How to Create a Repeating Session

Scheduling regular appointments can be time-consuming, especially when you have multiple clients or recurring sessions with the same ones. With repeating sessions, you can set up a series of future appointments in just a few clicks. Instead of creating each session individually, you fill in the details once, choose how often they should repeat, and let the system handle the rest. This not only saves time but also keeps your calendar consistent and organised, making it easier to manage ongoing client schedules.

Creating a Repeating Session from the Calendar

• From the sidebar, go to My Calendar
• Click on any date or click on any available slot visible in the calendar
• Fill in the session details (client, service, time, location)
• Enable the Repeating Session toggle
• A new section will appear where you can:
  • Select a repeat mode: daily, weekly, bi-weekly, or monthly
  • Choose until when the sessions should repeat

Using Quick Create

• Click the ➕ Plus button at the bottom right
• Select Quick Create
• By default, this will open the New Session tab
• Fill in the session details
• Enable the Repeating Session toggle
• Choose the repeat mode and end date

Important Things to Consider

Invoice Due Dates

Before creating repeating sessions, make sure your service payment settings are configured correctly. Incorrect settings may cause future sessions to be cancelled automatically.

• Go to Management
• Select Services
• Click Edit Service or add a new service
• Scroll down to This service is paid

You will see the following options:

• Payment due in
• Payment due type

This option can cancel all upcoming sessions that may be scheduled weeks or months in advance.

Recommended options:

• Before Session Date
• After Session Date

Conclusion

Repeating sessions make it easier to manage ongoing or recurring appointments by allowing you to schedule multiple sessions in one step. This helps keep your calendar organised, reduces repetitive setup, and saves time when working with clients on a regular basis.

By setting a schedule once, future sessions are created automatically, giving you a more efficient and consistent scheduling experience.