Scheduling and Understanding Recurring Appointments

From the Navigation Bar, navigate to Calendar iQ

Select the + New Event button

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After adding a Client(s) and Service(s), from the Event details select the "Set to recurring" toggle on the Event Date section.

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Decide the start date of your Recurring Appointment, the appointment time, the frequency, and days of service, and determine the end date, whether it's after a certain date or number of occurrences.

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Fill in all the event details then select Create Event

Important Note: In the event of a Recurring Telehealth Appointment, the invoice and link to the Telehealth appointment will be automatically sent out, on the morning of the appointment

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When deleting a series of recurring appointments, only appointments with no attendance marked will be deleted.

To Start Attendance for a Recurring Event, Select Start Attendance

A popup letting you know the recurring event will switch to a single event will appear

Once Confirmed, the event form for a single event will now appear, and you can now start the Attendance for the event.

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