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Recurring, or standing, appointments can be created using any open ticket. If this appointment is going to be a recurring appointment:
Create a new ticket or open an existing ticket for the client that you wish to create recurring appointments for.
Add the products and services that you wish to appear on all recurring appointments.
Click the Make Recurring button next to the Date Scheduled selection in the upper left.
The Recurring Dates screen will appear.
Click the Add Multiple Dates button.
Enter the Start date in the Start of Recurrence section.
Select one of the following choices from the End of Recurrence section:
End after __ occurrences: have the schedule end after a specific number of appointments
End on or before: end on a specific date
Choose from the following in the lower left Recurrence section:
Daily: schedule the appointments in intervals over a specific number of days. This will cause the heading for the section to the right to change to Daily and produce the Every field for entry of the desired interval in days. Enter in how often the recurrence should be, e.g. entering 3 in the Every field will produce an interval of an appointment to recur every 3 days.
Weekly: schedule the appointments in intervals of a specific number of weeks. This will cause the heading for the section to the right to change to Weekly. Check the day(s) of the week that you would like to have this appointment recur. Enter the number of weeks between appointments in the Every field, e.g. entering 2 in the Every field and checking Tuesday would schedule this appointment for every other Tuesday.
Monthly: schedule the appointments in intervals of a specific number of months. This will cause the heading for the field to the right to change to Monthly. There are two options for monthly recurrence:
Day: the appointment will be on a specific date of the month for a selected interval of months. Enter the date and monthly interval in the appropriate boxes, e.g. if you want to schedule for the 5th of every other month, you would enter 5 in the first box, and 2 in the second box
The: the appointment will be on a specific day of a specific week of the month for a selected interval of months. Use the drop-down entries to make the weekly and daily selections in the first two boxes, and then enter the monthly interval in the last box, e.g. selecting Third in the first box, Friday in the second box, and the number 2 in the last box would produce a schedule of appointments on the third Friday of every other month
Use the Test button located in the lower left to view the schedule you created and check that your selected dates are correct.
When you have completed the entries click the OK button to return to the Recurring Dates screen.
Click OK again to return to the Ticket Information screen.
A ticket with recurring appointments should be scheduled via the Schedule/Leave Open button. DO NOT click the Check Out/Close button to close a ticket when the ticket includes recurring appointments. This will cause the appointments scheduled on recurring dates to be scheduled as closed tickets. Once the recurring schedule has been set, the ticket ticket used to set the recurrence(s) can be opened up again and closed as normal.