new
Calendar ๐๏ธ
CRM ๐
Mobile App ๐ฑ
๐๏ธ Mobile App - Recurring Appointments in Calendars
Weโre leveling up the Recurring Appointments experience on mobile to make scheduling easier, faster, and more flexible. With this enhancement, users can now set up, manage, and customize recurring appointments directly from the Schedule Appointment screen, bringing mobile in line with key web functionality.
You set up a recurring check-in once - choose the time, pick whoโs attending, and youโre done. Every future session appears automatically, complete with meeting links and reminders. When plans change, edit or cancel the whole series in seconds. No repeats, no rework, just effortless scheduling that runs itself.
Introduces both standard and custom recurrence options, giving users full control over how they schedule repeat meetings. Whether you want to set your own pattern or use pre-configured calendar settings, mobile now has the power to do it all.
๐ Why It Matters
Simplifies the scheduling of recurring meetings directly from mobile.
Reduces repetitive manual bookings.
Offers more control and flexibility with advanced recurrence options.
Keeps teams and clients aligned with consistent meeting schedules.
๐ Whatโs New
Standard Recurring Appointments: Use your pre-configured recurrence settings from the Calendar settings. The system will check availability, display a list of Confirmed and Skipped events.
Create custom recurring appointments directly from the Schedule Appointment screen, even without a recurring calendar configured.
Bulk edit or delete the entire series of a recurring appointment with one action.
Advanced recurrence patterns like โevery second Tuesday,โ โweekdays only,โ or โannualโ events.
Infinite recurrence options โ repeat indefinitely, end on a specific date, or after a set number of occurrences.
-๐ Note: Recurring appointments created via the Schedule Appointment screen will be booked strictly based on the recurrence rules and will not check availability.
๐งญ How It Works
Tap on + (plus) icon and Schedule Appointment
Select the contact, calendar and team member
Choose between:
Standard Recurrence: Use calendar-configured recurrence rules โ system checks availability โ review Confirmed & Skipped events
Custom Recurrence: Under Custom Date & Time, enable Recurring Appointment Set your own date/time pattern.
Define your recurrence pattern and end criteria
Hit Save to create your recurring appointment. A single Zoom, Google Meet, or Microsoft Teams link will be generated for the entire series.