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Appointments & Scheduling · How-to guide

Add, update or delete an Outlook calendar event

Maintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Staff who manage appointmentsFeature: Outlook event actionsModule v1.3.6
Jump to steps
Where to goAppointments > Open appointment > Outlook actions
Before you startThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Maintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The module sends appointment content and timing through the authorised Microsoft calendar connection.

The returned event reference is used for later update and delete actions.

Remote API failure is distinct from the Britixo appointment save or lifecycle action.

Follow these steps

  1. Connect Outlook Calendar.
  2. Go to the appointment and add its Outlook event.
  3. Verify title, timing, timezone and location.
  4. Update after an appointment change.
  5. Delete the remote event when authorised and appropriate.

Fields and decisions to review

Outlook event IDRemote target for maintenance.
Appointment payloadSubject, description, location and timing.
Microsoft tokenAuthorises the API request.
Remote statusSuccess or error returned by Outlook.

How to confirm it worked

After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.

  • Open the saved appointment and confirm the final status and source.
  • Check the participant, provider, timing and timezone from the full detail page.
  • Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Controls, checks and common mistakes

  • Avoid duplicate creation when an event ID already exists.
  • Deleting the remote event does not delete the Britixo appointment.
  • Reconnect if authorisation expires.
  • Use the least destructive correction and retain the appointment history when the booking existed operationally.
  • Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:Outlook Calendarappointmentreschedulingcancellationinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilityreminders
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