Recurring Appointments Add-on

Important

All add-ons for Bookly require Bookly PRO installed and activated.

Clients can book a series of recurring appointments in one session: choose repetition interval, last date, or the number of recurrences, and a series of time slots will be booked.

Watch this video to learn how to create recurring appointments with the Bookly Recurring Appointments (Add-on).

Get the Recurring Appointments (Add-on) here.

Recurring bookings can be made by clients on the front end or by admin via backend.

Features

    • Service may support recurring appointments or not
    • Daily, weekly, or monthly repeat intervals
    • Time slots booked as close to preferred time as possible
    • Combined notifications for the series of bookings

Client Experience

Having chosen a service and date & time of the first appointment, the user now gets the option to repeat the appointment.

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The time entered here will be used as the base time for all recurring appointments. If the time slot is unavailable for one of the scheduled recurrences, Bookly will offer the nearest time after the preferred time for that instance. 

If the user selected a staff member at the 1st step of booking, then all recurrences will be booked with the same staff member. If they kept the default 'any' staff member, then all staff members' calendars will be checked for each instance, thus increasing the chances that the preferred time slot will be booked for the entire series of appointments. 

Recurrence patterns

To set the type of recurring appointment for a service, open the service card, switch to the Advanced tab > Repeat.

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  • Daily — except selected employee's days off and, if 'any' staff member was chosen at step 1, days of the week when none of the staff members is working;
  • Weekly/biweekly;
  • Monthly — multiple options of choosing the right date within the month
    • Day of the month (e.g. on the 6th of each month)
    • Day of the week (e.g. Tuesday of the second week of every month). 

When a recurring booking is not possible (Repeat option disabled), Repeat step will be automatically skipped in a booking form.

Setup

1. Purchase, download, install and activate the Bookly Recurring Appointments (Add-on) in Plugins.

2. Go to Settings > Recurring Appointments. Choose one of the payment options:

    1. Pay for the first appointment — the rest will have to be paid upon arrival;
    2. Pay for all appointments.

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The selected payment option will be presented as the only option to all users.

3. In the Appearance section, check the Show Repeat step option.

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4. You can disable the 'how many times' field on the Repeat step of the booking form. Select Hide times input. This way, your clients will only have the option to specify the date until which they want to repeat an appointment and the interval between.

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5. If you have Bookly Group Booking (Add-on) installed and activated, in Settings > Recurring Appointments > Group Appointments, choose whether your customers can join group bookings when scheduling a series of recurring bookings.

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Manage

Add a whole series of recurring appointments from Calendar or Appointments in the admin area: create a new appointment and choose the repeat interval.

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Manage every appointment or the entire series from the admin area: view, edit, and cancel them as you would with standard appointments.

When you attach the payment to the appointment that a client booked in a series, you can choose whether it’s made for one current booking or for all recurring appointments of the client.

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The Payments list will show the details of all booked appointments.

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Edit from admin area

Edit each instance of recurring appointments as usual: from the calendar or list of appointments. Admin can delete recurring appointments one by one from the admin area (and, if needed, recreate them with updated info).

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Cancel appointments one by one or all starting with the instance selected.

To let your customers and staff cancel a series of recurring appointments from the email, use the {cancel_all_recurring_appointments} or {cancel_all_recurring_appointments_url} codes in your notification template (Notification to customer/staff member about approved recurring appointment). Both codes will render a link for cancelling all repeated appointments.

To see and edit a series of recurring appointments from backend Calendar, hover the mouse cursor over appointment and click on the recurring-series-btn.png icon.

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Manual confirmation: if by default bookings are made with a 'pending' status, admin can approve the entire series. Use {approve_appointment_schedule_url} code in your email notification template.

This example demonstrates how multiple bookings details can be listed in order on the Details step of the booking form.

You selected to book

{#each appointments as appointment}
{appointment.service_name} by {appointment.staff_name} at {appointment.appointment_time} on {appointment.appointment_date}
{/each}

The total price of your booking is {total_price}.

Please provide your details in the form below to proceed with booking.

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