Setting Up Recurring Appointments in RunLoyal

Go to your RunLoyal staff portal on a Google Chrome browser.

Access Customer Profile:

• Search for the associated customer profile and select the pet owner name.

Enable Recurring Appointment:

• Click on the dropdown trigger and select Recurring Appointment.

• Select the associated pet name.

• Click on the associated pet service (e.g., Daycare), then the appropriate service type.

Select Recurrence Days and Frequency:

• Choose the specific days you would like the recurring appointment to fall under each week (e.g., Mon for every Monday).

• Type in the number “1” for it to recur weekly.

  • You can select any number of weeks, but 1 is suggested for weekly recurrence.

Set Start and End Date:

• Select the associated start date and start time if required.

• Click on “At this specific date” to specify an end date (e.g., 12/19/2023 for one year).

  • Alternatively, you can select “after this number of appointments” and input a specific number.

Assign Slots and Area:

• Click on “Get Slots” and assign an area of your choice.

  • The same area will be used for every appointment in the series.

Finalize and Refresh Appointments:

• Once everything is finalized, select Add Appointment to create.

• Click on the Refresh button (located near the Add Appointment button) to populate all your appointments.

  • Depending on how many recurring appointments exist, it may take some time for the data to populate.

• All recurring appointment series will show a refresh circle next to the associated appointment.

A step-by-step tutorial with screenshots is included below for guidance: