Recurring Appointments

For treatments that require multiple visits — such as orthodontic adjustments, periodontal maintenance, or regular cleanings — recurring appointments save time by creating an entire series at once.

Creating a Recurring Appointment

Book an appointment as normal (see Booking Appointments)

Before clicking Book Appointment, toggle Make Recurring to ON

Configure the recurrence pattern:

Recurrence Options

Pattern	Description	Example Use Case
Weekly	Same day and time every week	Orthodontic adjustments
Bi-weekly	Every two weeks	Post-surgical follow-ups
Monthly	Same day of the month	Periodontal maintenance
Custom	Set specific intervals	Every 3 months for cleanings

End Date Options

After X occurrences — Create a fixed number of appointments (e.g., 12 sessions)

Until date — Create appointments until a specific end date

No end date — Continue indefinitely (can be stopped later)

Click Book Series

The system creates all appointments in the series and displays a summary showing each date and time.

Managing a Series

View Series

Click any appointment in the series, then click View Series to see all appointments in the recurrence:

Past appointments show their status (Completed, Cancelled, No-Show)

Future appointments can be individually modified or cancelled

Edit Series

To change the recurrence pattern:

Click any future appointment in the series

Click Edit Series

Choose what to modify:

- This appointment only — Change just this one occurrence

- This and future appointments — Modify the pattern going forward

- All appointments — Update the entire series (past appointments unchanged)

Cancel Series

To cancel remaining appointments:

Click any future appointment

Click Cancel Series

Choose:

- Cancel remaining — Cancel all future occurrences

- Cancel this only — Cancel just this one

Choose whether to notify the patient

Series Conflict Handling

If a recurring appointment falls on a day when the clinic is closed (holiday) or the dentist is unavailable:

The system flags the conflict during creation

You can Skip that date or Move it to the nearest available slot

Skipped dates are noted in the series summary

SMS Reminders for Series

Recurring appointments receive the same SMS reminders as regular appointments. Each occurrence triggers reminders according to your configured schedule.

Patients receive reminders for each upcoming appointment individually — they are not batched.

Billing for Series

Each appointment in a recurring series generates its own invoice. You can:

Invoice per visit (default)

Create a package deal by going to Billing → Packages and linking it to the series

For general scheduling, see Booking Appointments. For reminder configuration, see SMS Reminders.

Recurring Appointments