Recurring Events
Recurring events allow you to create sessions or events that repeat automatically on a schedule. This is perfect for regular appointments, weekly meetings, or daily time blocks.
Use Cases
- Weekly client sessions - Regular coaching appointments
- Daily breaks - Lunch, exercise, admin time
- Monthly meetings - Team meetings, reviews
- Annual events - Birthdays, anniversaries
Recurrence Patterns
Timeblu supports four recurrence patterns:
Daily
Repeat every day or every X days.
Examples:
- Every day
- Every 2 days
- Every weekday (Mon-Fri)
Weekly
Repeat on specific days of the week.
Examples:
- Every Monday
- Every Tuesday and Thursday
- Every weekday
Monthly
Repeat on a specific day of the month.
Examples:
- On the 1st of every month
- On the 15th of every month
- On the last Friday of every month
Yearly
Repeat on a specific date each year.
Examples:
- Every January 1st
- Every March 15th
Creating a Recurring Event
For Events (Time Blocks)
- Create a new event as normal
- Click Repeat or look for the recurrence option
- Select your pattern:
- Daily, Weekly, Monthly, or Yearly
- Configure pattern details:
- Interval (every 1 week, every 2 weeks, etc.)
- Days of week (for weekly)
- Day of month (for monthly)
- Set an end condition:
- Never - Continues indefinitely
- After X occurrences - Stops after set number
- On date - Stops on specific date
- Save the event
For Sessions (Client Appointments)
- Create a session with a client
- After saving, select Make Recurring
- Choose the recurrence pattern
- Set end condition
- Confirm to create all occurrences
Recurring sessions create individual session entries that can be edited or cancelled independently.
Pattern Examples
Weekly Coaching Sessions
- Pattern: Weekly
- Day: Tuesday
- Time: 10:00 AM
- Duration: 60 minutes
- End: After 12 occurrences (3 months)
Daily Lunch Block
- Pattern: Daily
- Interval: Every weekday
- Time: 12:00 PM - 1:00 PM
- End: Never
Monthly Check-in
- Pattern: Monthly
- Day: First Monday
- Time: 2:00 PM
- End: On December 31, 2025
Bi-Weekly Session
- Pattern: Weekly
- Interval: Every 2 weeks
- Day: Wednesday
- Time: 3:00 PM
- End: After 26 occurrences (1 year)
Managing Recurring Events
Viewing Occurrences
Recurring events show a repeat icon on the calendar. Click any occurrence to see:
- Event details
- Recurrence pattern summary
- Options for editing or deleting
Editing Recurring Events
When you edit a recurring event, you’ll choose scope:
| Option | What It Affects |
|---|---|
| This event only | Just the selected occurrence |
| This and following | Selected + all future occurrences |
| All events | Every occurrence in the series |
Example: A client reschedules one session but wants to keep future ones → Edit “This event only”
Creating Exceptions
An exception is when one occurrence differs from the pattern:
- Edit just that occurrence (“This event only”)
- Change the time, date, or details
- Future occurrences remain unchanged
Common exceptions:
- Rescheduled sessions
- Holiday adjustments
- One-time changes
Deleting Recurring Events
Like editing, you choose scope when deleting:
| Option | What It Deletes |
|---|---|
| This event only | Just the selected occurrence |
| This and following | Selected + all future occurrences |
| All events | Every occurrence (past and future) |
Be careful with “All events” - this removes the entire series including past occurrences.
Recurrence Limits
| Setting | Limit |
|---|---|
| Maximum occurrences | 365 per series |
| Maximum advance creation | 1 year ahead |
| Minimum interval | 1 day |
Recurring Sessions vs Events
| Feature | Recurring Sessions | Recurring Events |
|---|---|---|
| Linked to client | Yes | No |
| Sends reminders | Yes (each occurrence) | No |
| Individual status tracking | Yes | No |
| Can edit each independently | Yes | Yes |
| Visible in client history | Yes | No |
Best Practices
For Regular Clients
- Book the first session normally
- Make it recurring after confirming
- Set realistic end dates (review quarterly)
- Create exceptions for holidays
For Personal Blocks
- Set up daily/weekly blocks first
- Import holidays to auto-block
- Use “Never” end date for permanent blocks
- Review and clean up periodically
Planning Ahead
- Create recurring events at least 1-2 months in advance
- Review upcoming occurrences monthly
- Communicate changes to clients promptly
Troubleshooting
Occurrences Not Appearing
- Check the end date/occurrence limit
- Ensure the pattern is correctly configured
- Look at the correct calendar
Can’t Edit Future Occurrences
- You may have edited “This event only” previously
- Check if the occurrence is now an exception
- Try editing from the series parent
Accidental “All Events” Edit
If you accidentally edited all events:
- Use browser back/undo if available
- Delete and recreate the series
- Manually fix each occurrence