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Appointments & Scheduling · How-to guide

Recurring appointments overview

Use Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.

Audience: Staff who manage appointmentsFeature: Recurring appointmentsModule 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

Use Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

A recurrence parent stores frequency, custom interval, total cycles or unlimited mode and the number of cycles already generated.

The CRM cron calculates the next occurrence and creates a new appointment only when the date is not blocked and the slot is available.

Generated appointments copy supported custom fields, attendees and service relationships while resetting child recurrence, feedback, invoice and reminder-notification state.

Step-by-step workflow

  1. Create or open the parent appointment.
  2. Enable recurrence and choose frequency.
  3. Set custom interval and cycle limit where needed.
  4. Save and confirm cron operation.
  5. Review each generated child appointment separately.

Important fields and decisions

FrequencyWeek, month, year or custom interval.
CyclesLimited count or unlimited generation.
Next dateCalculated by the recurrence engine.
Child recordNew appointment with copied context and reset automation state.

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

  • Do not use recurrence without a working cron.
  • Review future availability and blocked dates.
  • Each generated appointment is an operational record requiring its own status management.
  • 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 appointmentsappointmentschedulingremindersinvoicepaymentcheckreportapprovalserviceprovideravailabilitynotificationsfeedback
Create a recurring appointment →Choose an appointment recurrence frequency →Set limited or unlimited recurrence cycles →Stop a recurring appointment →Configure custom appointment recurrence →Edit a recurring appointment →Appointments & Scheduling module overview →Understand appointment statuses →