A recurring appointment is a scheduled service that repeats daily, weekly, monthly, or yearly, helping you avoid rebooking after every visit. Any appointment that repeats will appear on the Calendar with a Recurring Appointment icon. You can edit the full series at the same time, or remove one appointment from the series to update it individually. Any appointments unlinked from a series will show a Stopped Recurring Appointment
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Prerequisites: This feature is available for all Vagaro businesses.
To schedule a repeating appointment:
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Go to the Calendar
screen, then select the calendar you want to view.
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Go to the day you want to book, select a timeslot, and then select New Appointment.
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Select Select Customer, then choose the customer you want to add to the appointment. Only one customer can be added at a time.
If the customer doesn't have a profile, select + in the top-right corner to create one.
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Select Select Service, choose a service, and then select Confirm. If there are available add-ons, you'll have the option to add one.
Tip
To book multiple appointments at the same time, see Schedule Multiple Appointments at Once.
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To repeat this appointment, select Repeat, choose a frequency, choose an end date, and then select Save.
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Daily: Repeat this service every day until the end date.
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Weekly: Repeat this service on the days you choose using a weekly schedule. Pick an interval that works for you, whether that’s weekly, biweekly, or every few weeks, and keep it running until the end date.
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Monthly: Repeat this service on a specific day of the month until the end date.
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Yearly: Repeat this service on a specific day of the year until the end date.
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Review the details in the New Appointment popup.
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Add-Ons: Any add-ons applied to this service. Add-ons are extra items used to customize the service.
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Date: Day and time of the appointment.
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Price: The price the customer will need to pay. This is set to the default price set in your service menu.
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Duration: The amount of time needed to perform this service appointment, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
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Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
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Appointment Type: If you track customer retention, choose whether the customer is a new request, new non-request, return request, or return non-request. Each option allows you to track whether the customer is returning and whether they requested a specific employee.
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Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
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Appointment Files: Attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
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Appointment Notes: Any notes about this appointment. Appointment notes help keep track of special requirements, reminders, requests, or comments for an upcoming appointment. Customers will not be able to see the information you enter.
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Customer Notes: View and add any notes you've added in the customer's profile. A customer note is a comment that an employee or service provider can add to a customer's profile for business purposes, such as reminders, allergy information, or an explanation of a customer's assessment and treatment. Customers will not be able to see the information you enter.
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Card on File: The customer's credit card information. You can enter or update the information if needed.
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Select Book. The appointment is added to the calendar.
To schedule a repeating appointment:
-
Go to the Calendar
screen, then select the calendar you want to view.
-
Go to the day you want to book, select a timeslot, and then select New Appointment.
-
In the Service with... menu, choose which service to add to this appointment. If there are available add-ons, you'll have the option to add one.
Tip
To book multiple appointments at the same time, see Schedule Multiple Appointments at Once.
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Under Customer, choose the customer you want to add to the appointment. Only one customer can be added at a time.
If the customer doesn't have a profile, select Create New in the menu to create one.
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To repeat this service, choose an option under Repeat:
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Daily: Repeat this service every day until the end date.
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Weekly: Repeat this service on the days you choose using a weekly schedule. Pick an interval that works for you, whether that’s weekly, biweekly, or every few weeks, and keep it running until the end date.
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Monthly: Repeat this service on a specific day of the month until the end date.
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Yearly: Repeat this service on a specific day of the year until the end date.
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Review the details in the Book Appointment with... popup.
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Add-On: Any add-ons added to this service. An add-on on Vagaro is an extra item that can be added to an appointment to customize the service.
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Date: The day of the appointment.
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Time: The time the appointment starts.
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Price: The price the customer will need to pay. This is set to the default price set in your service menu.
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Duration: The amount of time needed to perform this service appointment, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
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Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
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Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
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Appointment Type: If you track customer retention, choose whether the customer is a new request, new non-request, return request, or return non-request. Each option allows you to track whether the customer is returning and whether they requested a specific employee.
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Appointment Notes: Any notes that should be known about this appointment. Appointment notes help keep track of special requirements, reminders, requests, or comments for an upcoming appointment. Customers will not be able to see the information you enter. You can also attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
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Notes: View and add any notes you've added in the customer's profile. A customer note is a comment that an employee or service provider can add to a customer's profile for business purposes, such as reminders, allergy information, or an explanation of a customer's assessment and treatment. Customers will not be able to see the information you enter.
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History: The customer's previous bookings.
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: The customer's credit card information on file. You can enter or update the information if needed.
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Select Book. The appointment is added to the calendar.
Comments
1 comment
I find when I book weekly classes for clients for 51 weeks the system defaults to only 20 weeks. This is counterintuitive if I have to do this whole process 2 to 3 times per year.
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