Set Up and Edit Recurring Appointments

Recurring appointments keep regular customers on the schedule automatically — weekly, bi-weekly, or monthly.

Creating a Recurring Series

1. Create an appointment for the customer as usual.
2. Set the Frequency (Can use Custom as needed) on the appointment.
3. Assign the technician and presets (items, notes) attach to each generated visit.

Editing a Series: How Forking Works 

When you edit one appointment in a series, POM asks whether to change this appointment only or this and all following. What happens next is the single most misunderstood part of recurring appointments:

Choosing "all following" splits the series in two. Say the series runs every Friday and you change the July 10 visit with "update all following" — POM forks it at July 10:

• Series A — the original, now containing only the appointments before July 10
• Series B — a new series containing July 10 and everything after, with your change applied

From that moment they are two independent series. Editing one does not touch the other — ever. This is why a later "update all" can appear not to work: it updates all of that fork, not everything the customer has on the calendar.

Symptoms of a forked series

• "I updated the series but the older appointments didn't change" — those dates belong to the other fork.
• "I changed the time for all appointments but some still show the old time" — the series was forked at some earlier point (possibly months ago, by someone else), and you edited only one fork.
• A customer seems to have duplicate or inconsistent recurring visits — several forks accumulated from repeated "all following" edits.

Working with forks

• Every "this and all following" edit creates another fork. A series edited this way three times is now four separate series covering different date ranges.
• To change everything a customer has going forward, open the customer's profile, review each recurring series listed there, and apply the change to every fork that's still generating visits.
• Use "this appointment only" for one-off changes (a skipped week, a one-time reschedule) — it doesn't fork the series.
• Reserve "all following" for permanent changes, and make them from the most recent fork so you don't fragment the schedule further.

Series Not Showing on a Date?

• Open the customer's profile and confirm the recurrence pattern — the date must fall on the pattern of one of the customer's series (remember forks: the series covering that date range may be a different one than you're looking at).
• Check the schedule's technician and status filters aren't hiding it.
• If a date is genuinely missing from a series, don't recreate the series — contact support with the customer, technician, and date so we can inspect it.

Ending a Series

Edit the recurring appointment on the customer profile to stop future visits — and check for other forks still generating appointments. Completed visits keep their history.