Who This Is For / When to Use
This article is for account admins and users who schedule recurring appointments and need to collect payments either upfront or per series.
Use this when you need to:
Set up recurring appointments (daily, weekly, or monthly)
Collect payment for recurring bookings
Choose how and when payments are charged
Understand limitations of recurring payments
What Are Recurring Appointments
Recurring appointments allow a single booking to repeat automatically on a schedule such as:
Daily
Weekly
Monthly
This removes the need to create each appointment manually and ensures consistent scheduling.
Supported Use Cases
Recurring appointments are commonly used for:
Weekly client sessions
Monthly check-ins
Ongoing consulting or coaching
Internal recurring meetings
Step 1: Access Calendar Settings
Go to Settings → Calendars.
Click Create Calendar
orSelect an existing calendar and click the edit (pencil) icon.
Step 2: Choose a Calendar Type
Select a calendar type.
If you choose Round Robin Booking, note the following:
All calendar types support recurring appointments
Round Robin calendars can only have one assigned user
Step 3: Enable Recurring Appointments
Open the Availability tab.
Toggle Recurring Appointments on.
Configure:
Frequency (daily, weekly, monthly)
Number of repetitions
Scheduling behavior for unavailable slots
Step 4: Configure Payment Collection for Recurring Appointments
Open the Forms & Payments tab.
Enable Accept Payments.
Choose one of the recurring payment options:
Charge for First Appointment Only
Charge for All Appointments Upfront
Click Save.
Payment Options Explained
Charge for the First Appointment Only
Payment is collected only for the first appointment
All remaining appointments require manual payment collection
Charge for All Appointments Upfront
Full payment for the entire series is collected at booking
Total amount may vary depending on how many sessions are booked based on availability
Important:
Partial payments are not supported for recurring appointments.
Recurring Appointment Availability Rules
Maximum Repetitions
A recurring appointment can repeat up to 24 times
Handling Unavailable Slots
If a slot is unavailable, choose one of the following behaviors:
Continue Booking
Allows double-bookingSkip Booking Unavailable Slots
Only books available occurrencesBook Next Available Slot
Books the next available time
(System checks up to 3 future slots)
Booking and Calendar View
When booking a recurring appointment:
The booking page shows:
Repeat frequency
Number of occurrences
Total payment amount
Each occurrence appears as an individual appointment in the calendar
Customization Rules for Recurring Appointments
Standard Slots Only
Recurring appointments can only use standard slots
Custom time slots are not supported
Meeting Location Behavior
If using Zoom or Google Meet:
Each recurring appointment generates a unique meeting link
Workflow Limitations
Existing workflow triggers do not automatically apply to recurring appointments.
To support recurring events, update workflows using:
Event Type: Normal
Event Type: Recurring
Event Type: Any
Common Issues and Fixes
Cannot Collect Partial Payments
Cause
Partial payments are not supported for recurring appointments.
Fix
Choose either first-appointment-only or full upfront payment.
Recurring Appointment Missing Some Occurrences
Cause
Unavailable slots combined with skip or next-available-slot rules.
Fix
Review availability rules and repetition settings in the Availability tab.
FAQ
Can payments be collected for recurring appointments?
Yes. You can collect payment for either the first appointment only or all appointments upfront.
Are partial payments supported for recurring appointments?
No. Partial payments are not currently supported.
Can recurring appointments be scheduled for custom time slots?
No. Only standard time slots are supported.
Can recurring appointments be bulk updated or canceled?
No. Recurring appointments cannot be bulk edited, rescheduled, or canceled.
Can a client reschedule just one occurrence?
No. Individual changes must be handled as separate appointments.
Do recurring appointments sync with external calendars?
Yes. Each occurrence syncs as a separate event if calendar sync is enabled.
Can recurring appointments be used with all calendar types?
Yes. All calendar types support recurring appointments, but Round Robin calendars allow only one assigned user.