Britixo CRMBritixo CRM Enterprise Help Centre
Appointments & Scheduling · How-to guide

Choose an appointment recurrence frequency

Select weekly, monthly, yearly or custom recurrence based on the actual service schedule.

Audience: Staff who manage appointmentsFeature: Recurrence frequencyModule v1.3.6
Feature pathAppointments > New or Edit appointment > Recurrence
Before you beginThis 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 this feature does

Select weekly, monthly, yearly or custom recurrence based on the actual service schedule. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Standard frequencies advance the next occurrence by one week, month or year.

Custom mode combines an interval number with day, week, month or year units.

The generated date remains subject to blocked-date and availability validation.

Step-by-step workflow

  1. Open recurrence settings.
  2. Choose Week, Month, Year or Custom.
  3. Review how the next date will move from the parent.
  4. Set cycles.
  5. Save and inspect the displayed recurrence summary.

Important fields and decisions

WeekRepeats on weekly progression.
MonthRepeats by monthly progression.
YearRepeats by yearly progression.
CustomNumeric interval plus day/week/month/year unit.

What happens after completion

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

  • Monthly dates can behave differently around short months.
  • Annual recurrence can cross daylight-saving changes.
  • A valid recurrence date can still be skipped for unavailability.
  • 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
Configure custom appointment recurrence →Set limited or unlimited recurrence cycles →Select appointment date, time, duration and timezone →Configure blocked days and holidays →Recurring appointments overview →Create a recurring appointment →Edit a recurring appointment →Stop a recurring appointment →