A series is different from a recurring appointment. Recurrence creates appointments from a repeating schedule; a series groups sessions that can happen on different dates and times.
Create a series
You can create a series from Series in the sidebar or while creating an appointment. Enter:- Customer — every series belongs to one customer
- Name — a recognizable project or programme name
- Planned sessions — the target number of sessions
- Notes — optional series-level context
Add appointments to a series
In the appointment form, first choose a customer and then use the Series field. You can attach the appointment to an existing series for that customer or create a new series in place. Each attached appointment receives a session number. Open an attached appointment to move it to another series or remove it from the series without deleting the appointment.Track progress
The Series list can be searched by series or customer name. Each series shows counted sessions against the planned total and one of these derived states:
A session counts when its status is Done, or when it is still Scheduled or Confirmed and its end time has passed. Pending, cancelled, and no-show sessions do not count.
Open a series to review its notes, progress, and ordered session list. Select a session to open and edit the underlying appointment.