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Selling Recurring Appointments

Recurring Appointments

Companies will choose to use recurring sessions as their configuration type to allow customers to book services:

1) On an ongoing or repeating basis

Clients can choose to book their appointment on a weekly, monthly, etc basis.

2) No end date

The sessions booked would not have an end date, the bookings would be ongoing/repeating

Note: The provider should mark off any upcoming holidays or events as recurring appointments may fall on any given day.

What happens when the client or provider arrives to the appointment?

Both the client and provider would mark the appointment as "Arrived" once they arrive to the session. This is important as once the provider marks the appointment as "Arrived," they also have the choice to "Add an Additional Charge" or mark as "Completed." For example, the provider could add an additional charge if the client needed more time.

What happens at the end of the appointment? When does the client get charged?

When the session is completed, the Provider should mark the session as “Completed.” This is important as it updates the status of the appointment to "Completed." Therefore, the administrator knows how much to pay each provider. The client gets charged at the end of every session once the Provider marks the session as “Completed.” It's important for the provider to mark each session as completed or the client will not get charged.

What happens if the provider or client needs to cancel or reschedule?

If the provider or client is unable to make a session, they can simply cancel the appointment and the client will not get charged. Note: Keep in mind the company’s cancellation policy.  

If the remaining sessions are no longer needed, the client or provider can choose to cancel all future bookings which includes the selected booking.