Choose a service and provider
Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly. 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.
What you’ll accomplish
Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
Active services define duration, buffers, price, colour and the staff members allowed to provide them.
The provider selector is narrowed by service-provider relationships; the primary provider can be used as the preferred default.
Availability is calculated against company hours, provider working hours, blocked dates, existing busy periods and service buffers.
Follow these steps
- Select the required active service.
- Check its duration, price and buffer expectations.
- Select an eligible provider from the service provider list.
- Request or select an available time slot.
- Verify the provider remains selected before saving.
Fields and decisions to review
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
- Do not manually shorten duration to bypass a genuine conflict.
- A provider must be assigned to the service to appear in normal booking choices.
- Inactive services should not be used for new bookings.
- 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.