How can you setup Recurring Appointments
All calendar types support recurring appointments. The only difference being that if you picked Round-robin, there must be a maximum of 1 user or team member on the calendar.
Once you toggle on the Recurring Appointments, we can see the recurring appointments settings and you can select the settings based on your use case.
What is "If slots are not available" setting?
This basically means that if there is another appointment or event already booked for the intended slot, then the user has the following options:
Continue Booking
That simply means double book the slot
Skip booking Unavailable slot
That simply means book ONLY the ones that are available and ignore the rest
Book Next Available Slot
That simply means to book the reoccurrences irrespective of how far out in the future the calendar needs to scout for the available slots.
Caveat: We check only until the next 3 slots for availability
if unavailable we drop the booking
if available we continue and complete all reoccurrences
So, now will the already configured triggers fire for Recurring appointments ?
No, it won't. We have added some new filters for Appointment Triggers.
So all your configured triggers will be added a new filter for your Triggers
We added a new Event Type Filter in appointment trigger, so now you can control the triggers that can fire for the type of your appointments.
For all the existing Appointment Status triggers in your sub-account we have added a new Filter by default, and the Filter is Event Type : Normal.
So what are these new Filters and what is the scope of these new filters:
Event Type: This new filter is added, so that you can fire for the appointments related to the type of the Calendar (Recurring Appointments Calendar or Non Recurring Appointments Calendar or both)
Event: Normal
So if we select this filter , then the appointments that are normal(which aren't recurring), and all your existing appointments would be considered as Normal and if we select this, then it would work same as how it is working now.
Event: Recurring
If we select this filter, then the trigger would fire only for the appointments that got booked in Calendars that had recurring appointment setting turned On.
Event: Any
If we select this filter, then the trigger would fire for any type of appointments.
And we are deprecating Customer Booked Appointment Trigger (Launching on Monday)
So now, if you select Created By Filter:
Customer: It would work the same as the Customer Booked Appointment, so if this filter is added, then appointments that are booked by customer i.e if the appointment is booked from the widget, then only this would fire.
User: All the appointments that are booked inside the system or any other source other than the appointments that booked from widget would fire the appointment.
Please Note:
User cannot bulk update appointments (cancel or reschedule)
User should be careful when selecting the recurring booking option (book next vs skip booking vs continue booking)
If meeting location is zoom or google meet, All recurring appointments will have different meeting urls
If sync is on - events are synced as individual events with the third party calendars
Recurring appointments can only be booked for standard slots (for custom slots we do not display recurring booking option)
Users will not be able to book recurring appointments from opportunities page. The recurring calendars will be available in the drop down to book but only for a single time slot.
Payments are unavailable for calendars with recurring turned on.