# Recurring Appointments: Book the Next Visit Source: https://maito.app/workflows/book-each-customers-next-recurring-visit Each week Maito finds recurring customers with no next visit booked and proposes a date from their plan, skipping paused or ended plans. When a visit is done, the next one on the customer's cadence is proposed, respecting end dates and cancellations. [Operations](https://maito.app/workflows/team/operations) · [Home services](https://maito.app/workflows/industry/home-services) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - Google Calendar - Microsoft 365 - Cal.com - Calendly ## How do you book each customer's next recurring visit? To book each customer's next recurring visit, set up a weekly Loop. Maito checks recurring customers in your field service software, lists who has no visit booked, proposes a date from their cadence, skips paused and ended plans, and attaches the list. ## How it's done today The office re-enters recurring jobs by hand or relies on memory. ## What Maito does 1. Read completed visits and each customer's cadence 2. Work out the next eligible date, skipping ended or cancelled plans 3. List visits missing from the schedule 4. Post the proposed bookings for approval ## Example Loop run: Friday 2:00 PM · Recurring visit check **Maito** (2:00 PM): 9 recurring customers have no next visit booked. 7 ready to book (cadence from the service plan): • Acme Dental, quarterly, due Nov 9: propose Tue Nov 10, 9 AM • Initech, monthly, due Oct 29: propose Thu Oct 29, 1 PM • Hooli Cafe, monthly, due Oct 30: propose Fri Oct 30, 10 AM • 4 more in the attached sheet Not proposing: • Globex Storage: plan ended Sep 30 • Wonka Foods: cancelled Oct 6 Catch: Pied Piper is on hold until Nov 15 but its plan still shows monthly. Booking would send a technician to a closed site. Attached: recurring-visits-oct16.xlsx. Dates come from the field service software. **Tom** (2:08 PM): book the 7, but move Initech to the afternoon of Oct 28. **Maito** (2:09 PM): Understood. I'll book 6 as proposed and Initech on Wed Oct 28 at 1 PM. Posting the confirmed list here once it's on the schedule. ## How to set it up On a schedule Book each customer's next recurring visit Ask your agent “Every Friday at 2, check our recurring pest-control customers in the field service software. Tell me in #office who has no next visit booked and propose the date from their cadence.” Connect field service software - Jobber Connect calendar - Google Calendar - Microsoft 365 - Cal.com - Calendly Not connected yet? Your agent sends you a link to sign in. ## What it won't do It follows the cadence on the service plan. It can't know about holidays or closures that aren't recorded. ## Questions ### Does it book the visits itself? It proposes dates and attaches a sheet. Booking follows your approval. ### What about paused or cancelled customers? It leaves them out and says why, so a technician isn't sent to a closed site. ### Which tools does it use? Jobber and your calendar, Google Calendar or Microsoft 365. ## More operations workflows - [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs) - [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools) - [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide) - [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean) - [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy) - [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fbook-each-customers-next-recurring-visit)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)