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Calendar & Scheduling

Recurring Appointments

Schedule appointments that repeat automatically. Perfect for maintenance services, regular treatments, or clients who prefer the same time slot.

Smart Conflict Resolution

When a recurring slot conflicts with holidays or existing bookings, Bizily's AI automatically suggests alternative times that match the customer's preferences.

Creating a Recurring Appointment

You can make any existing or new booking recurring. Here's how:

1

Open the Booking

Navigate to the booking you want to make recurring, either from the calendar or the bookings list.

2

Click 'Make Recurring'

In the booking details panel, click the 'Make Recurring' button or select it from the actions menu.

3

Choose Frequency

Select how often the appointment should repeat: weekly, bi-weekly, monthly, or custom intervals.

4

Set End Condition

Choose when the series should stop: after a number of occurrences, on a specific date, or ongoing until canceled.

5

Review & Confirm

Preview all the scheduled dates. The system will flag any conflicts for your review before confirming.

Frequency Options

Weekly

Same day and time every week

Every Tuesday at 2:00 PM

Bi-Weekly

Every other week on the same day

Every other Monday at 10:00 AM

Monthly (Same Day)

Same day of month (e.g., 15th)

15th of every month at 3:00 PM

Monthly (Same Week)

Same weekday of month (e.g., 2nd Tuesday)

Second Tuesday of every month

Custom Intervals

Need a different frequency? You can create custom intervals like every 3 weeks, every 6 weeks, or any other pattern that fits your client's needs.

Conflict Detection

When creating a recurring series, Bizily checks each occurrence for conflicts. You'll see clear indicators for each date:

Available

The slot is free and the booking will be created normally.

Staff Conflict

The assigned staff member is busy. You can choose a different team member or time.

Resource Conflict

A required resource (room, equipment) is already booked. Alternative resources may be suggested.

Business Closed

The date falls on a holiday or day when the business is closed.

Customer Conflict

The customer already has another appointment at this time.

Resolving Conflicts

When conflicts are detected, you have several options:

Skip This Occurrence

The recurring series continues but this specific date is skipped. Customer will be notified.

Change Time

Move this specific occurrence to a different time on the same day.

Change Day

Move this occurrence to a different day (e.g., if Tuesday is a holiday, move to Wednesday).

Assign Different Staff

Keep the same time but assign a different available team member.

Use AI Suggestion

Let Bizily suggest the closest available slot that matches the customer's preferences.

Managing a Recurring Series

Once a recurring series is created, you can manage it from any occurrence:

Pause Series

Temporarily stop scheduling new occurrences. Existing bookings remain.

Resume Series

Resume a paused series from where it left off.

Edit Series

Change frequency, time, staff, or services for all future occurrences.

Cancel Series

Stop the series and optionally cancel all future occurrences.

Editing: Single vs. Series

When you edit a recurring appointment, you'll be asked:

This occurrence only

Changes apply only to this specific appointment. The rest of the series continues unchanged.

This and all future

Changes apply from this occurrence onward. Past occurrences stay unchanged.

All occurrences

Changes apply to all past and future occurrences in the series.

Customer Notifications

Customers are automatically notified about their recurring appointments:

Series CreatedConfirmation with full schedule and calendar invites for all upcoming dates
Upcoming ReminderStandard reminder before each occurrence (configurable timing)
Skipped OccurrenceNotification when an occurrence is skipped due to conflict or closure
Series ChangesNotification when time, staff, or other details change
Series CanceledConfirmation when the recurring series is canceled

Best Practices

Book recurring slots early. Popular times fill up fast. Creating recurring appointments secures the customer's preferred slot.

Use reminders strategically. Recurring customers may need fewer reminders—they know the routine. Adjust reminder settings per customer.

Plan for holidays. Review upcoming occurrences quarterly to proactively handle holiday conflicts before they become last-minute issues.

Collect cards for recurring. Require card-on-file for recurring customers to reduce no-show risk across the entire series.

Track recurring revenue. Use Insights to see how much revenue comes from recurring vs. one-time customers.

Related Documentation