Repeat a Booking

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Repeat a booking

If you have set up a Customer Portal or you have a branded customer-facing app, your customers can select if they want to make a repeat booking instead of a one-off booking. They can set up the start and end dates, and select the frequency, e.g. every day, weekly, monthly, every six months, etc. 

In case you are creating the booking manually through the system, you have to first create the booking by adding the first visit as the booking date. Once created, go to the Booking view page, and from the actions, button select ‘Repeat Booking’.

Table of Contents

Repeating a booking as an admin user from the booking view page

  • Regardless of the booking status, you can choose to repeat a booking from the booking view page and it will replicate the booking and all of its details.
  • To do so, go to Bookings > upcoming or past bookings from your sidebar menu, and select the booking you wish to repeat.
  • It will redirect you to the Booking overview page , go to the top right of the booking overview page and click on “Create Repeat / Recurring Booking”

  • A popup window will appear, if you wish to repeat the selected booking just once, click on Repeat once, and select a date for the second booking from the calendar popup. 
  1. If you had a label added to your selected booking and you wish to copy this label to your repeated booking, enable the flag for it. 
  2. if you wish to copy fieldworker share for your selected booking to your repeated booking, enable the flag for it. 
  3. if you wish to create a merge invoice for your selected booking and repeated one, enable the flag for it. after enabling the flag , will have the option to select whether Create a merged invoice for all recurring bookings or Include current booking in the merged invoice .
  • Finally, click on “Create booking”.

  • You will be redirected to the booking overview page of your repeated booking, to view the details of your booking. To edit your booking details, from the top right of the booking overview page click on “Edit”.

  • But, if you wish to repeat the booking appointment multiple times, click on Multiple repeats.
  • When you select multiple repeats, you can book multiple bookings at once with customized dates.
  1. From date: Select the repeated booking start date.
  2. To date: Select when you want your bookings to stop recurring or how many times you want them to be repeated.
  3. Recur every: Select the recurring frequency by entering the number and then selecting when it will recur from the drop-down menu. For example, if you want your booking to be repeated once every 3 weeks or every 5 days.
  4. If you select weeks or biweekly, an option to select the preferred days you want your repeated bookings on will appear.
  • For example, if you want to book several bookings starting tomorrow and repeating them 3 times every week on Monday, Wednesday and Saturday, enter your starting date, then enter recur every select week and tick Monday, Wednesday and Saturday. 
  1. If you had a label added to your selected booking and you wish to copy this label to your repeated booking, enable the flag for it. 
  2. if you wish to copy fieldworker share for your selected booking to your repeated booking, enable the flag for it. 
  3. if you wish to create a merge invoice for your selected booking and repeated one, enable the flag for it. after enabling the flag , will have the option to select whether Create a merged invoice for all recurring bookings or Include current booking in the merged invoice .
  • Finally, click on “Create booking/s.”.

  • Your repeated bookings will appear on your booking overview page under Repeated Bookings section

Repeating a booking as a fieldworker from the app

  • When logged in as a fieldworker from the admin app, from the sidebar menu, click on Bookings > upcoming or past bookings
  • Select the booking you wish to repeat, on the top right of the booking overview page click on “Create Repeat / Recurring Booking” 

  • A popup window will appear, if you wish to repeat the selected booking just once, click on ‘Repeat once’, and select a date for the second booking. 
  1. If you had a label added to your selected booking and you wish to copy this label to your repeated booking, enable the flag for it. 
  2. if you wish to copy fieldworker share for your selected booking to your repeated booking, enable the flag for it. 
  3. if you wish to create a merge invoice for your selected booking and repeated one, enable the flag for it. after enabling the flag , will have the option to select whether Create a merged invoice for all recurring bookings or Include current booking in the merged invoice .
  • Then click on “Create booking/s”.

  • But, if you wish to repeat the booking appointment multiple times, click on ‘Multiple repeats’.
  • When you select multiple repeats, you can book multiple bookings at once with customized dates.
  1. From date: Select the repeated booking start date.
  2. To date: Select when you want your bookings to stop recurring or how many times you want them to be repeated.
  3. Recur every: Select the recurring frequency by entering the number and then selecting when it will recur from the drop-down menu. For example, if you want your booking to be repeated once every 3 weeks or every 5 days.
  • If you select weeks or biweekly, an option to select the preferred days you want your repeated bookings on will appear.
  1. If you had a label added to your selected booking and you wish to copy this label to your repeated booking, enable the flag for it. 
  2. if you wish to copy fieldworker share for your selected booking to your repeated booking, enable the flag for it.
  3.  if you wish to create a merge invoice for your selected booking and repeated one, enable the flag for it. after enabling the flag , will have the option to select whether Create a merged invoice for all recurring bookings or Include current booking in the merged invoice .
  • Then click on “Create booking/s”

Allowing customers to repeat bookings from the customer portal

  • To allow your customers to repeat bookings on the customer portal, you can first enable the flag for it, go to Settings > Customer portal > Flags & permissions. You will be redirected to the customer portal flags and permissions settings page, in the booking flags sections, enable Allow customers to make repeat/recurring bookings flag.

  • After enabling the flag, your customers can now repeat a booking when scheduling through your customer portal. 

How can the customers make bookings when the flag is enabled?

  • When the flag is enabled, your customers will have the option to select whether they want to book once, repeat their booking, or make multiple repeats for the same booking. 
  • If they select Repeat once, your customers will be able to select the current appointment date and time, and the repeated date they prefer to repeat the booking on. 

  • When your customers select multiple repeats, they can book multiple bookings at once with customized dates.
  1. Select the first booking date.
  2. Select when you want your bookings to stop recurring, or how many times you want them to be repeated.
  3. Select the recurring frequency by entering the number and then selecting when it will recur from the drop-down menu. For example, if you want your booking to be repeated once every 3 weeks, or once every 5 days.
  4. If you select weeks or biweekly, an option to select the preferred days you want your booking will appear.
  5. Select your preferred time. The selected time will be applied to the current and all upcoming appointments unless you edit it afterward when confirming the booking.

  • When you click on Next, the scheduled dates will be listed to make sure that everything is correct. Click on Edit if you want to edit each booking on its own to change its date or time as shown below.

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