How-to
Schedule an appointment or recurring event
Schedule work for a client or student, then choose whether it happens once or repeats. You can start from the selected profile or from the Bookings calendar.
Before you begin
Make sure the service and location are already set up. Confirm the client or student, date, time, duration, and timezone before saving.
Open the scheduling form
Use either starting point:
- From a profile, open the client's or student's Dashboard and select Add Appointment under Quick Actions.
- From Bookings, open Week, go to the first date, and select the empty time slot where the event should begin.
The form uses the selected date and time when you start from a calendar slot.
Add the client or student and service
- Choose the Service.
- Under Invitees, search for and select the correct client or student.
- Choose the Location.
- Add a description only when it provides useful scheduling context.
- Check the required Date, Time, and Duration (minutes).
Choose whether the event repeats
Under Repeat, choose one option:
- None for one event
- Daily for an event that repeats each day
- Weekly for an event that repeats each week
- Monthly for an event that repeats each month
For a repeating event, set Repeat Until to the last date in the series.
Review the selected client or student, timezone, first date, duration, and Repeat Until date before saving.
Save the appointment or event
- Review the selected client or student, service, location, date, time, duration, repeat option, and end date.
- Select Save Changes.
- Check the confirmation message and find the event on the calendar.
For a repeating event, open a later date in the series and make sure the event appears there as expected.
If the event is missing or incorrect
- Check the calendar date and view.
- Open the event and review the service, invitee, location, time, and duration.
- For a repeating event, check Repeat and Repeat Until.
- Do not assume that changing one occurrence changes the full series. If you are unsure what an edit will affect, contact iSpeax Support before saving the change.
Schedule work for a client or student, then choose whether it happens once or repeats. You can start from the selected profile or from the Bookings calendar.