PocketSuite Spotlight #3 - Program Scheduling

PocketSuite's recurring appointments let you set up a repeating schedule once and move individual dates without surprises. This Spotlight video shows you how they work in about a minute and a half.

Watch the video

Video link: https://vimeo.com/1223706519

What you'll learn

  • Book a repeating appointment: tap Repeat, choose how often and how long, and PocketSuite adds every date to your calendar.
  • Confirm a whole series with one tap. Confirming one date confirms every date in the series.
  • Reschedule a single date without changing the rest of the series.

Quick reference: Before You Reschedule: Check This

Before You Reschedule checklist with six checks.

Run these six checks before you reschedule or cancel:

  • Is this a recurring appointment? Rescheduling one date doesn't move the rest of the series. Reschedule each occurrence you need to change.
  • Is it linked to a package or subscription? Confirm the session count and billing frequency won't shift. Moving the date doesn't use up or refund a session.
  • Does it need confirmation? Confirming any single date in a recurring series confirms the entire series at once.
  • Check the new time slot first. Greyed-out means booked or blocked. Tap it to see why before you override.
  • Is a team member assigned? Make sure their availability is set for the new date and time, or the slot won't show as bookable.
  • Notify the client. Double-check your notification settings so your client receives the updated time.

Where to find it: To create a repeating appointment, go to Home > Schedule, select a client and service, tap Availability, pick a time, then tap Repeat. To reschedule one date, open the appointment card on your Calendar and tap Reschedule.

Note: Confirming one date in a recurring series confirms the entire series. Check your series before you tap Confirm.

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