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Recurrence rules

"Recurrence rules" automatically create future appointments based on a pattern you set. A rule is created on top of an already saved appointment, which acts as the template.

When to use recurrence rules​

  • When the same appointment repeats regularly.
  • When you want the system to prepare future appointments instead of creating them manually each time.
  • When you work with a fixed schedule and repeatable services.

How to create a rule​

  1. Create and save the appointment that will serve as the template.
  2. Open the appointment.
  3. From the extra actions menu, choose "Create recurrence rule".
  4. Fill in the rule settings.
  5. Check the preview in the "Preview" section.
  6. Save the rule.

What you configure in the form​

  • "Repeats" Choose whether the rule is daily, weekly, or monthly.
  • "Interval" Defines how often the rule repeats. Value 1 means every week, every day, or every month; value 2 means every second period.
  • "Weekdays" Appears for weekly recurrence. Choose on which days appointments should be generated.
  • "Day of month" Appears for monthly recurrence. You can enter a value from 1 to 31, or a negative value such as -1 for the last day of the month.
  • "Days ahead" Controls how far into the future the system should prepare appointments. The maximum value is 30.
  • "Copy clients from template" Appears when the template is an appointment. When enabled, the clients from the template are copied into the generated appointments.
  • "First recurrence date & time" Defines when the rule itself starts. This is not simply the template appointment date, but the start of the recurring pattern.
  • "Stop on a date and time" When enabled, you define when the rule should stop.
  • "Active" Lets you temporarily pause generation without deleting the rule.

What is important to know​

  • The rule keeps the template appointment as its source and uses its start time.
  • In the "Preview" section, you can see which future dates will be created based on the current settings.
  • If you turn off "Active", the rule remains saved but stops creating new future appointments.
  • If the template is deleted, the rules list shows that the template is deleted.

How to manage rules​

From the "Recurrence rules" list, you can:

  • filter active rules;
  • open and edit an existing rule;
  • delete a rule;
  • restore a deleted rule.

The list shows:

  • the recurrence pattern;
  • the start date;
  • how many days ahead appointments are generated;
  • the template appointment;
  • whether the rule is active.

When to edit the template appointment​

If you want to change the actual service, employee, resource, or another template detail:

  1. Open the template appointment.
  2. If needed, open the rule from "View rule".
  3. Update the rule or the template depending on what you need to change.

Frequently asked questions

What is a recurrence rule created from?

A rule is created from an already saved appointment, which serves as the template.

What does "Days ahead" do?

It controls how far into the future the system should prepare appointments from this rule. The maximum value is 30 days.

Can I stop a rule without deleting it?

Yes. Turn off "Active" to stop creating new future appointments while keeping the rule saved.

When does "Copy clients from template" appear?

This option appears when the rule is based on an appointment. If enabled, the clients from the template are copied into future generated appointments.

What happens if the template appointment is deleted?

The recurrence rules list will show that the template is deleted.