Quick Answer
Enable recurring appointments and choose when payment is collected
Open the calendar settings, enable Recurring Appointments, configure the recurring schedule, and choose whether to collect payment for the first appointment only or for all appointments upfront.
Setting Up Recurring Appointments Without Payment Confusion
You may want to schedule ongoing sessions, but it is not always clear how payments work with recurring appointments.
Recurring appointments allow you to automate repeated bookings while controlling how and when payments are collected.
If the payment settings are not configured correctly, you may charge incorrectly, miss payments, or create confusion for clients.
This guide explains how to set up recurring appointments and choose the appropriate payment option for your workflow.
Recurring Appointments at a Glance
Why Use Recurring Appointments?
- Automate ongoing weekly, bi-weekly, or monthly sessions.
- Reduce administrative work by eliminating repeated manual bookings.
- Create a more consistent client experience with predictable scheduling and reminders.
- Collect payment during the booking process instead of billing separately.
How to Set Up Recurring Appointments
Follow these steps to enable recurring bookings and configure the payment behavior.
Open the Calendar Settings
Open the calendar area and create a new calendar or select an existing calendar to edit.
Calendars → Select Calendar → SettingsChoose a Supported Calendar Type
Select a calendar type that supports recurring bookings, such as a supported Round Robin or appointment calendar setup.
Enable Recurring Appointments
Open the availability or booking settings and enable Recurring Appointments.
Configure the Recurring Schedule
Choose how frequently the appointment should repeat and set any available limits for the recurring series.
Open the Form and Payment Settings
Open the area where the booking form and payment settings are configured.
Choose the Payment Behavior
Select whether payment should be collected for the first appointment only or for the entire recurring series upfront.
Save the Calendar
Save the changes and complete a test booking before sharing the calendar publicly.
Test the complete recurring series
Confirm that the correct number of appointments is created, the payment amount is accurate, and each appointment appears in the expected calendar.
Payment Options for Recurring Appointments
BizStackPro allows payment to be collected in two ways when a recurring appointment series is booked.
First Appointment Only
Charge the client for the first appointment when the recurring series is booked.
This option is useful when later sessions will be billed separately.
All Appointments Upfront
Charge the total amount for every appointment in the recurring series at the time of booking.
This option is useful for packages, programs, or prepaid ongoing services.
Partial payments are not supported
Recurring appointments currently support payment for the first appointment only or payment for the full series upfront. Partial payments are not currently supported.
Advanced Settings to Know
- Recurring appointment series may be limited to a maximum number of repetitions, such as 24 appointments per series.
- Availability behavior may allow the booking to continue, skip unavailable times, or use the next available time, depending on the calendar setup.
- Recurring appointments generally follow the calendar’s standard time-slot rules.
- Custom appointment durations may not be available for recurring series.
- Recurring appointments cannot be bulk canceled or bulk rescheduled.
Calendar Sync Behavior
When third-party calendar sync is enabled, each appointment in the recurring series syncs as an individual event.
This means each appointment can appear separately in connected calendars such as Google Calendar or Outlook.
When the meeting location uses Zoom or Google Meet, each recurring appointment generates its own meeting link dynamically.
Review workflow event filters
Existing workflow triggers may need to be updated with an event-type filter. Available options can include Normal, Recurring, or Any.
Frequently Asked Questions
Will existing workflow trigger steps work for recurring appointments?
No. You will need to add a new event-type filter in your workflow triggers. Options include Normal, Recurring, or Any.
Can users bulk update recurring appointments?
No. Recurring appointments cannot be bulk updated, canceled, or rescheduled.
Can the same meeting location be used for all recurring appointments?
If the meeting location is set to Zoom or Google Meet, each recurring appointment will have a different meeting link generated dynamically.
How do recurring events sync with integrated calendars?
Each recurring event syncs individually with third-party calendars when calendar sync is enabled.
Can payments be charged for recurring appointments?
Yes. You can collect payment for either the first appointment only or for all appointments upfront. Partial payments are not currently supported.
Related Help Guides
Need More Help?
Browse the Calendar help category for more recurring appointment, payment, booking, and scheduling guides.
