Ongoing mandates need a series, not one appointment at a time.
Advisory retainers, multi-session reviews and staged matters run over weeks. TerminJet books the whole series at once, fills any cancelled session from the waitlist, and re-opens the next block before the current one runs out.
What TerminJet does differently
Book the whole series at once
For a retainer or a multi-step matter, schedule every follow-up appointment in one pass: same adviser, recurring slot, all confirmed. No reopening the calendar each week to find the next date.
A dropped session never stays empty
If a client cancels one appointment, that single slot goes to your waitlist by WhatsApp or SMS while the rest of the series holds. One gap, not a collapsed plan.
The next block opens itself
As a series nears its end, TerminJet can open a fresh block of recurring slots and prompt the client to continue, so an advisory relationship doesn't lapse over a missed follow-up.
Same adviser, same rhythm
A recurring series keeps the client with one adviser on a steady cadence: weekly, fortnightly, monthly. That continuity is often the whole point of the mandate.
How it works
- Schritt 01
Set up the series
Pick the adviser, the cadence and the number of sessions. TerminJet books the full run of recurring consultations in one step and confirms them to the client.
- Schritt 02
It maintains itself
If one session is cancelled, that slot refills from the waitlist while the rest of the series stays put. Reminders go out before each appointment automatically.
- Schritt 03
It re-opens the next round
Near the end of the series, a fresh block of slots goes to the client so the relationship continues. Nobody on your team rebuilds the schedule by hand.
FAQ
Can a client change one session without losing the series?
Yes. Each appointment in a series stands on its own. A client can reschedule or cancel a single session within your rules while the rest stays booked.
What happens to a cancelled session in a series?
That one freed slot goes to your waitlist by WhatsApp or SMS, like any other gap, so a missed session in an ongoing mandate still gets refilled where possible.
Does the next series start automatically?
TerminJet opens a fresh block of recurring slots as the current series ends and prompts the client to continue. They confirm; nobody on your team rebuilds the schedule by hand.
Is this set up for our practice specifically?
Yes. A German digital agency configures the cadence, adviser assignment and series rules to how your mandates actually run, with EU hosting and GDPR-aware handling throughout.