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I’m looking for a way to streamline scheduling in Calendly and would appreciate your guidance on two key issues:

  1. We have several clients who attend appointments at the same time twice a week for an entire term (3 months). Is there a way to set up recurring appointments on a weekly and daily basis, so we don’t have to create each one manually?

  2. Occasionally, we need to modify or correct a single appointment for a specific client. However, finding the correct date by scrolling through multiple pages is time-consuming. Is there a way to search for appointments by patient name or date to make adjustments more efficiently?

Looking forward to your insights. Thank you

Hi ​@SimbaZw - Thanks for reaching out!

  1. Recurring meetings are not a feature at this time, however this is something a lot of users have requested, I’ve sent your feedback over to our product team.
  2. A Search function is coming to the meetings page soon! In the meantime, the best way to do this is by using the Filter button and using the Invitee Email dropdown and entering their email to find their meetings.

I appreciate your feedback, let me know if you have any questions!


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