# Set up standing appointments — Stacks help

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

Markdown version of https://stackscrm.com/features/recurring-appointments — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Help guides](https://stackscrm.com/features)

# 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.