> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calgest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Appointment series

> Group related customer sessions and follow progress toward a planned total.

Appointment series group several related appointments into one project or course of treatment. They are useful for a tattoo project, personal-training programme, coaching engagement, or any other multi-session service.

<Note>
  A series is different from a [recurring appointment](/appointments/recurring). Recurrence creates appointments from a repeating schedule; a series groups sessions that can happen on different dates and times.
</Note>

## 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

The series also appears on the customer's profile.

## 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:

| State           | Meaning                                                                 |
| --------------- | ----------------------------------------------------------------------- |
| **Planned**     | No attached session counts toward progress yet                          |
| **In progress** | At least one session counts, but the planned total has not been reached |
| **Completed**   | The number of counted sessions has reached the planned total            |

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.