Award Winning Appointment Booking Plugin

How to Set up Recurring Appointments in WordPress

Brian Denim
Published in Booking Tutorial Jan 8, 2024 5 min read
How to Set up Recurring Appointments

BookingPress, made exclusively for appointment scheduling WordPress websites, accelerates your marketing activities with brilliant extensions for online tipping or pickable appointment duration by a customer, to name a few options.

But did you know that you can also set up recurring appointments in WordPress using the BookingPress plugin? It’s a great opportunity to have loyal customers who always can support your business. We’re breaking down how to do that with today’s brief tutorial.

More tips and tricks:

When to Use Recurring Appointments?

Regular manicures and pedicures from a nail technician, coaching relationships that often involve regular sessions, and, of course, students may need recurring tutoring sessions for academic support; there are tons of cases, you name it.

By offering recurring appointments to your clients, you won’t just have a chance to satisfy the needs of people, but also build a more stable and predictable revenue stream for your business thanks to loyal, long-term customers.

What’s Required to Set Up Recurring Appointments?

To allow your clients to book recurring appointments on your WordPress site with BookingPress, the following plugins must be installed and activated:

  1. BookingPress Lite – Download.
  2. Professional or Enterprise plan of BookingPress Premium – Purchase.
  3. The Recurring Appointments add-on. It’s free with one of the plans above.

👉 Full BookingPress Review

Activate and use Recurring Appointments Addon for BookingPress

You will download the Recurring Appointments addon for BookingPress once you have access to the premium version. Let’s show you the key steps of how it works.

Downloading and installing:

access passes
  1. Login to BookingPress and go to My Account > Access Passes.
  2. Click “View your downloads” and find the Recurring Appointments Addon.
  3. Download the addon and upload it to WordPress like any other plugin.
  4. Install and activate the addon.

Enabling Recurring Appointments for WordPress:

Edit service

There are very simple settings – just turn on the option for individual services and set your preferences.

  1. Go to WordPress Dashboard > BookingPress > Services.
  2. Add a new service or edit an existing one.
  3. Tick the toggle that says ‘Enable Recurring Appointments’.
  4. Set options: Max number of bookings, recurring frequencies (daily, weekly, etc.), default frequency.
  5. Save.

Editing colors and labels for the booking form:

booking form customization

Let’s now see how you can customize the look of this option for the booking form on the front end of your website, that is, how your clients see it.

  1. Go to WordPress Dashboard > BookingPress > Customize.
  2. Set colors for time slots and labels like “Repeat Appointment Label”.
  3. Click Apply.

Customizing instruction texts:

To change text labels that explain to customers how to set up recurring appointment preferences, go to WordPress Dashboard > BookingPress > Settings > Messages. Simply type the needed text along with the settings.

Managing recurring appointments:

recurring transaction

To see if an appointment on your BookingPress dashboard has recurring ones, do the following:

  1. Go to WordPress Dashboard > Appointments.
  2. View or manage existing appointments (edit, delete). In the Payment column, you will see the Payments column, the arrow icon will indicate a recurring appointment. Click on it to see details.
  3. Click “Add New” to create a new recurring appointment > configure settings in the ‘Repeat Appointment field’.

Displaying recurring appointment information in invoices and messages:

  • Use the shortcode [bookingpress_recurring_items] within your invoice template to display recurring appointment details automatically.
  • Select the %recurring_appointment_list% variable from the sidebar and add it to your email template. Clients will receive a single email with the list of recurring appointments after booking.

How It Works for Your Customers

Repeat appointment

How does the process look for your customer in the booking form? 

  1. Users choose a service with recurring appointments enabled.
  2. They schedule multiple sessions, setting start dates, time slots, number of sessions, and frequency.
  3. They can edit previously selected dates and times.
BookingPress frontend

Note that the addon suggests alternative time slots if the chosen one is booked. It prevents booking on unavailable days and displays an error message. As the next steps, it work as usual, your customers review a summary with their details, appointment details, and total payment – before making a payment and being redirected to the booking confirmation page.

More BookingPress tutorials:

Let’s Sum Up: How to Offer Recurring Appointments on WordPress?

As you see from our recurring appointment on WordPress tutorial, BookingPress has a simple extension that allows you to integrate the recurring appointment selection in the booking form by your customer. All you need to do is to be on either the Professional or Enterprise plan, download the add-on in your account, and configure a few simple settings to show this option in the booking form. Bingo! You are ready to help your clients schedule recurring appointments.

👉 Recurring Appointments Extension Docs

Brian Denim

Brian is a WordPress expert with a decade of developing experience & technical-writing. He enjoys blogging, movies & hiking.

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