Standing Appointments

This section describes how to use Standing or Reoccuring Appointments in the system.

When your creating a new appointment, you have the option of creating a Standing appointment. Standing appointments allow you to create a series of appointments for the same customer. For example, if a customer comes in the shop every Tuesday at 10, for a cut and color.

Create an appointment in the usual way, but instead of clicking Create Appointment, select Standing Appt,

The next dialog you see, will allow you to create the schedule for the recurring appointments. The default is the Basic entry screen,

Select the number of appointments (including the one you are making) and select the frequency, for example, 5 appointments weekly. By default, it will start with the day you have selected on the daily schedule.

Next, click Create Schedule.

This will search your calendar and attempt to schedule the appointments. Any conflicts wiill appear and you can delete them. If you choose to book a conflict, you can always go to that day and rearrange the schedule.

Once you have the schedule you want, select Book These Appointments and the system will book the schedule you created.

If you need to make more advanced settings, click the Advanced button,

This will allow you to setup a more advanced schedule, such as daily, weekly, and monthly. For example, for a weekly schedule, you can specify the dsays you would like to come in. You can have a client come in every Monday and Wednesday, weekly.

You can view your list of standing appointments at any time. From the main menu, select Appointments, then Standing Appt List,

This dialog will allow you to view all of your standing appointments that have at least 1 more open appointment.

You can cancel any Standing Appointment by selecting the series, and click Cancel Series.

This will cancel any future appointments for this series. It will not cancel other series made for the same person, and will not cancel past appointments that have alreay been closed.