their preferred days for their haircuts.

Another great example is that of personal trainers. If you give your customers the ability to choose regular time slots (whether they be daily, weekly, or even monthly), it can help give your customers a sense of commitment. It will be as if they are “signing up” for regular and consistent appointments with you, their trainer.

You can also use recurring appointments for all of your clients who forget when they need your services. From their perspective, you are simply alleviating them of their responsibility to book individual appointments.

FAQs about recurring appointments

1. How do I schedule a recurring appointment?

You must first choose the time and date of the initial appointment before you can make a recurring appointment. After that, you can decide how frequently you want the appointment to repeat (daily, weekly, or monthly), as well as the series’ ending date.

Following the appointment’s saving, the recurrence pattern you chose will be automatically used to make the following occurrences.

2. Can I modify the frequency of my recurring appointment?

You can change the repeating schedule of your appointment, yes. You can modify the appointment’s repeat frequency as well as the precise days and hours that it occurs.

Also, you have the option of changing the appointment as a whole or only in certain instances.

3. Can I modify the start or end date of my recurring appointment series?

Yes, you can change the beginning or end dates of your series of recurring appointments. You can change the dates for specific instances within the series, as well as the series’ overall duration.

4. How far in advance can I schedule recurring appointments?

Depending on the program or application you use to make the appointments, you may be able to plan recurrent appointments in advance. The majority of scheduling programs let you plan recurrent appointments months or even years in advance.

5. Can I schedule different types of recurring appointments on different days?

Absolutely, you can set up many repeating appointments on various days. For instance, you might plan a weekly team meeting for Mondays and a customer check-in for the fifteenth of the month.

6. How do I cancel a single occurrence of a recurring appointment?

You must discover the individual occurrence of the recurring appointment you wish to cancel and choose the option to delete or cancel that occurrence. This will leave the remainder of the series intact while removing that instance from it.

7. How do I cancel an entire series of recurring appointments?

You must identify the initial appointment and choose the option to delete or cancel the series in order to cancel a complete series of recurring appointments. This will prevent the appointment from happening again in the future.

8. How do I view all my upcoming recurring appointments?

By choosing the option to check your calendar or schedule, you may see all of your forthcoming recurring appointments. You might need to filter your calendar to just see recurring appointments, depending on the software or application you’re using.

9. Can I add multiple attendees to a recurring appointment?

A repeating appointment can indeed have several guests. You can invite all the participants you wish to the recurring series when you make the initial appointment. They will automatically receive invitations to all next meetings of the appointment.

10. How do I receive reminders for my recurring appointments?

Depending on the program or tool you are using, there are many ways to receive reminders for your recurrent appointments. You can usually set up a reminder for each session in a series or for the entire series with scheduling software. Usually, you have a choice as to how (email, notification, etc.) and how far in advance of the appointment you wish to get the reminder.

Should You Invest in Recurring Appointments?

Recurring appointments can be the single most important part of your business. It can be difficult (let alone expensive) to track and find new clients, especially if you want more regulars.

So, let a recurring appointment service take some of your load off. With it, you can lock in your income, as well as possible clients. It can be a major difference between a struggling company and a thriving one.

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Marija Angeli
Marija Angeli

Full Stack Developer