Recurring Appointments Addon

To get and Activate the Recurring Appointments Addon, please follow the below steps.

• First, login to the BookingPress Website, and you will be redirected to the My Account page.
• Now, click on the “Access Passes” link from the left menu panel.
• After going to the Access Passes, click on the “View your downloads” button.
• From the list, please look for the “Recurring Appointments” add-on, click on the download button, and it will automatically start downloading the addon. After the download is finished, upload the downloaded zip file to WordPress just link any other WordPress Plugin, then install and activate the addon to use it.

How to Enable Recurring Appointments

1. Enable for Individual Services

After activation, you can enable recurring appointments for any service:

• Go to WordPress Dashboard > BookingPress > Services.
• Click Add New or edit an existing service.
• Turn on the Enable Recurring Appointments option.

2. Configure Recurring Appointment Settings

Once enabled, set the following options:

• Set Recurring Booking as Required: If enabled, users will not be able to book a single session for this service. Instead, they will be able to book the minimum number of sessions you have set.

For example, if the Min and Max no of occurance is set to 12, then your users will only be able to book 12 sessions of that particular service. Not allowing your users to select one or more just the fixed amount of sessions that you have defined.

• Minimum Number of Recurring Appointments: Set the lowest number of sessions a customer can book.
• Maximum Number of Recurring Appointments: Set the highest number of sessions a customer can book.
• Recurring Frequency Options: Choose from Daily, Weekly, Biweekly, or Monthly.
• Default Frequency: Set a default option from the selected frequencies.

After setting these options, click Save.

Customize Colors & Labels

You can personalize the display of recurring appointments:

• Go to BookingPress > Customize > Forms.
• Customize colors for Suggested Time Slots and Unavailable Time Slots.

For customizing the labels related to Recurring Appointments. Here you can set and update labels such as.

• Repeat Appointment Label
• Sessions Title
• Start Date
• Time
• No. of Sessions
• Frequency
• Apply
• Upcoming Appointments
• Edit Appointment
• Date
• More Service Date Time Label

Set Recurring Appointment Messages

You can customize the validation messages related to recurring appointments:

• Go to BookingPress > Settings > Messages.

Managing Recurring Appointments

• Go to BookingPress > Appointment.
• View all recurring appointments with details like Booking ID, Date, Time Slot, and Service Name.
• Edit or delete appointments if needed.
• To create a new one, click Add New.

You can easily manage them individually and alter them as per your liking. You can also increase the Number of sessions and frequency and the same will be updated accordingly.

Add Recurring Appointments to Invoices

This addon also offers you the shortcode [BOOKINGPRESS_RECURRING_ITEMS] [/BOOKINGPRESS_RECURRING_ITEMS] that you can implement in your invoice template configuration to add its recurring appointments information in your invoice.

Email Notifications

To include recurring appointments in the email notifications, use the shortcode:

[RECURRING_APPOINTMENT_LIST CANCEL=FALSE RESCHEDULE = TRUE APPROVE = TRUE REJECT=TRUE LABELS=”service_name|Service Name; date_time|Date & Time; cancel_link|Cancel;approve_link|Approve;reject_link|Reject”]

%recurring_appointment_list%

[/RECURRING_APPOINTMENT_LIST]

Parameters that are passed :

• CANCEL: Adds a column with a cancellation link if set to TRUE.
• RESCHEDULE: Adds a column with a reschedule link if set to TRUE.
• APPROVE: Adds a column with an approval link if set to TRUE.
• REJECT: Adds a column with a rejection link if set to TRUE.
• LABELS: Defines column labels using the format parameter_name|Custom Label. You can add service_name, date_time, cancel_link, approve_link, and reject_link.

Example: To display a service_name column with the label Service, use service_name|Service.

To add more labels, separate them with a ;. For example: LABELS=”service_name|Service; date_time|Date & Time”

Parameters and Behavior:

1. Default Labels: If no custom labels are provided, default labels will be used for columns.
2. Parameter without Label: If a parameter is set to TRUE but no label is specified, the default label will be applied.
3. Parameter Set to FALSE: No column will be created for that parameter.
4. Basic Shortcode Usage: Using only %recurring_appointment_list% will display service name, date & time, and staff (if enabled).
5. Column Inclusion: Only parameters explicitly set to TRUE will have corresponding columns.
6. Approval & Rejection Links: These links are only included in notifications sent to staff members or admins.

To configure this, navigate to BookingPress > Notifications and update your templates accordingly.

SMS and WhatsApp Notifications

You can simply head over to BookingPress > Notifications, scroll down, and update the template as per your liking.

To display the recurring appointment list in your SMS or WhatsApp notification, add the placeholder: %recurring_appointment_list%

Client Experience

When the user selects the service for which the admin has enabled the Recurring Appointments in the backend, he can schedule the required number of sessions or appointments and set all the relevant details like start date, time slot, number of sessions, and frequency, etc. He can also edit previously selected date and time as shown below:

In case, the user selects the time slot that has already been booked/scheduled, then the addon will also suggest to him the nearest free time slot of the same day. Additionally, in case of non-availability of the entire selected day, it won’t let the user proceed ahead towards booking such recurring appointments and will show an error message as defined in the backend

After processing at each stage, the user will get the complete summary page entailing details like customer name, service name, date & time that he selected for each appointment/session along with the collective amount he needs to pay for all the scheduled sessions. It will also show him the list of payment gateways and he can select any of them to make the payment for these scheduled appointments.

Once the user makes the payment, he will obtain a Thank You page where they will find the success message “Your Appointment Booked successfully!” along with all the details he saw in the summary page in addition to his Booking IDs.