This article explains two key features for client management: how to view a full appointment history from their profile (including status, notes, and instructor), and how to create or cancel recurring appointments based on client needs. Ideal for follow-ups, retention, and booking automation.

1️⃣ Go to New Appointment from the calendar.
2️⃣ Select the contact, service, staff member, date, and time.
3️⃣ If the client has active memberships, you can use one for this session. If not, add one first.
4️⃣ Once the membership is active, the Recurring option will appear.
5️⃣ Enable it to make this appointment repeat automatically (e.g. every Friday).
6️⃣ Save the appointment.

1️⃣ Open any appointment in the series.
2️⃣ Click on Cancel Recurrence.
3️⃣ This will cancel that session and all future ones in the series.

Option 1: From the calendar

1️⃣ Go to the Appointments tab.
2️⃣ Switch to Week, 3-day, or Day view depending on what you want to check.
3️⃣ Only scheduled appointments will be shown (not general classes).

Option 2: From reports

1️⃣ Go to Analytics > Reports.
2️⃣ Open the report called Appointment Bookings.
3️⃣ You’ll see all booked sessions with details like date, client, email, and staff member.

1️⃣ Can I edit just one appointment in a recurring series?

2️⃣ What happens if I cancel only one session, not the full series?

3️⃣ Can I view past appointments for inactive clients?

4️⃣ Do canceled appointments show up in the history?

5️⃣ What filters can I use in the booking report?