Recurring Appointments
Creating Recurring Appointments (3-Click Flow):
The Create Appointment modal includes an inline recurring configuration. No separate modal or extra clicks needed for common patterns.
Step-by-Step:
1. Open Create Appointment and select your client 2. Under "Repeat", choose your pattern: • Weekly - Shows weekday buttons (tap to select multiple days) • Every 2 weeks - Repeats on the same day fortnightly • Monthly - Repeats on the same day each month • Custom pattern - Opens advanced modal for edge cases 3. Set end condition (or let it auto-fill from pack/subscription expiry) 4. Click "Create ~N Appointments"
Weekday Selector (Weekly mode):
• Seven toggle buttons appear: S M T W T F S • The initial date's weekday is pre-selected • Tap additional days (e.g., Mon + Wed + Fri for 3x/week training) • At least one day must stay selected
End Conditions:
• Never - Ongoing recurring series (submit shows "Create Ongoing Appointments") • After N sessions - Set a specific number (default: 16) • On date - Pick an end date. If the client has an active pack or subscription, the end date auto-fills from their pack expiry or subscription end date
Preview:
• Click the preview line to expand and see the first 5 session dates • Total count is approximate (shown with ~) and updates as you change settings
Common Trainer Patterns:
✓ 2 days/week for 8 weeks: Weekly → Mon + Wed → After 16 sessions ✓ 3 days/week until pack expires: Weekly → Mon + Wed + Fri → On date (auto-filled) ✓ Fortnightly check-in: Every 2 weeks → Never
Editing Recurring Appointments:
• Click any recurring appointment (shown with ↺ badge) to edit • You can change the time, trainer, or client — then choose "Edit This Occurrence Only" or "Edit All Future Occurrences" • Editing future occurrences updates the rule and regenerates remaining sessions • Changing the client reassigns future sessions to the new client's billing — completed sessions are unaffected
Tips:
✓ Pack expiry auto-fill saves you from counting sessions manually ✓ The submit button shows the session count so you know exactly what you're creating ✓ Use "Custom pattern" for unusual schedules (e.g., specific days + custom intervals)