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A client attends regularly

You agreed on two sessions a week and want to add them to the schedule together.

Who it is for: Specialist

Before you start: Workspace access. Check the selected client, dates and current records before starting.

A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.

What to do

  1. 01

    Create the client card, add contacts and send a personal Telegram invitation.

    A client attends regularly · 1
    A client attends regularly · 1
  2. 02

    Create a session: select the client, start time, duration and repeat pattern.

    A client attends regularly · 2
    A client attends regularly · 2
  3. 03

    Review dates and overlap warnings. Resolve conflicting times and confirm creation.

    A client attends regularly · 3
    A client attends regularly · 3

Check the result

Sessions appear on the intended dates, each linked to the correct client.

If things go differently

For a time conflict, return to the date selection. If the record changed, reopen it and check its current state before confirming again.

Keep in mind

A recurring series does not record a payment. Add the package top-up separately. Editing an entire future series is currently limited; review individual sessions.

TRIAL · PRO

Try it in your working day.

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Trial is a limited Pro subscription: core features, AI chat, broadcasts and reports with trial limits. We will share the exact duration and limits when you join.