How to Create and Edit a Recurring Appointment
Summary:
Follow this guide to learn how to create and edit a recurring appointment.
Within the platform's Calendars or Appointments tab, you can set up recurring appointments by manually selecting specific dates and times with the custom date and time options, even without configuring a recurring calendar. This approach allows you to create a series of scheduled sessions tailored to a client’s unique availability or requirements, bypassing the need for a preset recurring calendar configuration. Follow the guide below to learn how to create and edit a recurring appointment.
Creating a Recurring Appointment
Begin by selecting the New Appointment button within the Appointments section of your account.
Next, choose the calendar on which the appointment will be scheduled, then enter a title and description. If applicable, select the assigned team member then choose the appropriate contact from the dropdown list.
In the Date and Time section, select the appropriate timezone, then click on the Custom option to specify your desired schedule.
Select the Recurring Appointment checkbox and define the desired recurrence pattern.
Utilize the Custom option to manually set the frequency of the recurrence, and choose whether the appointments should end either indefinitely, on a specific date, or after a specified number of occurrences.
Verify the meeting location and status, then click the Book Appointment button to add the appointments to your calendar.
The initial appointment in the series will then appear in your Appointments list for easy reference and management.
Editing a Recurring Appointment
To modify the appointments, select the Edit option from the calendar actions dropdown.
Make the required adjustments within the modal, then select Save. You will then be prompted to confirm how you would like the changes to be applied.
Finally, click the Update button to retain your changes.
By following the steps above, you will be able to create and update recurring appointments with ease!
✍️Important Notes
- Recurrences will be booked directly without checking availability.
- Canceling or rescheduling a custom recurring appointment through the cancellation/reschedule link or within the Contacts/Conversations tab will impact the entire series.
- Custom recurring appointments are currently unsupported for service and class booking calendars.
- Only one meeting link (Zoom, Google Meet, or Microsoft Teams) will be generated for the entire series, not individual occurrences.