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Appointments & Scheduling · How-to guide

Configure custom appointment recurrence

Repeat an appointment every specified number of days, weeks, months or years. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Staff who manage appointmentsFeature: Custom recurrenceModule v1.3.6
Jump to steps
Where to goAppointments > Recurrence > Custom
Before you startThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Repeat an appointment every specified number of days, weeks, months or years. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Custom recurrence stores an interval value and period unit.

The cron adds that interval to determine the next candidate date.

The candidate is checked for blocked dates and slot availability before a child is created.

Follow these steps

  1. Enable recurrence.
  2. Select Custom.
  3. Enter the interval number.
  4. Select day, week, month or year.
  5. Set cycles, save and verify the next candidate.

Fields and decisions to review

IntervalPositive number between occurrences.
UnitDay, week, month or year.
Candidate dateCalculated next occurrence.
Cycle stateGeneration count retained on the parent.

How to confirm it worked

After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.

  • Open the saved appointment and confirm the final status and source.
  • Check the participant, provider, timing and timezone from the full detail page.
  • Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Controls, checks and common mistakes

  • Avoid zero or ambiguous intervals.
  • Test month-end custom recurrence.
  • Document skipped occurrences caused by unavailable slots.
  • Use the least destructive correction and retain the appointment history when the booking existed operationally.
  • Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:recurring appointmentsschedulingappointmentinvoicepaymentcheckreportapprovalserviceprovideravailabilityremindersfeedbacktimezones
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