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.
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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.
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In the Date and Time section, select the appropriate timezone, then click on the Custom option to specify your desired schedule.
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Select the Recurring Appointment checkbox and define the desired recurrence pattern.
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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.
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Verify the meeting location and status, then click the Book Appointment button to add the appointments to your calendar.
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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.
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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.
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Finally, click the Update button to retain your changes.
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By following the steps above, you will be able to create and update recurring appointments with ease!