Using Availability Rules to create a recurring availability schedule

AppointmentCore allows you to tailor your appointment booking to fit your schedule in a variety  of ways. One of these methods is to set your availability using Availability Rules. You can use this method to create availability timeframes that can be set to repeat daily, weekly, monthly, or yearly.

You can set this up in the second stage of the Scheduling Link creation process (Availability Stage), under Availability Time Frames.

Before you start:

• It is important to note that you will only be able to configure availability in this stage if either the first or second option under Additional Availability Options is selected.

Add Availability By Repeat Rules

• Add Availability: Daily Repeat Rules
• Add Availability: Weekly Repeat Rules
• Add Availability: Monthly Repeat Rules
• Add Availablity: Yearly Repeat Rules

Add Availability: Daily Repeat Rules

Next to Availability Time Frames, click Add Availability. Select By Repeat Rules in the dropdown. Under Repeats, click the dropdown arrow and select Daily from th0e list. Under Repeat every (days), click the dropdown arrow, and select your preferred number of days for the recurrence interval. Click the calendar icon under Starts on and select the date you would like the rule to take effect. Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability rules as necessary.

Add Availability: Weekly Repeat Rules

Next to Availability Time Frames, click Add Availability. Select By Repeat Rules in the dropdown. Under Repeats, click the dropdown arrow and select Weekly from the list. Under Repeat every (weeks), click the dropdown arrow, and select your preferred number of weeks for the recurrence interval. Under Repeats on, click the dropdown arrow and tick the boxes on the days of the week when you would like to rule to take effect. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability rules as necessary.

Add Availability: Monthly Repeat Rules

Next to Availability Time Frames, click Add Availability. Select By Repeat Rules in the dropdown. Under Repeats, click the dropdown arrow and select Monthly from the list. Under Repeat every (months), click the dropdown arrow, and select your preferred number of months for the recurrence interval. Under Repeats by, select your preferred option by clicking the corresponding radio button and modifying the dates or days as needed. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability rules as necessary.

Add Availability: Yearly Repeat Rules

Next to Availability Time Frames, click Add Availability. Select By Repeat Rules in the dropdown. Under Repeats, click the dropdown arrow and select Yearly from the list. Under Repeat every (years), click the dropdown arrow and select your preferred number of years for the recurrence interval. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability rules as necessary.

Limit/Exclude Availability By Repeat Rules

As necessary, you can create availability rules to limit or exclude certain days or times from your availability schedule.

Another way is to simply mark those events as busy on your calendar so that AppointmentCore knows that you’re unavailable at that time.

• Limit/Exclude Availability: Daily Repeat Rules
• Limit/Exclude Availability: Weekly Repeat Rules
• Limit/Exclude Availability: Monthly Repeat Rules
• Limit/Exclude Availability: Yearly Repeat Rules

Limit/Exclude Availability: Daily Repeat Rules

Next to Availability Time Frames, click Limit/Exclude Availability. Select By Repeat Rules in the dropdown.  Under Repeats, click the dropdown arrow and select Daily from the list. Under Repeat every (days), click the dropdown arrow, and select your preferred number of days for the recurrence interval. Click the calendar icon under Starts on and select the date you would like the rule to take effect. Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability limitation/exclusion rules as necessary.

Limit/Exclude Availability: Weekly Repeat Rules

Next to Availability Time Frames, click Limit/Exclude Availability. Select By Repeat Rules in the dropdown.  Under Repeats, click the dropdown arrow and select Weekly from the list. Under Repeat every (weeks), click the dropdown arrow, and select your preferred number of weeks for the recurrence interval. Under Repeats on, click the dropdown arrow and tick the boxes on the days of the week when you would like to rule to take effect. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability limitation/exclusion rules as necessary.

Limit/Exclude Availability: Monthly Repeat Rules

Next to Availability Time Frames, click Limit/Exclude Availability. Select By Repeat Rules in the dropdown.  Under Repeats, click the dropdown arrow and select Monthly from the list. Under Repeat every (months), click the dropdown arrow, and select your preferred number of months for the recurrence interval. Under Repeats by, select your preferred option by clicking the corresponding radio button and modifying the dates or days as needed. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability limitation/exclusion rules as necessary.

Limit/Exclude Availability: Yearly Repeat Rules

Next to Availability Time Frames, click Limit/Exclude Availability. Select By Repeat Rules in the dropdown.  Under Repeats, click the dropdown arrow and select Yearly from the list. Under Repeat every (years), click the dropdown arrow and select your preferred number of years for the recurrence interval. Click the calendar icon under Starts on and select the date you would like the rule to take effect.  Under Ends, specify when the recurring rule should end. Under Duration, specify how long the recurring rule will be in effect. All Day - The rule will remain in effect for the entire day. From/To - The rule will be in effect only during the hours you specify. Click Done to create the rule.  You can repeat these steps to create additional availability limitation/exclusion rules as necessary.

See also:

• Setting up fixed weekly availability time frames using the Weekly Availability Tool
• Setting up custom availability time frames by date or date range