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Setting up Recurring Bookings

Here you will find step-by-step instructions on how to create a new recurring booking, how your customers create a new recurring booking, and how to make an existing booking a recurring booking/event.

Creating a recurring booking

 

1. Click plus button to create a new booking.

 

2. Add customer details for the booking/s.

Enter pickup date, pickup between hours, select products, then toggle on 'Recurring Booking' option.

Select frequency i.e: Week, month, day

 

3. Choose which day. If the booking is for multiple days per week, click each required day.

Select when the recurrence ends - i.e 'never' (if an ongoing booking).

Click SAVE.

Recurring bookings: created by customers

When your customers are booking, they will have an option to create a recurring booking, which can be weekly, fortnightly or other, according to their needs.

Screenshot of customer booking’s view

When the customers select the option “Other”, they will be able to add notes about the frequency they require. You will receive the notes in the “Booking confirmed” email.

Important: Make sure that you check when the bookings with recurring booking notes come through, so you can edit them in the booking app accordingly. If you’re not sure about your customer needs, contact them and update what’s been requested.


If your customer decides that she/he wants to create a recurring booking after she/he has already booked, you can easily set it in our Booking App following the steps in this page.

 

Changing an existing, one-off booking to a recurring booking

1. Click into the existing booking and toggle on 'Recurring Booking'.

 

2. Select frequency for recurrence.

Occurs every: Week, Month, Day

 

3. Select how often this should be repeated.

Choose which day for booking. If the booking is for multiple days per week, click each required day.

Select when the recurrence ends - i.e 'never' (if an ongoing booking).

Click UPDATE.

 

View your recurring bookings

From List view, toggle across 'recurring' (beside booking status dropdown menu) to see a list of all your recurring bookings.

Updated on 12 Jun 2024