Appointments & Scheduling · How-to guide

Configure custom appointment recurrence

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Repeat an appointment every specified number of days, weeks, months or years.

Audience: Staff who manage appointmentsFeature: Custom recurrenceModule v1.3.6

Jump to steps

Where to goAppointments > Recurrence > Custom

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Repeat an appointment every specified number of days, weeks, months or years. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Custom recurrence stores an interval value and period unit.

The cron adds that interval to determine the next candidate date.

The candidate is checked for blocked dates and slot availability before a child is created.

Follow these steps

Enable recurrence.
Select Custom.
Enter the interval number.
Select day, week, month or year.
Set cycles, save and verify the next candidate.

Settings to check

IntervalPositive number between occurrences.

UnitDay, week, month or year.

Candidate dateCalculated next occurrence.

Cycle stateGeneration count retained on the parent.

Check it worked

After this workflow completes, Pixie CRM keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Pixie CRM database save.

Open the saved appointment and confirm the final status and source.
Check the participant, provider, timing and timezone from the full detail page.
Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Common mistakes to avoid

Avoid zero or ambiguous intervals.
Test month-end custom recurrence.
Document skipped occurrences caused by unavailable slots.
Use the least destructive correction and retain the appointment history when the booking existed operationally.
Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.

Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.

Browse connected topics:recurring appointments scheduling appointment invoice payment check report approval service provider availability reminders feedback timezones

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Configure custom appointment recurrence

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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