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

Configure custom appointment recurrence

Repeat an appointment every specified number of days, weeks, months or years.

Audience: Staff who manage appointmentsFeature: Custom recurrenceModule v1.3.6
Feature pathAppointments > Recurrence > Custom
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

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.

Step-by-step workflow

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

Important fields and decisions

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

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

  • 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
Choose an appointment recurrence frequency →Understand appointment time-slot generation →Set limited or unlimited recurrence cycles →Edit a recurring appointment →Recurring appointments overview →Create a recurring appointment →Stop a recurring appointment →Appointments & Scheduling module overview →