Recurring Bookings
Automate repeat bookings to save time and build predictable revenue with QuoteLab.
How Recurring Bookings Work
A recurring booking rule automatically creates new bookings at a set frequency for a customer. Instead of manually rebooking the same customer every week or month, the system generates the next booking automatically. Each occurrence is a full booking with its own status, payment tracking, and timeline entry.
Recurring rules are linked to a specific customer, service, and preferred day and time. The system creates the next occurrence based on the rule and sends the customer a confirmation reminder 48 hours before each appointment.
Setting Up a Recurring Rule
There are several ways to create a recurring rule:
From a completed booking
After completing a booking, click Make Recurring on the booking detail page. The service, customer, and pricing are pre-filled from the completed booking. Choose a frequency and preferred day.
From a customer profile
On any customer profile page, click Add to Recurring. Select the service and frequency. The customer's saved profile (vehicle, property, etc.) is used to pre-fill pricing dimensions.
From the recurring rules page
Go to Dashboard → Recurring and click New Rule. Select the customer, service, frequency, preferred day and time, and optional end date.
From the widget (customer-initiated)
If recurring bookings are enabled in your booking policies, customers can select a recurring frequency during the booking flow in the widget. They see the available frequencies and any recurring discount you offer.
Frequencies
QuoteLab supports three recurring frequencies:
| Frequency | Schedule | Common Use Cases |
|---|---|---|
| Weekly | Same day every week | Pool maintenance, lawn mowing, house cleaning |
| Biweekly | Same day every two weeks | Exterior washes, general maintenance |
| Monthly | Same day of month (e.g., 15th) or same weekday (e.g., first Monday) | Full details, pest control, HVAC filter changes |
You can control which frequencies are available to customers in Settings → Booking Policies → Recurring Frequencies. Disable any frequency that does not make sense for your business.
Recurring Discounts
Encourage customers to commit to a recurring schedule by offering a discount. Set a recurring discount percentage in Settings → Booking Policies. This percentage is applied automatically to every recurring booking.
For example, if your recurring discount is 10% and a full detail normally costs $200, each recurring occurrence is priced at $180. The discount appears as a line item on the quote so the customer sees the savings. Customers who book through the widget see the discounted price when they select a recurring frequency.
You can also set a different discount per recurring rule when creating it manually from the dashboard. This allows you to offer VIP customers a higher discount than the default.
Managing Recurring Rules
View and manage all active recurring rules in Dashboard → Recurring. Each rule shows the customer name, service, frequency, next occurrence date, total occurrences completed, and whether a discount is applied.
Pause a rule
Temporarily stop generating new occurrences without deleting the rule. Useful for seasonal breaks or customer vacations. Click Pause on the rule and it will stop creating new bookings. Resume at any time.
Edit a rule
Change the frequency, preferred day or time, service, or discount. Changes apply to future occurrences only. Past bookings are not affected.
End a rule
Set an end date or cancel the rule entirely. Any bookings already generated remain on the schedule. No new occurrences are created after the end date.
Skip a single occurrence
If a customer needs to skip one week, cancel that specific booking from the bookings list. The recurring rule continues and the next occurrence is generated as normal.
Customer Reminders
For each recurring occurrence, the customer receives an automatic reminder 48 hours before the scheduled time. The reminder includes the date, time, service, and a link to confirm or request a reschedule. This reduces no-shows and gives customers an easy way to communicate schedule changes without calling or texting you directly.
Recurring Revenue in Analytics
Bookings generated by recurring rules are tagged with a recurring source in your analytics. The revenue dashboard shows a breakdown of one-time versus recurring revenue so you can track how much of your income is predictable. Growing your recurring base is one of the most effective ways to build a stable, profitable service business.
Need more help? Contact our support team or email [email protected].