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Recurring Appointments are Appointments that occur on a regular cadence. They can be every week, bi-weekly, monthly, etc.

You have the ability to edit, reschedule or delete an entire Appointment Series (all the recurring Appointments tied together) or a single Appointment Occurrence (one Appointment in the series of Appointments). 

  • Appointment Series - Any changes made to an Appointment Series will be applied to ALL Appointments in that Series.
  • Appointment Occurrence - Any changes made to a single Occurrence will be applied to ONLY that Appointment.

Important: For record keeping purposes, we only recommend that you only edit or delete future Appointments.

After any updates to a recurring Appointments, the invitee will receive a notification that the Appointment has been updated, and their calendar invites will be updated accordingly.

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Edit or Reschedule Recurring Appointment

  1. Click Scheduling in left menu.
  2. To edit the Series, click on ANY Appointment in the Series.
  3. OR to edit a Single Occurrence, click on the specific Appointment you want to update.
  4. Click whether you want to edit the Appointment Series or a Single Occurrence.
  5. Edit Appointment as desired.
  6. Click Save.
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Delete Recurring Appointment

  1. Click Scheduling in left menu.
  2. To edit the Series, click on ANY Appointment in the Series.
  3. OR to edit a Single Occurrence, click on the specific Appointment you want to update.
  4. Click Delete button.
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