Recurring appointments

Recurring appointments are great for clients who see you on a regular cadence — weekly personal training sessions, biweekly massage appointments, monthly check-ins. Instead of booking each session individually, you set a recurring schedule and Arketa handles the rest.

Create a recurring appointment

When scheduling an appointment from the calendar:

1. Go to Scheduling → Appointments
2. Click or drag into the time slot
3. In the "New Appointment" box, fill out all required fields
4. If the appointment should be recurring, check Make recurring appointment
5. Set the frequency under Repeats — Daily, Weekly, Every other week, or Every 4 weeks
6. Choose how many times the appointment repeats (up to 52)
7. You can delete specific dates by clicking the trash icon
8. Click Book appointment (or Go to checkout to collect payment)

All instances of the recurring appointment are created and appear on the calendar.

Editing a recurring appointment

When you edit an appointment that's part of a recurring series, you'll be asked whether to update:

• Only this class — changes just the one instance
• All upcoming instances — updates the series going forward

Canceling a recurring appointment

When you cancel an appointment in a series, the Cancel appointment dialog includes a Cancel upcoming reservations checkbox:

• Leave it unchecked to cancel only this one (client misses one week but the series continues)
• Check it to cancel all upcoming instances (end the recurring series)

Client and payment considerations

When you book a recurring appointment from your dashboard, the payment method you pick is applied to the first appointment in the series only. Every later appointment is created as unpaid.

To have a client's package or membership credits applied to those later appointments automatically, turn on Settings → General Business Settings → Reservation Management → Enable unpaid reservation resolver. The resolver applies an eligible credit to each unpaid appointment within 6 hours of its start time. Make sure the client has enough credits to cover the series. Once their credits run out, the remaining appointments stay unpaid unless you also turn on Charge payment method on file.

If the resolver is off, you can switch each appointment's payment to the client's package from the reservation, or collect payment at the time of the session.