Recurring Appointments

Overview

Recurring appointments are appointments that repeat based on the recurrence settings configured. You have two methods to create a recurring appointment:

Set Up Recurrence in Calendar Settings

Custom Recurrence in the Appointment Modal

Set Up Recurrence in Calendar Settings:

Configure the recurrence rules in your calendar settings. This setup applies when someone books an appointment through the booking widget or scheduling link, or when creating an appointment using the DEFAULT Date & Time tab in the in app appointment modal.

Custom Recurrence in the Appointment Modal:

When creating an appointment using the CUSTOM Date & Time tab in the in app appointment modal, you can set a specific recurrence rule for that appointment series. This custom recurrence will override the calendar configuration.

Please Note: For appointments with custom recurrence rules, your availability is not considered. The system will book slots based on the recurrence rules you set, regardless of your actual availability.

How to Set Up Recurring Appointments in a Calendar

Navigate to Calendar Settings:Go to Calendar Settings and select the calendar you want to configure.

Ensure Basic Setup:Make sure no date-specific hours are added and only one team member is assigned to the calendar.

Enable Recurring Meetings:Go to the Availability tab and toggle on Recurring Meeting.

Configure Recurrence Settings:Set the recurrence according to your needs and click Save.

Recurrence Settings

Repeat:Choose the frequency of the recurrence (Daily, Weekly, Monthly, Custom).

Times to Repeat:Specify how many times the recurring appointment should occur. For example:

Daily: Repeats every day for the specified number of times.

Weekly: Repeats every week on the same day for the specified number of times.

Monthly: Repeats every month on the same date for the specified number of times.

Custom: Allows for a custom recurrence pattern.

Note: Maximum number of recurrences allowed is These settings will apply when appointments are booked through the booking widget or the default date and time settings in the in-app appointment modal.

Handling Unavailable Slots:

Skip Booking Unavailable Slots:

Unavailable slots are skipped, and only available slots are booked. For example, if you need 10 appointments and 3 slots are unavailable, only 7 appointments will be booked.

Continue Booking:

Appointments are booked even if the slot is unavailable. You can decide whether the status of these overlapping slots should be Confirmed or Unconfirmed.

Book Next Available Slot:

Unavailable slots are skipped, and the system will find the next available slot to meet the recurrence rule. For example, if you need 10 appointments and 3 slots are unavailable, the system will find 3 additional available slots to meet the recurrence rule and book 10 appointments in total. This would mean unavailable slots in between would be skipped and next available slot would be booked.

Creating Recurring Appointments via the In-App Appointment Modal

You have two options for setting up recurring appointments in the in-app appointment modal:

Using the Default Tab:

This tab will adhere to the recurrence settings already configured in the calendar. If the calendar is set up for recurring appointments, it will display the available recurring slots. If it's a standard calendar, only a single slot will be shown.

Using the Custom Tab:

This tab allows you to define a custom recurring rule specifically for the appointment you're creating. This c