C
Chad Cooper
Bug Report: Recurring appointments do not appear in contact's Upcoming Appointments
What's happening:
I have a client with a weekly recurring appointment. The full series displays correctly in the Calendar view, with every future occurrence showing on its scheduled date. However, when I open that client's contact record, the appointments section shows no upcoming appointments.
Why this is a problem:
The contact record is the single source of truth for my team. When it shows no upcoming appointments for a client who has a standing weekly session, it actively misrepresents the relationship. Team members make wrong decisions, follow-up gets misdirected, and any automation or smart list that checks for upcoming appointments is working from bad data. This is not a display preference. It is inaccurate data on the most important screen in the CRM.
Steps to reproduce:
  1. Create a weekly recurring appointment for a contact.
  2. Open the Calendar view and confirm future occurrences appear.
  3. Open the contact record.
  4. Upcoming appointments shows none or only one occurrence.
Expected behavior:
The contact record should show all upcoming occurrences of a recurring series, or at minimum the next occurrence with a clear recurring indicator and a link to the full series.
Please escalate this to the calendar product team. I'd like a ticket number and a timeline for a fix.