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Appointments & Scheduling · How-to guide

Set limited or unlimited recurrence cycles

Control when appointment recurrence stops automatically or continues until staff end it. 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: Recurrence cyclesModule v1.3.6
Jump to steps
Where to goAppointments > Recurrence settings
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

Control when appointment recurrence stops automatically or continues until staff end it. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Limited recurrence stores a maximum cycle count and tracks generated cycles.

Unlimited recurrence continues through cron until the recurring flag is stopped or another condition prevents generation.

Skipped unavailable occurrences and generated-cycle handling should be reviewed in module history.

Follow these steps

  1. Select the recurrence frequency.
  2. Select limited or unlimited mode.
  3. For limited mode, enter the permitted cycles.
  4. Save.
  5. Monitor generated records and stop unlimited recurrence when no longer required.

Fields and decisions to review

Limited cyclesMaximum future generation count.
UnlimitedContinues without a fixed count.
Cycles generatedProgress stored by the recurrence engine.
Stop actionDisables future generation.

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

  • Do not use unlimited recurrence without ownership and review.
  • Stopping future generation does not remove existing children.
  • Check provider changes over long-running recurrence.
  • 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 appointmentsschedulinginvoicepaymentcheckreportapprovalappointmentserviceprovideravailabilityremindersfeedbacktimezones
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