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Recurring Appointments

Recurring appointments create a series of bookings from one pattern. Use them for regular daycare, weekly grooming, 1:1 training, and other single-pet repeat services.

Do not use recurring appointments for a group course. Puppy school, scentwork, and other multi-lesson class programmes belong on Courses.


What are Recurring Appointments?

Recurring appointments automatically create multiple bookings based on a pattern:

  • Weekly dog daycare every Monday and Friday

  • Grooming every 4 weeks on the same weekday

  • Private training every Tuesday

  • Daily boarding for a vacation period

Benefits:

  • Save time creating individual appointments

  • Ensure regular customers stay booked

  • Maintain consistent schedule

  • Reduce booking gaps

How it works:

  1. Create one appointment with recurrence pattern

  2. System generates series of future appointments

  3. All appointments linked as a "series"

  4. Manage entire series or individual appointments


When to Use Recurring Appointments

Ideal Use Cases

Weekly services:

  • Dog daycare (every M/W/F)

  • Regular grooming schedules

  • Weekly dog walking

  • 1:1 training for one pet

Fixed schedule patterns:

  • Monthly nail trims

  • Quarterly health checks

  • Seasonal grooming packages

Group courses (use Courses, not recurring):

  • 6-week puppy school

  • Scentwork or obedience class with a class list

  • Any multi-lesson group programme

Those live on Courses. A recurring Regular appointment repeats one service for one pet. It does not manage enrolment, class capacity, or attendance. See Courses versus services.

Long-term care:

  • Extended boarding (daily recurrence)

  • Ongoing daycare subscriptions

  • Regular medication administration


Creating Recurring Appointments

Step 1: Start Normal Appointment Creation

  1. Click New → Appointment

  2. Select customer and pets

  3. Choose services

  4. Set initial date and time

Continue as normal appointment until...

Step 2: Enable Recurrence

Look for the Set up recurring schedule toggle (below the date and time fields)

  1. Turn on Set up recurring schedule

  2. How often appears

Step 3: Choose Recurrence Pattern

Under How often, choose one of five options: Daily, Weekly, Fortnightly, Monthly or Custom.

Daily

Repeats every day

Configuration:

  • Daily, including weekends? sets whether weekends are included

  • For every other day, choose Custom, then Every: 2 Days

Best for:

  • Boarding (consecutive days)

  • Daily medication appointments

  • Short-term intensive training


Weekly

Repeats on specific day(s) of the week

Configuration:

  • Which days?: select specific days (Sun to Sat)

  • Example: every week on Monday, Wednesday and Friday

  • For every second week, choose Fortnightly. For a longer gap, choose Custom, then Weeks

Best for:

  • Regular daycare (M/W/F pattern)

  • Weekly classes (every Tuesday)

  • Rotating schedule

Tip: Can select multiple days (e.g., Mon + Fri for twice-weekly)


Monthly

Repeats every 4 weeks on the weekday of the first appointment. It shows as Ev. 4 weeks on Saturday, for example.

There is no day-of-month option (such as the 15th) and no week-of-month option (such as the first Monday). For a longer gap, choose Custom, then Months. Each month counts as 4 weeks, so 2 months books every 8 weeks.

Best for:

  • Monthly grooming subscriptions

  • Regular health checks

  • Membership-based services


Custom

A custom interval

Options:

  • Every: a number from 1 to 99, then Days, Weeks or Months

  • Months convert to weeks: Converted to every N weeks shows the result

Best for:

  • Non-standard schedules

  • Services with exceptions

  • Variable team rotation


Step 4: Set End Condition

Choose how recurrence ends:

After

End after a number of visits, up to 52

  • Example: 8 appointments (8-week training course)

  • Example: 12 appointments (3-month daycare package)

Best for:

  • Fixed-length programs

  • Pre-paid packages

  • Courses with set duration


End Date

End on a date

  • Select specific end date

  • Useful for seasonal services or contracts

Best for:

  • Services with contract end date

  • Seasonal bookings (summer daycare)

  • Vacation boarding (known return date)


No End Date

"Continue indefinitely"

  • Creates appointments until manually stopped

  • Books visits 12 months ahead when you save, counted from the first appointment or today, whichever is later

  • Adds visits each night so the calendar stays 12 months ahead

Best for:

  • Permanent ongoing services

  • Subscription-based daycare

  • Long-term regular customers

Important: Can stop series anytime (doesn't mean forever!)


Step 5: Team Member

Each pet's service line has one Team Member field. Choose a team member, or leave Magic Match selected so Petboost picks a free team member when you book. Every visit in the series gets that team member.

To let busy dates go to someone else, turn on Allow different team members for each occurrence before checking availability. Petboost does not rotate a series through a list of team members. To give different weekdays different team members, book a separate series for each.


Step 6: Review & Create Series

Review summary before creating:

  • Pattern: Daily/Weekly/Fortnightly/Monthly/Custom

  • Days/Dates: Which days appointments will be created

  • Duration: How long series runs

  • Total appointments: How many will be created

  • Team member: who does every visit

Creating the series books its visits up to 12 months ahead


Managing Recurring Series

View Series Information

On calendar:

  • Recurring appointments display a recurring series indicator on the appointment card, making it easy to distinguish one-off bookings from series appointments at a glance

  • The indicator includes the recurring icon (↻) alongside series context such as the recurrence pattern

  • Click any appointment in the series to see full series details

In appointment detail panel:

  • "Recurring Series" section shows:

    • Pattern (e.g., "Weekly on Mon and Fri")

    • Recurrence count (e.g., "1 Completed so far")

    • "Manage Recurring Series" button

    • Visual timeline showing past and upcoming appointments in the series

Recurring Series Panel

Edit Entire Series

Change all future appointments at once

  1. Open any appointment in series

  2. Click "Manage Recurring Series"

  3. Choose Edit This and All Future, or select Edit all future visits from the appointment actions

  4. Make changes:

    • Service

    • Team member

    • Time

    • Pricing

  5. All future appointments update

Past/completed appointments unchanged


Edit Single Appointment

Modify one appointment without affecting others

  1. Open specific appointment

  2. Edit normally (change time, team, services)

  3. System asks: "Update this appointment only or entire series?"

  4. Select "This appointment only"

  5. Change applied to this one

Appointment still part of series but with custom values


Pause or cancel a recurring series

To pause a recurring series (holiday, trip, or any temporary break), cancel a date range in the middle of it: open Cancel, choose Skip these dates, and set Stop at. Appointments in that window are cancelled. The same series keeps generating after the end date. There is no separate Pause button.

The three options on Cancel are not interchangeable. Pick the one that matches the outcome you want.

If you want to

Choose

What happens

Can you reverse it?

Pause the series, then resume

Skip these dates, and set Stop at

Dates in the window are cancelled. The series continues after Stop at.

Un-cancel each skipped appointment one at a time. See Un-cancel & Appointment Recovery.

Cancel one visit only

Cancel single

That date is cancelled. The rest of the series is unchanged.

Un-cancel that appointment.

Stop the series for good

End series (all future)

Every upcoming appointment from that date is cancelled. No new appointments are generated.

You cannot undo a series end. Create a new series when they come back.

Pause a series (cancel a range)

Use this when a customer is away for a period and you want the same series to resume afterwards.

  1. Open the appointment where the break should start.

  2. Select Cancel.

  3. Choose Skip these dates. This is the range option.

  4. Check Start from. It defaults to that appointment's date.

  5. Set Stop at to the last day of the break.

  6. Confirm.

Dates in the window show as cancelled. After Stop at, the series continues on its usual pattern.

Stop at is marked Optional. If you leave it empty, Petboost cancels every appointment from Start from onwards and ends the series. That is the same outcome as End series (all future). Always set Stop at when you mean to pause.

Cancel one appointment

  1. Open the appointment.

  2. Select Cancel.

  3. Choose Cancel single.

  4. Confirm.

That date shows as cancelled in the series. Later appointments stay booked.

End the series permanently

  1. Open an appointment in the series.

  2. Select Cancel.

  3. Choose End series (all future).

  4. Confirm.

Upcoming appointments from that date are cancelled and the series stops generating. Past and completed appointments stay as they were.

If they are only away for a holiday, use Skip these dates with Stop at set. End series (all future) stops the series. To resume after an end, create a new series.

You can also end a series from the pet's Appointments tab → Recurring Series view: open Manage on the series, then End Series. Use that view when you need to see every series on the pet first. See Recurring Series Timeline.

Other series on the same pet

Separate weekdays are often separate series. A Tuesday walk, a Thursday walk, and a Friday walk are usually three series. Skipping one does not skip the others.

On the business Cancel screen, a Review other series list may appear. Nothing else is selected until you open it. Only tick another series if you also want those dates cancelled.

If more than one other series is listed:

  • With Stop at set, the bulk option is Skip all other series listed below.

  • With Stop at empty, the bulk option is End all other series listed below. That ends every named series from the start date, not only the dates shown.

Use the bulk option only when the named list matches what you intend.

What pet owners can do

If Changes & Cancellations is set to Allow, and the appointment is still inside the notice period, pet owners see the same three options in their app: Cancel single, Skip these dates, and End series (all future).

If a pet owner is pausing for a holiday, they should:

  1. Open the appointment where the break should start.

  2. Select Cancel.

  3. Choose Skip these dates.

  4. Set Stop at to the last day of the break.

  5. Confirm.

Tell them not to choose End series (all future) unless they want the standing booking stopped for good. You would then need to create a new series when they return.

Other weekdays are not cancelled automatically in the pet owner app. The preview lists other appointments and leaves them on the calendar. The owner repeats Skip these dates on each other series they also need to pause.

They cannot cancel in the app when any of these is true:

  • Changes & Cancellations is set to Disallow.

  • The notice period for that appointment has passed.

  • The series is prepaid. They need to contact you.

Pausing a membership (billing and benefits) is a different action. See Managing members.


Reschedule Entire Series

Move all future appointments to new day/time

  1. Open any appointment

  2. Manage Recurring Series

  3. Edit recurrence pattern or time

  4. All future appointments shift

Example scenarios:

  • Customer changes daycare days from M/W/F to T/Th

  • Time changes from 9am to 11am ongoing

  • Move a 4-weekly groom from Monday to Wednesday


Series Actions & Updates

Tracking Series Progress

See series status:

  • Completed count (e.g., "5 completed")

  • Upcoming count (e.g., "7 upcoming")

  • Total in series

View all appointments in series:

  1. Click "Manage Recurring Series"

  2. See list of all appointments:

    • Past (with status: Completed, Cancelled, No-show)

    • Present (today)

    • Future (Confirmed, Pending)

Updating Series After Creation

Can modify:

  • ✅ End date (extend or shorten)

  • ✅ Team member assignment

  • ✅ Service pricing

  • ✅ Time (all future appointments)

  • ✅ Skip a date window with Cancel → Skip these dates (set Stop at)

  • ✅ Frequency (for example weekly to fortnightly)

  • ✅ Days of the week

Cannot modify:

  • ❌ Customer or pets (need to recreate series)

To change the frequency or days, open an appointment in the series and select Edit all future visits. Check All future visits is selected, change How often, and save. Confirm Day Change shows which future visits are archived or added. Petboost ends the current schedule from that date and starts a new one.

To change immutable fields: Create new series, delete old


Converting a Single Appointment to a Recurring Series

You can convert any single appointment into a recurring series with one click:

  1. Open the appointment you want to make recurring

  2. Click the "Convert to Recurring" option

  3. Set the frequency (weekly, fortnightly, etc.)

  4. Petboost creates the recurring series from that appointment forward

This is useful when a customer starts with a one-off appointment and decides they want regular bookings.


Rebook previously cancelled dates

If you create or edit a series that lands on dates the owner already cancelled, Petboost opens Previously cancelled dates before it saves. You must choose what happens to those dates.

  1. Create or edit the recurring series as usual.

  2. When Previously cancelled dates appears, review the cancelled dates listed under the schedule.

  3. Choose Keep cancelled dates cancelled (when editing) or Leave these dates out of the booking (when creating) if those dates should stay empty.

  4. Or choose Rebook cancelled dates if those dates should be booked again.

  5. Select the confirm button that matches your choice: Keep dates cancelled, Leave 1 date out (or Leave 2 dates out, and so on), or Rebook 1 date (or Rebook 2 dates, and so on).

When you are editing, Keep cancelled dates cancelled is marked Safer. When you are creating, leaving dates out means they are not booked at all.


Add an appointment to Google Calendar

Add to Calendar copies one appointment into Google Calendar. It is one-way (Petboost to Google). Changes in Google Calendar do not update Petboost.

  1. Open the appointment.

  2. Open Manage.

  3. Under Calendar, select Add to Calendar.

  4. On Add to Google Calendar, select Add to Calendar.

The Google event says it is a one-way copy from Petboost. The dialog also says this is not a 2-way sync.

This action is hidden when the appointment is Cancelled or Declined, or when it has no start time.


Recurring Conflict Detection

When creating or extending recurring series, Petboost proactively checks for conflicts with existing appointments. If a conflict is found, you'll see a clear message explaining the overlap and options to resolve it.


Common Patterns & Examples

Example 1: Weekly Dog Daycare

Scenario: Mo's pets come for daycare every Monday, Wednesday, Friday

Setup:

  • Pattern: Weekly

  • Days: Monday, Wednesday, Friday

  • Team: Magic Match

  • End: No End Date

Result: 3 appointments per week, indefinitely


Example 2: 8-Week Puppy Training

Scenario: Tuesday evening puppy class for 8 weeks

Setup:

  • Pattern: Weekly

  • Days: Tuesday

  • Team: Jasmin

  • End: After 8 visits

Result: 8 Tuesday appointments with same trainer


Example 3: Monthly Grooming

Scenario: Full groom every 4 weeks

Setup:

  • Pattern: Monthly (every 4 weeks on the first appointment's weekday)

  • Team: Suzie

  • End: No End Date

Result: Appointments every 4 weeks on the same weekday


Example 4: Two-Week Boarding

Scenario: Vacation boarding Oct 20 - Nov 3 (14 nights)

Setup:

  • Pattern: Daily

  • Start: Oct 20

  • End: Nov 3 (14 occurrences)

  • Service: Overnight Boarding

Result: 14 consecutive daily appointments


Example 5: Three Walkers on Different Weekdays

Scenario: Dog walk every weekday, shared between 3 walkers

Setup: three Weekly series, one per walker:

  • Jasmin: Monday and Tuesday

  • Suzie: Wednesday and Thursday

  • Annika: Friday

  • End: No End Date

Result: 5 walks per week, each walker on their own days


Recurring vs. Regular Appointments

When to Use Recurring

Use recurring when:

  • ✅ Pattern repeats regularly (weekly, daily, monthly)

  • ✅ Same service each time

  • ✅ Long-term arrangement (4+ appointments)

  • ✅ Consistent schedule expected

When to Use Individual Appointments

Use regular appointments when:

  • ✅ One-off bookings

  • ✅ Irregular schedule

  • ✅ Variable services each time

  • ✅ Short-term (1-3 appointments)

  • ✅ Uncertain future schedule


Tips & Best Practices

Setting up recurring:

  • Start with shorter series (4-8 weeks) vs. never-ending

  • Leave Magic Match selected for flexible team assignment

  • Set end date for seasonal services

  • Test with 2-3 occurrences first (before creating long series)

Managing recurring:

  • Review upcoming appointments monthly

  • Update series when customer schedule changes

  • Cancel early if customer requests change

  • Communicate changes to customers proactively

Avoiding issues:

  • Don't create overlapping recurring series for same customer

  • Check team/resource availability before long series

  • Set realistic end dates (can extend later)

  • Update pricing for entire series when rates change

Customer communication:

  • Confirm recurring schedule with customer before creating

  • Send series summary email after creation

  • Remind customer 1 week before series ends

  • Offer easy rescheduling options


Troubleshooting

"Cannot create recurring appointment"
→ Verify team/resource availability. Recurring is not offered for Initial or package services, or in bulk mode

"Some appointments in series have conflicts"
→ System creates appointments without conflicts, flags others for manual resolution

"Recurring series not showing future appointments"
→ Petboost books visits 12 months ahead and adds more each night

"Need to change recurrence pattern"
→ Select Edit all future visits and change How often. Petboost ends the current schedule from that date and starts a new one

"Customer wants different service on specific week"
→ Edit that single appointment, keep rest of series intact


Related FAQs

Have questions about recurring appointments? See these commonly asked questions:


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