Appointments & Scheduling
Complete user documentation for Britixo Appointments & Scheduling.
Appointments & Scheduling module overview
Appointments & Scheduling module overviewUnderstand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.
Open guide →GuideEnable Appointments permissions
Enable Appointments permissionsGrant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.
Open guide →GuideUnderstand the Appointments menu
Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.
Open guide →GuidePrepare Appointments & Scheduling for production use
Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.
Open guide →GuideConfigure general appointment settings
Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.
Open guide →GuideTroubleshoot a hidden Appointments menu
Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.
Open guide →GuideUnderstand appointment data, public links and security boundaries
Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.
Open guide →GuideUse the Appointments dashboard
Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.
Open guide →GuideUnderstand Appointments summary cards
Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.
Open guide →GuideFilter appointments by status, date and source
Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.
Open guide →GuideUse My appointments and Assigned to me
Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.
Open guide →GuideShow Google Calendar events in the appointment table
Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Britixo appointments for a wider workload view without converting those events into native appointment records.
Open guide →GuideChoose the default Appointments filter
Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.
Open guide →GuideOpen appointment details from the table
Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.
Open guide →GuideUse appointment tooltips and the universal calendar
Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Britixo Appointments & Scheduling module.
Open guide →GuideCreate an internal customer appointment
Create an internal customer appointmentBook an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.
Open guide →GuideCreate a lead-related appointment
Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.
Open guide →GuideCreate a staff-only appointment
Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.
Open guide →GuideCreate or receive an external contact appointment
Create or receive an external contact appointmentUnderstand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.
Open guide →GuideChoose a service and provider
Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.
Open guide →GuideSelect appointment date, time, duration and timezone
Select appointment date, time, duration and timezoneStore the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.
Open guide →GuideAdd appointment subject, description, location and notes
Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.
Open guide →GuideAdd staff attendees to an appointment
Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.
Open guide →GuideConfigure email and SMS reminders on an appointment
Configure email and SMS reminders on an appointmentSet record-level reminder timing and communication choices that the module's cron and notification flows can process.
Open guide →GuideAdd and use appointment custom fields
Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.
Open guide →GuideUpdate an appointment
Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.
Open guide →GuideView the complete appointment record
View the complete appointment recordAudit every part of an appointment from one detail screen, including relationship, service, provider, participants, timing, status, reminders, calendar, invoice, feedback and history.
Open guide →GuideUnderstand appointment statuses
Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.
Open guide →GuideApprove a pending appointment
Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.
Open guide →GuideMark an appointment In Progress
Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.
Open guide →GuideMark an appointment Completed
Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.
Open guide →GuideMark an appointment No Show
Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.
Open guide →GuideCancel an appointment as staff
Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.
Open guide →GuideChange appointment status from the detail view
Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.
Open guide →GuideProcess a pending client cancellation request
Process a pending client cancellation requestApprove or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.
Open guide →GuideUnderstand status notifications and appointment activity
Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.
Open guide →GuideDelete an appointment safely
Delete an appointment safelyRemove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.
Open guide →GuideAppointments services overview
Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.
Open guide →GuideCreate an appointment service
Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.
Open guide →GuideEdit service duration, price and colour
Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.
Open guide →GuideConfigure service buffers
Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.
Open guide →GuideAssign providers to a service
Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.
Open guide →GuideChoose a primary service provider
Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.
Open guide →GuideActivate or disable an appointment service
Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.
Open guide →GuideDelete an unused appointment service
Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.
Open guide →GuideTroubleshoot service and provider availability
Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.
Open guide →GuideCompany schedule overview
Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.
Open guide →GuideConfigure company working hours
Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.
Open guide →GuideClose the company on specific weekdays
Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.
Open guide →GuideConfigure staff working hours
Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.
Open guide →GuideUse the company schedule for staff
Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.
Open guide →GuideOverride company hours for a provider
Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.
Open guide →GuideConfigure blocked days and holidays
Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.
Open guide →GuideUnderstand appointment time-slot generation
Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.
Open guide →GuideUnderstand busy-time conflict checks
Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.
Open guide →GuideAllow authorised staff bookings outside normal availability
Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.
Open guide →GuideTroubleshoot no available appointment time slots
Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.
Open guide →GuidePublic booking form overview
Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.
Open guide →GuideChoose services shown on the public booking form
Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.
Open guide →GuideCustomise the booking form heading and description
Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.
Open guide →GuideAllow guest appointment booking
Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.
Open guide →GuideEnable the client-area booking link
Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.
Open guide →GuideShow provider email or phone on the public form
Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.
Open guide →GuideEnable booking terms and conditions
Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.
Open guide →GuideEnable reCAPTCHA on the public booking form
Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.
Open guide →GuideEnable the public booking language selector
Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.
Open guide →GuideEmbed the appointment booking form on a website
Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.
Open guide →GuideChange the embedded booking form width and layout
Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.
Open guide →GuideClient Appointments portal overview
Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.
Open guide →GuideGrant a contact Appointments permission
Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.
Open guide →GuideBook an appointment from the client portal
Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.
Open guide →GuideView a public appointment link
View a public appointment linkUse the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.
Open guide →GuideRequest appointment cancellation as a client
Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.
Open guide →GuideApprove a client cancellation request
Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.
Open guide →GuideRequest appointment rescheduling as a client
Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.
Open guide →GuideApprove a client reschedule request
Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.
Open guide →GuideDeny a client reschedule request
Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.
Open guide →GuideView appointments on customer and lead records
View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.
Open guide →GuideAppointments calendar integrations overview
Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.
Open guide →GuideConnect Google Calendar
Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.
Open guide →GuideSynchronise an appointment to Google Calendar
Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.
Open guide →GuideAuto-add approved external appointments to Google Calendar
Auto-add approved external appointments to Google CalendarAutomatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.
Open guide →GuideUpdate or delete a Google Calendar event
Update or delete a Google Calendar eventKeep the remote event aligned after an appointment changes or remove it when calendar presence is no longer required.
Open guide →GuideConfigure the Google Calendar date range in the appointment table
Configure the Google Calendar date range in the appointment tableLimit how much remote Google event data is loaded around the current date for useful context and responsive performance.
Open guide →GuideEnable Google Meet automatically
Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.
Open guide →GuideConfigure Google Meet recording, waiting and reminder defaults
Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.
Open guide →GuideSend a Google Meet invitation
Send a Google Meet invitationDeliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.
Open guide →GuideConfigure Outlook Calendar
Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.
Open guide →GuideAdd, update or delete an Outlook calendar event
Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.
Open guide →GuideDownload an appointment ICS calendar file
Download an appointment ICS calendar fileExport appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.
Open guide →GuideAppointment email templates overview
Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.
Open guide →GuideConfigure appointment email merge fields
Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.
Open guide →GuideConfigure appointment SMS triggers
Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.
Open guide →GuideSend an appointment reminder early
Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.
Open guide →GuideSend a custom appointment email
Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.
Open guide →GuideUnderstand appointment cron reminders
Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.
Open guide →GuideRequest appointment feedback
Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.
Open guide →GuideSubmit or update client appointment feedback
Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.
Open guide →GuideConfigure default appointment feedback options
Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.
Open guide →GuideTrack appointment email read status
Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.
Open guide →GuideRecurring appointments overview
Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.
Open guide →GuideCreate a recurring appointment
Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.
Open guide →GuideChoose an appointment recurrence frequency
Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.
Open guide →GuideConfigure custom appointment recurrence
Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.
Open guide →GuideSet limited or unlimited recurrence cycles
Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.
Open guide →GuideEdit a recurring appointment
Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.
Open guide →GuideStop a recurring appointment
Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.
Open guide →GuideAppointment invoicing overview
Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.
Open guide →GuideConfigure appointment invoice and tax settings
Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.
Open guide →GuideConvert an appointment to an invoice
Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.
Open guide →GuideAutomatically create an invoice for an eligible booking
Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.
Open guide →GuideUnderstand appointment invoice eligibility
Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.
Open guide →GuideView the invoice linked to an appointment
View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.
Open guide →GuideUnderstand provider notification after appointment invoice payment
Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.
Open guide →GuideUse Appointments history
Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.
Open guide →GuideEdit appointment history notes
Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.
Open guide →GuideUse the Appointments analytics dashboard
Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.
Open guide →GuideFilter appointment reports by date range
Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.
Open guide →GuideReview staff performance and popular services
Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.
Open guide →GuideEnable the Today's Appointments widget
Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.
Open guide →GuideEnable the Upcoming Appointments widget
Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.
Open guide →GuideConfigure the Upcoming Appointments widget range
Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.
Open guide →GuideTroubleshoot appointment timezone and date display
Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.
Open guide →GuideTroubleshoot public booking and Appointments permissions
Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.
Open guide →