# Recurring appointments

> Book an appointment that repeats, fix dates that clash, cancel one visit, and pause, resume or cancel a whole series.

Source: https://heylilo.co/help/calendar/recurring-appointments

A recurring appointment books the same services, provider and time on a schedule, like every 4 weeks. Lilo books the visits ahead, so the client keeps their spot. The visits together are called a series.

## Set up a recurring appointment

1. Book the first visit as usual. [Book an appointment](https://heylilo.co/help/calendar/book-an-appointment) has the steps.
2. On the last step, select **Repeat this appointment**.
3. Under **Repeats**, select how often:
   - **Every week** or **Every 2 weeks**.
   - **Monthly**, then select the same date each month (like the 5th) or the same weekday (like the 1st Thursday).
   - **Custom**, then enter a number and choose weeks or months, like every 6 weeks. The most is 52 weeks or 12 months.
4. Under **Ends**, select when the series stops:
   - **After** a number of visits, from 2 to 52.
   - **On** a date, up to 12 months away.
   - **No end date**.
5. Check the first dates under **Dates**. Lilo checks every date for conflicts.
6. If any date has a conflict, choose a **Fix** for it. See **Fix dates that clash** below.
7. Select **Create Series**. You'll see how many appointments Lilo booked.

Walk-ins can't repeat. In the Lilo app, you can't set up or manage a series. Use Lilo on the web.

## Fix dates that clash

If some dates don't work, Lilo shows how many have a conflict, and why. **Create Series** stays grayed out until each one has a fix. For each date, choose a **Fix**:

- **Skip this date**: Lilo doesn't book that visit.
- **Reschedule**: pick another open time for that visit.
- **Different provider**: choose someone else who does the same services, for that visit only. It shows when someone else can.
- **Book anyway**: Lilo books it at the usual time, even though it clashes.

If you skip any dates, the button shows how many, like **Create Series (1 skipped)**.

## Open a series

1. Open any visit in the series on the [**Calendar**](https://app.heylilo.co/dashboard/calendar). Its details say **Recurring**.
2. Select the **⋯** button at the bottom, then choose **Manage series**.

You can also open it from the [client's profile](https://heylilo.co/help/clients/client-profile). Select **Appointments**, then **Recurring**, then the series.

The series shows how often it repeats, the next visit and how many visits are done. Its status is **Active**, **Paused**, **Completed** or **Cancelled**. **Visits** lists the upcoming ones.

## Cancel one visit

1. Open the series and select **Cancel** next to the visit.
2. Choose a **Reason**, and add a **Note** if you like.
3. Leave **Notify client** on to let the client know.
4. Select **Cancel visit**. The rest of the series carries on.

You can also cancel a visit from the calendar like any other appointment. [Change, reschedule, or cancel an appointment](https://heylilo.co/help/calendar/change-or-cancel) has the steps.

If the client already paid toward the visit, [Cancellations, no-shows, and deposits](https://heylilo.co/help/payments/cancellations-and-deposits) explains what happens to the money.

## Pause and resume a series

1. Open the series and select **Pause series**.
2. Select **Pause series** in the box. Lilo cancels the upcoming visits and doesn't tell the client.

To start again:

1. Open the series from the client's profile, and select **Resume series…**.
2. Under **Resume from**, pick a date up to 12 months away.
3. Select **Resume series**. Lilo books new visits from that date. The visits you paused stay cancelled.

## Cancel a series

1. Open the series and select **Cancel series**.
2. Select **Cancel series** in the box.

Lilo cancels every upcoming visit and ends the series. You can't undo it. Lilo doesn't tell the client. Past visits stay as they are.

## Fix a conflict later on

Things can change after you book, like a provider taking a day off. When a visit no longer fits, the series says how many visits conflict.

1. Open the series and select **Review**.
2. For each visit, choose a **Fix**: skip the visit, move it to another time, or cancel the rest of the series. When someone else can do the services, you can also give them the visit.
3. Select **Apply fix**.

## How it works

- Every visit has the same services, provider, time and location as the first one, unless you fix a date.
- Visits that repeat by the week always land on the first visit's weekday.
- Lilo books every visit when you create the series. With **No end date**, it books about three months ahead, then adds more once fewer than two months are booked.
- A series has at most 52 visits. A series with no end date stops getting new visits after 52.
- Each visit keeps the prices and lengths from when you set up the series, even visits Lilo adds later.
- Changes to one visit, like a new time, apply to that visit only.
- With **Notify client** on, the client gets one confirmation, for the first visit. It says how often the appointment repeats. Every visit gets the usual reminders.
- Forms that go out when an appointment is booked are sent once, for the first visit. See [Send forms automatically and require them](https://heylilo.co/help/forms/send-and-require-forms).
- Pausing or cancelling a series doesn't tell the client. Let them know yourself.
- When you resume a series, Lilo books:
  - the rest of its visits, if it ends after a number of visits
  - visits up to its end date, if it ends on a date
  - 12 visits, if it has no end date

- A series doesn't include [add-ons](https://heylilo.co/help/services/add-ons). If you chose any, Lilo books every visit without them, including the first.

## Common questions

### Why are the visits on a different day than I picked?

Visits follow the first visit's date. Weekly visits land on the same weekday as the first one, whatever you pick under **Day**. To use another day, book the first visit on that day.

### Why does it say it couldn't check these dates?

The end date is more than 12 months away, or a **Custom** repeat is more than 12 months apart. Choose a closer end date or a shorter gap. If neither applies, check your connection and select **Try again**.

### Can I change the time or services for the whole series?

No. Changes apply to one visit at a time. To change every visit, cancel the series and set up a new one.

### Why didn't the client get a confirmation for every visit?

Lilo sends one confirmation, for the first visit, when **Notify client** is on. It mentions the schedule. Each visit still gets your usual reminders.

### Does cancelling one visit cancel the rest?

No. Cancelling a visit only cancels that one. To stop them all, use **Cancel series** or **Pause series**.

### Why did a series stop adding visits?

A series has at most 52 visits. Lilo also stops adding visits while the series is paused or after it's cancelled. If your business's free trial ended or its subscription was canceled, new visits wait until the account owner subscribes.