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Book Recurring Appointments
Reserve repeat visits and confirm the booked schedule
Use this Agent instantly or customize it - no programming needed
- Standing appointment requestStanding appointment request
Your client's request gives the repeat dates, preferred time, appointment type, and contact details.
- Staff scheduleStaff schedule
Your staff schedule shows working hours and existing visits on each requested date.
- Booking rulesBooking rules
Your booking rules set the visit length and prevent conflicting reservations.
- Exception approval ruleException approval rule
Your approval rule requires the scheduling owner to approve a changed date or time.
Your booking calendar shows open times and sends one confirmation when you book a repeat series.
- Request for missing detailsRequest for missing details
Your scheduler sees which detail to supply before any visits are booked.
- Dates needing approvalDates needing approval
Your scheduling owner sees which dates remain unbooked and why they need approval.
- Proposed time changeProposed time change
Your scheduling owner sees the common open time before approving a change to the client's request.
- Series confirmationSeries confirmation
Your client receives one confirmation for the visits booked in the series.
- Verified scheduleVerified schedule
Your schedule lists only saved visits, with their time, staff member, and location or link.
- Dates needing approvalDates needing approval
Your scheduling owner sees which dates remain unbooked and why they need approval.
This Agent starts when you submit a client's standing appointment request. It checks every date and books a common time when available. You get the confirmed schedule and any dates needing your decision.
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LeadConnectorUsed as:
- Booking calendar
LeadConnector shows open times and sends one confirmation when you book a repeat series.
Microsoft Office 365Used as:
- Booking calendar
Microsoft Office 365 shows open times and sends one confirmation when you book a repeat series.
Made for your industry
Book Recurring Appointments is made for businesses in these industries.
- Healthcare
Book repeat patient visits and flag dates that need approval.
Show all Agents for the Healthcare industry - Education
Book a recurring tutoring time and flag dates without an opening.
Show all Agents for the Education industry - Home Services
Book repeat home visits and surface dates that cannot be reserved.
Show all Agents for the Home Services industry - Beauty and Wellness
Book repeat salon and wellness visits at one available time.
Show all Agents for the Beauty and Wellness industry - Commercial Cleaning
Reserve recurring cleaning visits and send one confirmed schedule.
Show all Agents for the Commercial Cleaning industry - Sports and Recreation
Schedule recurring training sessions and confirm the booked dates.
Show all Agents for the Sports and Recreation industry - Coaching
Reserve a consistent time for a client's coaching sessions.
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Made for your role
Book Recurring Appointments is made for people in these roles.
- Scheduling Coordinator
Find one open time for repeat visits and flag exceptions.
Show all Agents for the Scheduling Coordinator role - Receptionist
Book each repeat visit and give the client one confirmed schedule.
Show all Agents for the Receptionist role - Hairstylist
Reserve repeat styling visits at a time open on every date.
Show all Agents for the Hairstylist role - Coach
Hold a consistent time for client sessions across the series.
Show all Agents for the Coach role - Personal Trainer
Reserve a regular training time across the requested dates.
Show all Agents for the Personal Trainer role - Massage Therapist
Reserve recurring massage sessions and confirm the booked dates.
Show all Agents for the Massage Therapist role - Esthetician
Book recurring treatment visits and flag dates with conflicts.
Show all Agents for the Esthetician role - Mental Health Counselor
Book standing client sessions and verify each confirmed date.
Show all Agents for the Mental Health Counselor role
Made for your department
Book Recurring Appointments is made for people in these departments.
- Scheduling
Check every requested date and book the series at one open time.
Show all Agents for the Scheduling department - Front Desk
Confirm repeat client visits in one schedule after checking each date.
Show all Agents for the Front Desk department - Coaching
Book standing coaching sessions and flag dates without an opening.
Show all Agents for the Coaching department - Field Service
Reserve repeat site visits and show which dates need a decision.
Show all Agents for the Field Service department
How Book Recurring Appointments works
4 steps, in order, on every run.
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Check Every Requested DateRead your selected staff calendar for open times across the series. Flag any dates with conflicts.
-
Find a Time for the SeriesCompare openings in the client's time zone. Choose a time that works for every visit, or send conflicts to the scheduling owner.
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Book the Repeat VisitsBook the series at the common time. Skip any visit the calendar cannot reserve, and use its series email for the client.
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Verify the Confirmed ScheduleRead back the saved dates and appointment details. Show the scheduling owner any missing dates before changing them.
How to Get Started
Connect the tools you already use, such as LeadConnector or Microsoft Office 365.
2 tools
- Choose the staff calendar, appointment type, duration, working hours, time zone, and customer confirmation email setting in the booking calendar.
- Set the approval rule for exceptions: never double-book or change a requested date or time without the scheduling owner's approval.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Book Recurring Appointments:
Your scheduling owner reviews the conflict before choosing a replacement. You set the rule that prevents double-booking or unapproved changes.
Yes, when you enable customer email confirmations in the booking calendar. The calendar sends one notice for the booked series.
You submit the client's email and repeat request, with an end date. You choose the appointment type and staff calendar during setup.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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