How to Set Up Recurring Appointments for Repeat Clients
How to set up recurring appointments for repeat clients: turn on recurring bookings for the right services, pick sensible patterns, decide how clients pay, handle holidays and one-off changes, and offer standing slots to the clients most likely to want them.
Start the GuideHow to Set Up Recurring Appointments for Repeat Clients This step-by-step guide covers everything you need, from prerequisites to pro tips, so you can complete the process in 15 minutes or less. Browse all how-to guides.
What You Need Before Set Up Recurring Appointments
Make sure you have the following ready:
- A Pro plan or above
- Services configured in your account
- Working hours and holidays set
How to Set Up Recurring Appointments
7 steps · 15 minutes
Enable recurring bookings
Recurring bookings are available on the Pro plan and above. Turn them on for the services where regular visits make sense, and leave one-off services as single bookings.
Set recurrence options
Decide which patterns you offer and how far ahead a series can run (e.g., 12 weeks). Match the pattern to the service: weekly for therapy, training, or tutoring; every two weeks for coaching check-ins; every three to six weeks for haircuts or deep cleans.
Offer the one or two patterns that fit how often clients actually need you, rather than every possible option.
Allow clients to book recurring from the booking page
Enable the recurring option on your public booking page so clients can set their own standing appointment.
Decide how recurring sessions are paid
Clients can pay for each session when it is booked, pay at the visit, or buy a prepaid package that covers several sessions. Packages and recurring packages are available on Pro and above through Stripe.
A package such as "10 sessions" at a modest discount rewards commitment and brings cash in up front.
Plan for holidays and time off
Before you take a day off or close for a holiday, check which recurring sessions fall on those dates and move them one by one, telling each client in advance.
Set up reminders for every session
Make sure each session in a series gets its own reminder with the reschedule link, so clients can move one date without breaking the pattern.
Check that your regular reminders go out before every occurrence in the series, not just the first one.
Offer standing appointments to the right clients
Most clients do not know a standing slot is an option until you mention it. Ask at the end of each visit ("Want this time held every two weeks?"), mention it in follow-up emails, and start with clients who already book every four to six weeks, since they are already in the habit.
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