Learn how to schedule, edit, or delete recurring appointments in Zanda, making your scheduling process more efficient and hassle-free.
You can easily set up a recurring appointment on your Zanda calendar, which allows the appointment to repeat at specified intervals. This feature saves you time by automatically scheduling the appointment for you, eliminating the need for repetitive manual entries.
Moreover, you have the flexibility to edit or delete these recurring appointments. You can choose to apply changes or deletions to individual occurrences, future instances, or all occurrences in the series.
In this article:
Important
We highly recommend that you go through the Creating, Editing and Deleting an Appointment article.
It provides a concise overview of the essential steps for creating, editing, and deleting appointments. Understanding these basics is crucial, as you can only convert an existing appointment in your calendar into a recurring one. However, if you're already familiar with these processes, feel free to continue with this article.
Creating a Recurring Appointment
Start by creating a simple client appointment on your calendar. Once done, follow these steps to turn it into a recurring appointment.
1. In y our calendar, click on the appointment you want to turn into a recurring appointment.
2. In the Appointment Settings Panel, click on the Recurring Options icon located on the top-right corner of the When & Where section.
3. Click on Make Recurring.
4. In the pop-up window, choose the settings for your recurring appointment.
- Repeats: Choose the duration after which you want your appointment to reoccur i.e. Daily, Weekly or Monthly.
- Repeat Every: Set how long the time-period between each recurrence will be. For example, if the appointment is weekly - after how many weeks should it reoccur i.e. 1 week, 2 weeks, 6 weeks etc.
- Repeat On: Specify which days an appointment can reoccur.
- Starts On: Set the starting date of the recurring appointment.
- Ends: Set whether you want the recurring appointment to end after a specific number of instances or at a specific date.
Once done, click Save.
Editing and Deleting a Recurring Appointment
Editing or deleting a recurring appointment is the same as editing or deleting a single appointment. However, anytime you make an edit, you will be prompted with this pop-up box:
Here’s what the three buttons do:
- This One Only: Applies edits to or deletes the current appointment you’re clicking on.
- This & All Following: Applies edits to or deletes the current appointment, plus all future instances of that appointment.
- All Appointments: Applies edits to or deletes all instances of the current appointment (including past).