Help guides

Set up standing appointments

Standing appointments create repeated bookings for a client; they are distinct from recurring invoices.

Create a schedule

Open Scheduling → Recurring and choose New Standing Appointment. Select an active appointment type and client, frequency, time and starting date. The schedule keeps its labeled timezone if you later change General Settings. Occurrences that conflict with another booking or fall in a skipped or repeated daylight-saving hour are skipped; use a time outside clock changes to avoid this.

Set limits

Choose weekly, every two weeks or monthly. Optionally set an assignee, end date, occurrence limit and notes. Review these before saving.

Monitor generation

The background scheduler creates occurrences. Check the generated appointments and any conflicts; creating a recurring rule does not guarantee every future slot is available.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.