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How to Set Up Recurring Appointments

This article explains how to set up recurring appointments in Kyrios using calendar settings or the in-app appointment modal.

Updated over 2 months ago

Who This Is For / When to Use

This article is for users who need to schedule appointments that repeat automatically on a fixed schedule.

Use this when you need to:

  • Create daily, weekly, monthly, or custom recurring appointments

  • Control how unavailable time slots are handled

  • Manage recurring appointments from calendar settings or the appointment modal


What Are Recurring Appointments

Recurring appointments automatically repeat based on defined recurrence rules.

They are commonly used for:

  • Ongoing client sessions

  • Regular internal meetings

  • Long-term scheduling without manual rebooking


Method 1: Set Up Recurring Appointments from Calendar Settings

This method applies recurrence rules at the calendar level.


Step 1: Open Calendar Settings

  1. Go to Settings → Calendars.

  2. Select the calendar you want to configure.

  3. Click the edit (pencil) icon.


Step 2: Confirm Basic Calendar Requirements

Before enabling recurrence, confirm the following:

  • No date-specific hours are configured

  • Only one team member is assigned to the calendar

This is required for recurring appointments to function correctly.


Step 3: Enable Recurring Meetings

  1. Open the Availability tab.

  2. Toggle Recurring Meetings on.


Step 4: Configure Recurrence Frequency

Set how often the appointment should repeat:

  • Daily – repeats every day

  • Weekly – repeats weekly on the same day

  • Monthly – repeats monthly on the same date

  • Custom – define a custom recurrence pattern

Click Save to apply changes.


Recurrence Limits

  • The maximum allowed recurrences is 24

  • These rules apply to:

    • Booking widget scheduling

    • Default date & time selection in the in-app appointment modal


Step 5: Define How Unavailable Slots Are Handled

If a slot is unavailable, choose one behavior:

  • Skip Booking Unavailable Slots
    Only available slots are booked.

  • Force Book
    Books all slots even if conflicts exist.

  • Book Next Available Slot
    Books the next available slot on the same recurrence pattern.


Method 2: Create Recurring Appointments from the Appointment Modal

This method applies recurrence rules per appointment series.


Step 1: Open the Appointment Modal

You can start from either location:

  • Calendars → Appointments → + New Appointment

  • Contacts → Contact Profile → Appointments → Add Appointment


Step 2: Set Appointment Details

  1. Select:

    • Calendar

    • Team member

    • Contact

  2. Open the Custom Date & Time tab.


Step 3: Enable Recurring Appointment

  1. Check the Recurring Event option.

  2. Choose a recurrence pattern:

    • Daily

    • Weekly

    • Monthly

    • Custom

This custom recurrence overrides calendar-level recurrence settings.


Important Note on Custom Recurrence

For appointments created with custom recurrence rules:

  • Availability is not validated

  • Appointments are scheduled strictly based on the recurrence rule


Step 4: Set the Recurrence End

Choose how the recurring series ends:

  • Never

  • On a Specific Date

  • After X Occurrences


Step 5: Save the Recurring Appointment

Click Save to create the recurring appointment series.

The series appears in the calendar according to the defined pattern.


Editing Existing Recurring Appointments

When editing a recurring appointment, you can choose to update:

  • This appointment only

  • This and following appointments

  • All appointments in the series


Known Limitations

Appointment List View

  • Custom recurring appointments created from the appointment modal do not appear in the appointment list view.


Workflow Triggers

  • Workflows trigger only for the first appointment in a custom recurring series.

  • Subsequent appointments do not trigger workflows.


Calendar Notifications

  • Notifications are not sent for custom recurring appointments.


Cancellation and Rescheduling

  • Canceling or rescheduling via:

    • Cancellation links

    • Contacts tab

    • Conversations tab
      affects the entire series, not individual occurrences.


Service and Class Calendars

  • Custom recurring appointments are not supported for:

    • Service booking calendars

    • Class booking calendars


Virtual Meeting Links

  • A single meeting link is generated for the entire series.

  • All occurrences share the same Zoom, Google Meet, or Microsoft Teams link.


Outlook Sync Limitations

  • Changes made in Outlook do not sync back to Kyrios.

  • Frequent deletions may affect sync reliability.


FAQ

Can I create recurring appointments without a recurring calendar?

Yes. Custom recurring appointments can be created directly in the appointment modal.


Can I cancel or reschedule just one occurrence?

No. System-based cancellation or rescheduling affects the entire series.


What is the maximum number of recurrences?

When configured from calendar settings, the maximum is 24.


Do recurring appointments reduce availability when overlapping?

Yes. Each overlapping slot reduces availability by 1 until capacity is reached.


Are custom recurring appointments available for service or class bookings?

No. They are not supported for service or class booking calendars.

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