Recurring Appointments

Overview

Recurring appointments are a convenient feature in Stack that allows appointments to repeat based on specific settings. You can create these appointments in two ways:

• Calendar Settings: Set up recurrence directly in your calendar settings.
• In-App Appointment Modal: Customize recurrence during appointment creation.

Setting Up Recurring Appointments in a Calendar

1. Access Calendar Settings:

   • Navigate to your Calendar Settings and select the desired calendar.

2. Basic Setup:

   • Ensure there are no date-specific hours and that only one team member is assigned.

3. Enable Recurring Meetings:

   • In the Availability tab, toggle on the Recurring Meeting option.

4. Configure Recurrence Settings:

   • Set the recurrence pattern according to your needs and click Save.

Recurrence Settings

• Repeat: Choose how often the appointment repeats (Daily, Weekly, Monthly, Custom).
• Times to Repeat: Specify the number of occurrences. For example:
  • Daily: Repeats every day for the specified times.
  • Weekly: Repeats weekly on the same day.
  • Monthly: Repeats monthly on the same date.
  • Custom: Define a unique recurrence pattern.

Note: The maximum number of recurrences is 24. These settings apply when appointments are booked through the booking widget or default settings in the in-app appointment modal.

Handling Unavailable Slots

• Skip Booking Unavailable Slots: Only available slots are booked, skipping any unavailable ones.
• Continue Booking: Appointments are booked even if slots are unavailable, with options to confirm or leave them unconfirmed.
• Book Next Available Slot: Unavailable slots are skipped, and the system finds the next available slots to fulfill the recurrence rule.

Creating Recurring Appointments via the In-App Appointment Modal

Using the Default Tab

• This tab follows the recurrence settings configured in the calendar. If recurring appointments are enabled, it shows available slots accordingly.

Using the Custom Tab

• Define a custom recurrence rule specifically for the appointment series you’re creating. This custom rule overrides other settings and applies only to this series.

Note: Custom recurring appointments will override all default rules and availability checks.

Steps to Create a Recurring Appointment

1. Create New Appointment:

   • Go to Create New Appointment, and select the calendar, team member, and contact.

2. Configure Recurrence:

   • In the Date and Time section, choose Custom.
   • Check the Recurring Event box.
   • Select a recurrence pattern or click Custom to define a specific rule.

3. Set Recurrence End:

   • Decide when the appointments should stop:
     • Never: Continues indefinitely.
     • On a Specific Date: Ends on a set date.
     • After X Number of Occurrences: Ends after a specified number of times.

4. Save and Create:

   • Finalize your settings and click Create Appointment.

With this setup, all recurring instances are linked to a single appointment. You can:

• Edit or Delete All Occurrences: Modify or remove the entire series.
• Edit or Delete a Specific Occurrence: Change or delete a specific instance.
• Edit or Delete Future Occurrences: Adjust or remove upcoming instances without affecting past ones.

Limitations

• Custom recurring appointments created in the in-app modal won’t appear in the appointment list view.
• Workflows are triggered only for the first appointment in a custom recurring series.
• Calendar notifications are not sent for these appointments.
• Service and class booking calendars do not support custom recurring appointments.
• Canceling or rescheduling affects the entire series.
• Only one meeting link is generated for the entire series.

Outlook Sync Limitations

• Appointments synced to Outlook will not reflect changes made in Outlook.
• Frequent deletions in Stack may impact Outlook syncing.

By understanding and utilizing these features, you can efficiently manage your recurring appointments in Stack.