Create a Recurring Appointment

Recurring appointments can only be used for an appointment type of Meeting. They can be used for scheduling meetings and lunch breaks into a Practitioners diary.
  • The Recurrance button is disabled for a Client Appointment. This is because this appointment type does not have the same functionality as a normal Client Appointment. Consultation Notes can not be attached to these appointments.
  • Meetings are not updated to Google calendar because managing any changes to the recurrances is extremely difficult to do accurately.
 
To Create a Recurring Appointment
 
From within the Edit Appointment form:
Create a Recurring Appointment
1

Select Appointment Type

1. Select Appointment Type
Select the Meeting appointment type
  • Select a Meeting Type field becomes enabled
  • Consultation Type and Referral fields are disabled
2

Meeting Appointment Type

2. Meeting Appointment Type
Choose a Meeting Type from the list
3

Start Time and End Time

3. Start Time and End Time
Choose the Start date by clicking on the down arrow
This displays a calendar with which you can select the date of the appointment
OR
Type the date into the field
 
Choose the Start Time by clicking on the up and down arrows
OR
Type the time into the field
 
Follow the same steps above to update the End Time.
  • If a Duration has been entered for a Consultation Type then the default End Time will display based on the Start Time selected.
4

Reminder Tick box

4. Reminder Tick box  Tick the Reminder box to get a reminder prior to the appointment
 
This enables the Reminder time drop down box
  Select the time prior to the appointment for the reminder to display
 
A reminder similar to that below will display at the selected time.
5

Practitioner

5. Practitioner
Select the Practitioner the appointment has been created for.
6

Location

6. Location
Select the Location for where the appointment will be held
7

Notes

7. Notes
Add any notes related to the meeting in here
8

Status

8. Status
Select the Status of the appointment.
  • Status is used to show if the appointment is a tentative booking, or if the appointment is out of the
office etc. 
  • Check All Day if the appointment is scheduled for the whole day.
9

Reminders pane

9. Reminders pane
This section is not relevant for a meeting.
10

Appointment Created

10. Appointment Created
Appointment Created shows the date in which the appointment was first created.  This may not be changed.
Appointment Created By shows who first created the appointment.  This may not be changed.
11

Recurrence button

11. Recurrence button
Click this button to open the Appointment Recurrence form
 
             
 
 
Appointment time
Start, End and Duration will default in from the Start Time and End Time, if selected above
Otherwise, set these as required
Recurrance pattern
Select how often the meeting is to recur
  • What values need to be selected depend on whether a Daily, Weekly, Monthly or Yearly option are chosen as shown in the second image above
Range of recurrence
Start will default in from the Start Date if already selected above
Select how many ocurrances of the meeting are to be created or the date of the last occurance
 
Click OK to save the Recurrence options
 
  • Click Cancel to cancel any changes made
  • Remove Recurrence will remove all instances of this meeting from the Appointment Book
12

Cancelled Appointments

12. Cancelled Appointments
Tick the Cancelled box if the appointment has been cancelled. 
  • The appointment will display in the Appointment Book in red (by default)
The Cancellation Reason drop down list will be displayed
Select the appropriate Cancellation Reason
13

OK button

13. OK button
Click OK to finish creating the appointment.
14

Cancel button

14. Cancel button
Click to Cancel the entering/editing of the appointment.